CLARITY INSURANCE MARKETING - Key Persons

Job Titles:

• Director of Annuity Service Operations

Cassandra Tolin is the director of annuity service operations at Clarity Insurance Marketing. Cassy oversees the day-to-day operations of our annuity service operations department, which includes advisor onboarding and contracting, annuity new business processing, case management and in force policy services. She is responsible for creating and implementing internal service processes and training material that focus on building and maintaining advisor relationships while providing the necessary support to efficiently and effectively manage their annuity business.

Job Titles:

• Chief Operating Officer
• Founding Partner
• President

Job Titles:

• Member of the Business Development Team
• Vice President of Insurance Sales

Eric Langenfield is a Vice President of Insurance Sales. He works with advisors to utilize best practices so they, in turn can provide high-quality advice to clients. He has extensive experience training, managing, and assisting agents in the field and to date has helped more than 300 agents start their own business. As a registered financial advisor and supervising principal for 20 agents, he has gained valuable experience on how advisors work and what they need to thrive - a unique understanding to help advisors today. He has an Ohio Life, Health, Property, Casualty, and Variable lines licenses and also holds FINRA Series 6, 26, 63, and 65 licenses.

Job Titles:

• Vice President of Insurance Sales

Eric Langenfield is a Vice President of Insurance Sales. He works with advisors to utilize best practices so they, in turn can provide high-quality advice to clients. He has extensive experience training, managing, and assisting agents in the field and to date has helped more than 300 agents start their own business. As a registered financial advisor and supervising principal for 20 agents, he has gained valuable experience on how advisors work and what they need to thrive - a unique understanding to help advisors today. He has an Ohio Life, Health, Property, Casualty, and Variable lines licenses and also holds FINRA Series 6, 26, 63, and 65 licenses.

Jason L Smith, CEP®, BPC is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the Founder and CEO of Clarity Insurance Marketing, as well as JL Smith, his own holistically run financial services practice. At JL Smith, Jason built a self-sustaining model where his practice can run with or without him. Last year, they brought in over $90M of new assets - with Jason having to work less than one day per week! His passion is sharing this business model with other advisors to help them grow; walking them through The Rainmaker Multiplier Model & Process. He recently authored a book on the development of this process which will be launching in late 2023. Jason is the author of the best-selling book, The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement, which was recently named by U.S. News & World Report as one of the Top 10 Retirement Planning Books; the only one based on a financial planning process. He also wrote Clarity 2 Prosperity: An Advisor's Guide to Charging Planning Fees for Holistic Planning, and co-authored The Hiring Advantage. Jason's Bucket Plan philosophy inspired a children's book designed to teach kids responsible spending, saving, and earning principles, Days Can Be Sunny for Bunnies and Money. Jason joined his father's insurance agency in 1995 before starting his own financial services practice. With a goal of improving the lives of American families through holistic financial planning, he utilizes his own accomplishments as an advisor to teach others how to achieve success. Jason regularly trains advisors through live events, webinars, podcasts, and coaching calls. He uses his own practice to develop proven processes and test market concepts. His office is available for select advisors to observe him and his team for training purposes. Jason is a regular speaker at industry events; in 2015 he was recognized as one of Investment News' 40 Under 40, and named to Crain's Notable Wealth Managers list. He is often cited in industry and national media and he's been featured on television discussing the importance of providing holistic financial services. He is also Founder and CEO of Prosperity Capital Advisors, a planning-first RIA, which was recognized by USA Today as one of the Best Financial Advisory Firms in 2023, based on the growth of assets under management and recommendations from clients and peers. Jason and his wife, Holly, have a daughter, Jordan, and two sets of twins: Berkeley and Wyatt, and Lincoln and Lennon. Jason enjoys reading, grilling, yoga, strength training, and anything that gets him outdoors.

Job Titles:

• Member of the Business Development Team
• Vice President of Annuity Sales and Host of a Woman 's Clarity

Kirsten Schlumbohm is the Vice President of Annuity Sales and host of A Woman's Clarity podcast. She has over 15 years of industry experience in which she has served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University. Kirsten is committed to empowering people and helping them reach the retirement finish line. In her role as host of A Woman's Clarity, she aims to empower male and female advisors to better serve their women clients with strategies and insight from experts. Kirsten believes in optimizing processes to build strategies out of silos and encourage tighter collaboration. When she isn't busy helping her advisors, Kirsten can be found running trails in the great state of Oregon, watching Iowa State Football, and changing the world by rescuing one senior dog (or two) at a time with her partner Jeff

Job Titles:

• Chief Marketing Officer
• Partner
• Chief Marketing Officer for C2P Enterprises

Matt Seitz is the Chief Marketing Officer and a Partner at Clarity Insurance Marketing. In his roles, he has streamlined the marketing-sales funnels, spearheaded the digital growth of the companies, reinforced the brand identities, and implemented content marketing strategies to drive leads into and through the sales pipelines. With over 15 years of marketing and sales experience in the finance, accounting, and professional services industries, Matt has made a name for himself as an author and speaker on various marketing and business development topics. His professional philosophy is grounded in relationship marketing - focusing on customer service and satisfaction through data-driven marketing plans with clear ROI. In addition to his role at Clarity Insurance Marketing, Matt serves as the Chief Marketing Officer for C2P Enterprises, the holding company for Clarity Insurance Marketing; Prosperity Capital Advisors, a nationally branded corporate RIA bringing valuable resources and capabilities to independent IARs; Valor Capital Management, a registered investment advisor operating as a Turnkey Asset Management Program (TAMP) and a fund strategist, and Clarity 2 Prosperity, a financial training, coaching and IP development organization. A member of the American Marketing Association, Matt's primary areas of expertise are strategic planning, digital marketing, lead generation, and content marketing. Throughout his career, he has achieved numerous accolades, such as being named one of Cleveland's Notable Marketing Executives in 2021 by Crain's. Matt has also received industry recognition for content marketing, video marketing, and lead generation campaigns. Most recently, Matt was named a finalist for CMO of the Year in 2023 by WealthManagement.com for their Industry Awards, in addition to being a finalist for ThinkAdvisor's LUMINARIES for outstanding executive leadership. Matt and his wife, Melissa, have three children: Riley, Crosby, and Mackenzie. They reside in Cleveland and are huge fans of basketball, Disney, and all Cleveland sports!