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Sept 15th


Ron Lesicki, CFP is President of Safe Harbor Financial and has over 40 years experience and success in the financial services industry.  Founded in 1986, it was his expertise in the development and distribution of mass-marketed insurance products that led the company to grow into one of the largest independent insurance wholesale brokerage operations in the country representing more than 50 of the top-rated insurance carriers in the nation.


Jim Ryan is the Executive VP of Marketing and has over 25 years of experience leading high-performance organizations in senior sales leadership and relationship management roles including at Lincoln Financial, Voya Financial, Prudential Financial, and now oversees all sales and marketing efforts at Oceanview.  He brings to the table unmatched business development experience in the financial services, wealth management and insurance industries.  Jim is a native Philadelphian and is very thankful that he will not have to travel to attend this meeting.


Mike Heraty is the Head of Equity Derivatives Sales for Credit Suisse in North America.  Client coverage for his team includes insurance companies, pension plans, asset managers, hedge funds, banks, and broker dealers.  He has over 25 years of experience.  Mike has a Bachelor's Degree in finance from Boston College and an MBA from the University of Chicago.


Kent Jacquay has spent almost his entire career working with Indexed products.  He first sold Equity Indexed Annuities in the late 1990's.  He has worked for 7 FMO's and owned his own AFMO for almost 10 years.  He currently is the Founder of the Index Resource Center LLC and is the creator of INDEXALZYER.  This program is used by more than 50 marketing organizations, 30 carriers, and various Institutions that create indices that are used inside FIA' and IUL's.