Osaic Dedicated Life & Annuity Team
An Advantage Company
Learn how we can help elevate your life and annuity business from start to finish. Fill out the below and we’ll contact you shortly.
Registration Form
How We Serve
As a member of the Osaic family of companies, we’re dedicated to developing client-focused relationships with Osaic financial advisors through risk management strategies. Our full-service model provides responsive, end-to-end sales support, advanced planning expertise, and creative estate and business planning techniques in an environment that extends to carrier and product advocacy, underwriting negotiation, and complete back-office processing. And, as an Osaic Advantage Company, we’ll help advance your business growth and provide you and your clients with the highest level of customer service without jeopardizing your autonomy and control.
Case Studies
Meet the Team
Zachary S. Parker, MBA, CFP®
Head of Osaic Sales, Life & Annuity
Lori Capozza
Director of Osaic Strategic Insurance Services
Scott Abarr
Senior Advisor Consultant
Osaic Annuity
Michael Arner
Senior Advisor Consultant
Osaic Life
Devon Barker, CIMA®
Senior Advisor Consultant
Osaic Annuity
Kim Butler
Senior Advisor Consultant
Osaic Life
Jeff Edwards
Senior Advisor Consultant
Osaic Life
Kurt Fiedler
Senior Advisor Consultant
Osaic Annuity
Chris Fleurat
Senior Advisor Consultant
Osaic Annuity
Trevor Hodgkins
Senior Advisor Consultant
Osaic Annuity
Tom Leonetti
Senior Advisor Consultant
Osaic Annuity
Cooper Lewis
Senior Advisor Consultant
Osaic Life
Ryan McKay
Senior Advisor Consultant
Osaic Annuity
Ryan Newton
Senior Advisor Consultant
Osaic Annuity
Diane Pettit
Senior Advisor Consultant
Osaic Life
Ryan Sherwood
Senior Advisor Consultant
Osaic Life
Advanced Planning, Longevity Planning and Disability Insurance Support Team
Mike Raczkowski, J.D., CFP®
SVP, Head of Advanced Planning, Sales Support, and Underwriting
Lee Heidgerken, MBA, CLU®
Assistant Vice President, DI Distribution
Howard Jonas, CLU®, ChFC®, REBC®, CASL®
Vice President, Advanced Planning
Nancy Simm, CLTC, LTCP, CSA
Director, LTC & Longevity Planning
Osaic Life Sales Support
Jan Fonseca
AVP, Sales Support
860.470.0209
jfonseca@highland.com
Emily Anderson
Internal Marketer and Support Specialist
eanderson@highland.com
Kristen Brinkman
Case Designer
kbrinkman@highland.com
Jeff Ridge
Business Development Associate
610.945.1224
jridge@highland.com
Osaic Annuity Sales Support
Darsey Locke
AVP, Sales Support
602.732.3510
dlocke@highland.com
Gary J. Glarum, ChFC®, RICP®
Annuity Sales Support Specialist
gglarum@highland.com
Laurie Miranda
Sr. Case Designer
205.263.9217
lmiranda@highland.com
Contact us to learn more.
(855) HCB-4YOU
Option 1: Life • Option 2: Annuities
Login or register for an account to access additional resources and marketing material.