
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.
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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.
Case Studies
Meet the Team

Trey Wall
Head of Osaic Sales
Life Division

Michael Arner
Senior Advisor Consultant

Lori Capozza
Senior Advisor Consultant

Jeff Edwards
Senior Advisor Consultant

Diane Pettit
Senior Advisor Consultant

Kim Butler
Senior Advisor Consultant

Chris Collins
Senior Advisor Consultant

Cooper Lewis
Senior Advisor Consultant
Annuity Division

Scott Abarr
Senior Advisor Consultant

Kurt Fiedler
Senior Advisor Consultant

Trevor Hodgkins
Senior Advisor Consultant

Ryan McKay
Senior Advisor Consultant

Devon Barker, CIMA®
Senior Advisor Consultant

Chris Fleurat
Senior Advisor Consultant

Tom Leonetti
Senior Advisor Consultant

Ryan Newton
Senior Advisor Consultant
Osaic Life Sales Support
Jack Knier
205.506.6537
jknier@highland.com
Osaic Annuity Sales Support
Danielle Himic
Annuity Sales Support Manager
571.707.2523
dhimic@highland.com
Laurie Miranda
Sales Support Specialist
205.263.9217
lmiranda@highland.com
Contact us to learn more.
(844) 422-3375
Option 1: Life • Option 2: Annuities
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*This $300 credit can be applied to offset the Insurance Business Activity fee. To earn the $300 credit through your partnership with an Advantage Company, you must place one or more annuity or life insurance policies with Highland Capital Brokerage during the annual calendar year. Qualifications will be evaluated in January, June, and December 2023. Contact Osaic for more details.