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ABOUT US

Our Story

We are advocates for your success and work with you as your training and coaching partner, maximizing your talents, skills, and resources. We are inquisitive and interested in understanding your business model, your particular market, and your clientele, so we can provide creative solutions that give you a competitive edge and exceed your clients’ expectations.

Licensed in 50 states, we offer senior-market agents a full array of Medicare, life, and annuity products along with a full complement of ancillary lines, all from national and regional carriers. Included with a Cornerstone Senior Marketing partnership, our agents also have exclusive access to proprietary carrier and plan selections. Our services are free. We exist solely to assist you in growing and retaining your business by following strategies focused on action-oriented principles and a culture that is passionate about driving success.

Our Team

Sales

Tim Shook
Tim Shook

Vice President

Paul McMillen
Paul McMillen

National Sales Director

Jaime Lebron
Jaime Lebron

Sales Director

Colleen Baird
Colleen Baird

Sales Director

Michelle Kapp
Michelle Kapp

Sales Director

Service

Matt Fry
Matt Fry

Operations Manager | Compliance Officer

Kelley Myers
Kelley Myers

Strategic Partners Administrator

Lila Sohnly
Lila Sohnly

Lead Service Specialist

Jim Meyer
Jim Meyer

Service Specialist

Minh Hess
Minh Hess

Service Specialist

Tania Wade
Tania Wade

Service Specialist

Erionna Ballard
Erionna Ballard

Service Specialist

Kiarra Sapp
Kiarra Sapp

Strategic Partners Admin Assistant

Licensing & Commissions

Sarah Kronket
Sarah Kronket

Licensing Manager

Maria Bain
Maria Bain

Commission Specialist

Ashley Wise
Ashley Wise

Licensing Coordinator

Marketing & Support

Danielle Flesch
Danielle Flesch

Administrative Assistant

Marilyn Schultz
Marilyn Schultz

Marketing Specialist

Join Our Team

614-763-2255

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