Skip to main content

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.

Registration Form

  • Must be at least 8 characters in length, and include three of four of the following:
    • An uppercase character
    • A lowercase character
    • A number
    • A symbol
Are you currently working with Highland?
Are you a licensed Agent?

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. 

Product Grid Button
Contact Map Button

Meet the Team

Trey Wall

Trey Wall

Head of Osaic Sales

Read Bio

Life Division

Michael Arner

Michael Arner

Senior Advisor Consultant

Read Bio

Lori Capozza

Lori Capozza

Senior Advisor Consultant

Read bio

Jeff Edwards

Jeff Edwards

Senior Advisor Consultant

Read Bio

Diane Pettit

Diane Pettit

Senior Advisor Consultant

Read Bio

Kim Butler

Kim Butler

Senior Advisor Consultant

Read bio

Chris Collins

Chris Collins

Senior Advisor Consultant

Read bio

Cooper Lewisl

Cooper Lewis

Senior Advisor Consultant

Read Bio

Diane Pettit

Eric Whiteman

Jr. Advisor Consultant

Read Bio

Annuity Division

Scott Abarr

Scott Abarr

Senior Advisor Consultant

Read bio

Kurt Fiedler

Kurt Fiedler

Senior Advisor Consultant

Read bio

Trevor Hodgkins

Trevor Hodgkins

Senior Advisor Consultant

Read bio

Ryan McKay

Ryan McKay

Senior Advisor Consultant

Read bio

Devon Barker

Devon Barker, CIMA®

Senior Advisor Consultant

Read bio

Chris Fleurat

Chris Fleurat

Senior Advisor Consultant

Read bio

Tom Leonetti

Tom Leonetti

Senior Advisor Consultant

Read bio

Ryan Newton

Ryan Newton

Senior Advisor Consultant

Read bio


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

Read Bio

Lee Heidgerken

Lee Heidgerken, MBA, CLU®

Assistant Vice President, DI Distribution

Read Bio

Howard Jonas

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

Vice President, Advanced Planning

Read Bio

Nancy Simm

Nancy Simm, CLTC, LTCP, CSA

Director, LTC & Longevity Planning

Read Bio


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.

*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.