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Media Contact:
Brannon Smith
Highland Capital
205.263.9211
Highland Capital Hires Tracy McGrath as Director of Marketing
Company Continues to Build Distribution Stature Through Strengthening Marketing Resources
[Birmingham, AL; June 24, 2002] —
Highland Capital Holding Corporation announces that Tracy D. McGrath has been named Director of Marketing
for the company’s wholesale brokerage division Highland Capital Brokerage, with responsibility related to
major initiatives focusing on production growth, carrier compensation programs, and marketing communications.
An immediate primary responsibility will be the Highland Capital Brokerage Diamond Elite program, whereby
independent producers may work closely with Highland Capital Brokerage to leverage resources, create new
marketing opportunities, and grow bottom line revenue.
"Tracy has played a key role within the independent life brokerage industry," said Rick Keidan, Senior
Vice President and Chief Distribution Officer of Highland Capital. "She brings to Highland Capital a
proven success story as a significant contributor to a fixed and variable wholesale and retail marketing
strategy that produced over $50 million per year of weighted target fixed and variable premium sales—a
track record that will prove to be invaluable in her work for Highland Capital Brokerage."
Prior to joining Highland Capital Brokerage, McGrath served as Vice President of the Advantage Insurance
Network, Inc., an independent marketing organization, and was a key player in implementing the sales and
marketing strategy throughout its 22 offices nationwide as well as managing the contracting, commissions,
and day-to-day operations of AIN. She also served as the President and CEO of the broker/dealer Advantage
Equity Partners Corporation. McGrath has experience as a financial advisor for American Express and a
research associate for J.D. Power and Associates. She earned her BA from the University of Southern
California.
Birmingham-based Highland Capital Holding Corporation, an innovator in the distribution of financial
services, was formed to acquire, equip, and grow the premier national network of firms who provide
financial products and services to the corporate and affluent marketplace. Highland Capital’s two
complementary distribution strategies – retail and wholesale - come together under a shared vision to
redefine upscale distribution in the financial services industry. The combined platform has over 50
offices nationwide.
The company’s fundamental objective is to equip firms to compete effectively within the consolidating
financial services industry while creating an opportunity for individual principals to realize the equity
value of their firms. The firms acquired by Highland Capital distribute financial services products
directly to retail consumers and indirectly through institutional accounts and affiliated financial
services firms. Highland Capital’s retail offices offer asset management, business succession planning,
estate planning, executive compensation, employee benefits, and retirement planning for the corporate and
affluent marketplace. The wholesale offices provide access to major carriers, advanced planning support,
expertise in risk underwriting, and various financial products and services to insurance brokers, financial
planners, and various institutions, such as banks, wirehouses, and CPA firms.
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