Page 11 - Lasting Mark : Onboarding Guide

WHO WE ARE

EXECUTIVE TEAM
TY JAMES
VP OF MEDICARE & HEALTH STRATEGY & SALES
MANAGING PARTNER
Ty.James@lastingmark.com
417-881-0080
• Medicare Structuring / Onboarding
• Medicare Expert Review - Contracting Direction
• Medicare Sales Training & Support
• Medicare Leads
• Medicare Growth & Development
MATT SMITH
VP OF TRADITIONAL LIFE & RETIREMENT GROWTH AND EVENTS
MANAGING PARTNER
Matt.Smith@lastingmark.com
417-881-0080
• Impact Events
• Advance Markets Carrier Relations
• Advance Markets Training & Support
• Advance Markets Growth & Development
DALLAS KEITHLEY
VP OF MEDICARE & HEALTH OPPORTUNITY & GROWTH
MANAGING PARTNER
Dallas.Keithley@lastingmark.com
417-881-0080
• Strategic Partner Relations and Events
• Recruiting & Onboarding
• Sharing the Impact Story
• Impact LIVE events
• Medicare Seminars

PAT SCHMIDT
MANAGING PARTNER OF
LASTING MARK RETIREMENT GROUP
Pat.Schmidt@lastingmark.com
844-822-1370
• Advance Markets Carrier Relations
• Advance Markets Training & Support
• Advance Markets Growth & Development

CODY ASKINS
CA / 8% NATION
MANAGING PARTNER, LASTING MARK
cody.askins@lastingmark.com
417-881-0080
• Business Advisor
• Managing Partner
• Board Member

www.lastingmark.com Onboarding Guide 11