AGENCY LEADERS
We're looking for a handful of good financial professionals to partner with TFG Tolbert Financial Group — not to work for us, but to build with us. We bring the training, tools, and support.
Work With Us →
Chuck Tolbert, CEOP · LICENSED FINANCIAL PROFESSIONAL
Chuck Tolbert is a Licensed Financial Professional and agency leader who helps families, business owners, and advisors build a clear defensive strategy around income, protection, and legacy.
Sheila Tolbert, MANAGING PARTNER · HEALTH INSURANCE PROFESSIONAL
Sheila Tolbert is a health insurance professional and managing partner who helps individuals, families, and businesses understand their health coverage and protect the plan they are building.
WHY ADVISORS BRING THEIR TEAMS TO TFG
Keep more of what you produce. Our advisor agreements are structured to reward production with industry-leading payouts and a clear path to grow your income as your book scales.
Moving your team shouldn't mean starting over. We handle licensing, contracting, and onboarding so your producers stay productive and your clients stay with you.
Done-for-you lead generation, branded marketing assets, and a modern CRM keep your pipeline full and your follow-up organized — so you focus on closing, not chasing.
Our in-house support team runs illustrations, compares carriers, and handles the back-office so every case goes out accurate, competitive, and on time.
Coverage gap questionnaire
Take the questionnaire to see how TFG helps you find the right conversation, the right coverage, and the right next step for each client.
DIRECT MENTORSHIP
When you join TFG, you're not handed a playbook and sent on your way. You work directly with Chuck and Sheila Tolbert — founders who've spent decades in production, leadership, and team-building.
Walk through complex cases and design the right solution for your client.
Get guidance on recruiting, training, and leading producers who perform.
Plan your growth with leaders who've scaled agencies from the ground up.
FOR TEAM LEADERS
TFG was built by team leaders, for team leaders. Whether you're moving an established agency or scaling a new one, we give you the structure to grow your downline while we handle the back-office heavy lifting.
If you are already leading producers, TFG gives you the infrastructure, overrides, and support to lead at a higher level — without the administrative weight.
Recruit, train, and mentor your own team with a compensation structure that rewards leadership and a platform that makes onboarding new producers fast.
Run your practice your way. We provide the tools, carriers, and back-office — you keep your culture, your clients, and your brand.
WORK WITH US
Tell us where you are today and what you want from an IMO/FMO partnership. Chuck and Sheila will review your inquiry and follow up directly.
Chuck Tolbert, Licensed Financial Professional.
Sheila Tolbert, health insurance professional.
BUILD A BUSINESS THAT'S YOURS.
Chuck Tolbert, Licensed Financial Professional · Sheila Tolbert, health insurance professional.
STATEMENT OF CLARITY
The foundational bedrock of a high-integrity financial partnership. Please review these disclosures carefully.
For questions about these disclosures, contact support@tolbertfinancialgroup.com or call (728) 242-3597.