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Osaic Dedicated Life and 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.

Having a knowledgeable and dedicated strategic partner with the Highland Capital Brokerage has been impactful for my clients’ insurance needs. The delays and constraints of COVID-19 have made complicated and sensitive cases almost impossible to service and close. Thanks to the patience and guidance of my team at Highland, my clients have the best products for each of their unique needs.”

Charlene Monts

CHAIRMAN/CEO/FINANCIAL EXECUTIVE,

SAGAMORE WEALTH FINANCIAL

Highland’s hard work allows us to focus on taking great care of our clients. From complicated insurance case design to simple term insurance, and from the initial insurance application to placing the insurance in-force, their expertise and constant follow-up is second to none!”

Tom Stroyne, CFS, CRC®

PRESIDENT, GOLDEN STRATEGIES FINANCIAL GROUP

Highland is an integral piece of my practice. The legwork they do for me allows me to save countless hours of researching different insurance solutions.” 

David C. Smith

DCS FINANCIAL GROUP

Highland as a sister company is amazing, and client service is exceptional. They are always ready to help and kept me in the loop every step of the way.”

Allen Herman

BENNETT, HERMAN & GEERTSEN, LLC 

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.

Osaic Dedicated Life and Annuity Team

An Advantage Company

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

HCB01821-Osaic Life Estate Tax Case Study Thumbnail.jpg
HCB01819-Osaic Annuity Review For Income Case Study Thumbnail.jpg

Osaic Annuity Sales Support

Contact us to learn more.

Call: 855.HCB.4YOU

Option 1: Life  •  Option 2: Annuities

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