Infinite Banking
Recapture interest you would otherwise pay to banks and put it to work for your family through specially designed whole-life contracts.
OUR APPROACH
YOUR BEST OFFENSE IS YOUR DEFENSE.
Our job is to protect your biggest asset — your ability to earn an income.
Book Your Strategy Call →
70+Insurance Carriers We Shop For You
16Defensive Strategies Built To Protect Your Money
5Steps From Strategy Call To Ongoing Stewardship
The foundation
FOUR PILLARS OF OUR STRATEGY
Each plan is built on these foundations, customized to your goals and circumstances.
Wealth Protection
Safeguard your assets against market volatility, lawsuits, and unforeseen life events with layered protection strategies.
Tax-Advantaged Retirement
Structure your retirement income to pursue tax-advantaged access and maximize the wealth you keep. Tax treatment depends on your individual circumstances and applicable law.
Generational Legacy
Pass wealth efficiently to the next generation with trusts, estate planning, and education for your heirs.
TFG does not provide tax advice. Tax treatment depends on individual circumstances and applicable law and may change. Clients should consult a qualified tax professional regarding their individual situation.
Coverage gap questionnaire
NOT SURE WHICH ONES FIT YOUR LIFE?
The coverage gap questionnaire helps you identify where to start. Bring your answers to your strategy call and we will take it from there.
STATEMENT OF CLARITY
Important Disclosures
The foundational bedrock of a high-integrity financial partnership. Please review these disclosures carefully.
01
Professional Standing
- TFG Tolbert Financial Group, LLC provides insurance-related education and services through appropriately licensed and appointed insurance professionals.
- Insurance recommendations and transactions are conducted only through appropriately licensed and appointed insurance professionals.
02
Product Parameters
- Insurance product availability and features vary by carrier and jurisdiction and are subject to eligibility, underwriting, policy terms, limitations, exclusions and carrier approval.
- Guarantees associated with insurance products are subject to the claims-paying ability of the issuing insurance company.
- Nonguaranteed policy values, interest crediting and dividends, where applicable, may vary.
03
Risk & Strategy
- Policy loans and withdrawals may reduce available cash value and death benefits, may cause a policy to lapse if not properly managed, and may have tax consequences.
04
Advisory Boundaries
- TFG Tolbert Financial Group, LLC does not provide legal or tax advice.
- Information presented on this website is for general educational purposes and should not be considered individualized legal, tax or investment advice.
- Clients should consult appropriately qualified professionals regarding their individual circumstances.
- Products and services may not be available in all states.
For questions about these disclosures, contact support@tolbertfinancialgroup.com or call (728) 242-3597.
An independent brokerage
A plan built around your life, not one carrier.
As independent brokers, we partner with some of the world's most powerful financial institutions, giving you access to strategies that protect your assets, grow your savings efficiently, and build a strong, worry-free retirement. We compare solutions so the conversation can stay focused on your goals.
BOOK YOUR STRATEGY CALL
Start with a clear conversation about your goals, your responsibilities, and what you want your money to make possible.
Chuck Tolbert, Licensed Financial Professional · Sheila Tolbert, health insurance professional.