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Osaic Dedicated Life & Annuity Team

An Advantage Company

Testimonials

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.

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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. 

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Meet the Team

Zach Parker

Zachary S. Parker, MBA, CFP®

Head of Osaic Sales, Life & Annuity

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Lori Capozza

Lori Capozza

Director of Osaic Strategic Insurance Services

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Scott Abarr

Scott Abarr

Senior Advisor Consultant

Osaic Annuity

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Michael Arner

Michael Arner

Senior Advisor Consultant

Osaic Life

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Devon Barker

Devon Barker, CIMA®

Senior Advisor Consultant

Osaic Annuity

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Kim Butler

Kim Butler

Senior Advisor Consultant

Osaic Life

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Jeff Edwards

Jeff Edwards

Senior Advisor Consultant

Osaic Life

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Kurt Fiedler

Kurt Fiedler

Senior Advisor Consultant

Osaic Annuity

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Chris Fleurat

Chris Fleurat

Senior Advisor Consultant

Osaic Annuity

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Trevor Hodgkins

Trevor Hodgkins

Senior Advisor Consultant

Osaic Annuity

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Tom Leonetti

Tom Leonetti

Senior Advisor Consultant

Osaic Annuity

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Cooper Lewisl

Cooper Lewis

Senior Advisor Consultant

Osaic Life

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Ryan McKay

Ryan McKay

Senior Advisor Consultant

Osaic Annuity

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Ryan Newton

Ryan Newton

Senior Advisor Consultant

Osaic Annuity

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Diane Pettit

Diane Pettit

Senior Advisor Consultant

Osaic Life

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Ryan Sherwood

Ryan Sherwood

Senior Advisor Consultant

Osaic Life

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Advanced Planning, Longevity Planning and Disability Insurance Support Team

Mike Raczkowski

Mike Raczkowski, J.D., CFP®

SVP, Head of Advanced Planning, Sales Support, and Underwriting

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Lee Heidgerken

Lee Heidgerken, MBA, CLU®

Assistant Vice President, DI Distribution

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Howard Jonas

Howard Jonas, CLU®, ChFC®, REBC®, CASL®

Vice President, Advanced Planning

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Nancy Simm

Nancy Simm, CLTC, LTCP, CSA

Director, LTC & Longevity Planning

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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

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