AGENCY LEADERS

Meet the Leaders Behind Tolbert Financial Group

“Sheila and I lead our agency.”

— CHUCK TOLBERT, CEOP

The husband-and-wife team behind TFG — partnering with financial professionals who want to build a business that's theirs. You bring your talent. We bring the training, the tools, and the support.

Chuck Tolbert

CEO, Licensed Financial Professional

Chuck came to this work through his own family's story. His father's trust and estate plan carried him through his years as an international DJ, music producer, and songwriter — and opened his eyes to how wealth really moves between generations.

When the pandemic closed the music chapter, Chuck started over in health insurance, then moved into financial planning with Northwestern Mutual. Today his mission is helping families build generational wealth and become their own bank.

Life Insurance & Living Benefits Retirement Planning Business Planning

Sheila Tolbert

Managing Partner, Health Insurance Professional

Sheila leads the health insurance side of TFG — coverage for groups and individuals — and serves as the company's Managing Partner.

She is the steady hand behind the operation: making sure every client gets clear answers, honest guidance, and coverage that actually fits their life and their budget.

Group Health Insurance Individual & Family Health Benefits Guidance

Work With Us

Stats Strip | Tolbert Financial Group

70+

Insurance Carriers We Shop For You

Defensive Strategies Built To Protect Your Money

Steps From Strategy Call To Ongoing Stewardship

Why Tfg | Tolbert Financial Group

WHY TFG

Why Advisors Bring Their Teams to TFG

Everything you need to grow a thriving practice — and lead a team that does the same.

Higher Compensation

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.

Seamless Team Transitions

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.

Marketing & CRM Infrastructure

Done-for-you lead generation, branded marketing assets, and a modern CRM keep your pipeline full and your follow-up automated — so you focus on closing, not chasing.

Carrier & Illustration Support

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 | Tolbert Financial Group

Want to see the tools your clients get?

Take the 2-minute Coverage Gap Questionnaire — the same gap-finding tool your future clients will use. It’s part of the marketing infrastructure waiting for you here.

Try the Questionnaire →

Direct Mentorship | Tolbert Financial Group

DIRECT MENTORSHIP

Mentorship from Chuck & Sheila Tolbert

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. They’re available to help you think through cases, structure your team, and scale your practice with the benefit of experience that only comes from having done it.

Case Strategy

Walk through complex cases and design the right solution for your client.

Team Building

Get guidance on recruiting, training, and leading producers who perform.

Practice Scaling

Plan your growth with leaders who’ve scaled agencies from the ground up.

For Team Leaders | Tolbert Financial Group

FOR TEAM LEADERS

Bring Your Team

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.

Competitive override & leadership compensation
Fast, white-glove team onboarding
Shared marketing & recruiting resources
Direct access to Chuck & Sheila for strategy

Built for Team Leaders

If you’re already leading producers, TFG gives you the infrastructure, overrides, and support to lead at a higher level — without the administrative weight.

Grow Your Downline

Recruit, train, and mentor your own team with a compensation structure that rewards leadership and a platform that makes onboarding new producers fast.

Keep Your Autonomy

Run your practice your way. We provide the tools, carriers, and back-office — you keep your culture, your clients, and your brand.

Lead at a Higher Level

Team leaders at TFG get the best of both worlds: the freedom to run your practice your way, and the firepower of a firm that invests in your producers’ success.

Contact Form | Tolbert Financial Group

WORK WITH US

Tell us about your practice.

A few details so we can have a real conversation about partnership.

Final Cta | Tolbert Financial Group

PARTNER WITH TFG

Build a business that’s yours.

Partner with our firm — not to work for us, but to build with us. Bring your talent. We’ll bring the training, the tools, and the support.

☎ (728) 242-3597

Work With Us →

TFG Tolbert Financial Group, LLC provides insurance-related education and services through appropriately licensed and appointed insurance professionals. This page is for general educational purposes and is not individualized legal, tax, or investment advice.

TFG Tolbert Financial Group, LLC provides insurance-related education and services through appropriately licensed and appointed insurance professionals. 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. 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. 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. Insurance recommendations and transactions are conducted only through appropriately licensed and appointed insurance professionals.

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.

When wills, trusts, estate documents or legal advice are needed, we encourage clients to work with qualified estate-planning attorneys and other appropriate professionals. TFG does not draft legal documents or provide legal advice.