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Featured Partner

Archive for the ‘Featured Partner’ Category

Luis Moreno

Apr 1, 19 • Featured PartnerNo Comments

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Gary Walker

Mar 4, 19 • Featured PartnerNo Comments

Gary Walker was born and raised in Dallas, TX. Upon graduation from W. T. White High School in Dallas, he entered El Centro College and later Criswell Bible College. He graduated from Southern Bible Theological Institute where he studied advanced theology. Gary has been in ministry for almost 40 years. His preaching and pastoral ethics were instilled in him early in his life by his father, the late Dr. W. J. Walker. Gary has had the privilege to shepherd God’s people in Dallas, Quitman, Greenville and Kilgore, TX. He currently pastors in Tyler, TX.

While pastoring in East Texas, Gary felt a greater need to do ministry and asked God to lead him to a career that would allow him to do just that. He was referred to an agency to work as a captive debit agent. While that got him a little closer to his purpose, Gary knew that there was a greater opportunity for him to better serve people. He so often says, “a faith that can’t be tested, is a faith that can’t be trusted.” And with the support of his wife, he stepped out on faith and went independent. He has no regrets.

In his first AEP, Gary became certified in mid-November. Although he had gotten off to a late start, he was still able to secure 85 clients! Gary is not shy about asking questions to get the answers he needs to service his clients. In his own words, “I can be worrisome, but I’m nice.” He really wants to educate his clients on their options. This persistence, along with his ability to never meet a stranger and a genuine heart for the elderly, assists him in being able to serve more and more clients each AEP.

Each step of the way, he has come across people that have been so helpful and knowledgeable in helping him get started. All of which have served as further confirmation that he was walking in his purpose.

Gary credits his wife, Mary, for what he’s been able to accomplish. They enjoy working out with Camp Gladiator, attending live music and theater events and volunteering in the community. Together, they have plans to start an agency that focuses on Medicare, Life, Health and Long-Term Care Insurance.

Bridget George

Feb 5, 19 • Featured PartnerNo Comments

Bridget George is the President and CEO of BG Resource Insurance Agency, located right in the heart of St. Louis, Missouri (MO). Bridget is the wife of Rickey George Sr. as well as a devoted mom of two successful, business oriented young men. While Bridget’s family is very close to her heart, she is also very fond of the place she has called home for most of her life.

In 1984, Bridget graduated from Northwest High School, located in the Northern City area of St. Louis, MO. She worked hard to excel in her studies, always doing her best, as shown in her outstanding grades. She took a break from school, but as an adult, decided to further her education, to pursue the dreams that had always been deep down in her heart. Bridget finally went and enrolled in college for herself. Bridget pursued her bachelor’s degree in Business Administration with a minor in Marketing. In 2013, Bridget had accomplished one of her dreams. She had graduated from college! After watching their mom complete the goals that she had set for herself, her young sons were motivated by their mom, to pursue and accomplish obtaining college degrees as well. So, after watching both of her sons walk across the stage with their degrees, Bridget had a desire to use what she had accomplished to help others in her community.

After working 10 years as an Administrative Assistant in the corporate world and being laid off due to the economy crash in 2007, Bridget decided to step out on faith and do what her heart longed to do, help others! After being laid off, Bridget decided to research the best ways to help and serve the community. After finding out that the people in the community lacked the services that so many people in the corporate world had come to take for granted, she looked into getting her Insurance License. She would use this license to help those around her to gain the financial security in the form of wellness, education, and resources that every family deserves.

Bridget has gone on to acquire the most positive rapport from those living in the St. Louis Metropolitan Area and surrounding communities, throughout Missouri. She has been an asset to the community by following through on providing better lives for those who had lost hope. She has hosted and participated in several events, such as Back to School Extravaganzas, and informational and educational seminars. The smile, caring heart, and transparency that profoundly shows in her work ethic, lead to Bridget being awarded and recognized for being one of the top-vending Insurance Agents in the country.
While Bridget’s heart continues to thrive at BG Resource, her journey does not end here as she’s been able to lend a helping hand to those trying to also be a success. She will be working with other partners to help with resources, and also help others look their best while also taking care of their families. Both of these attributes are very near and dear to her heart! Bridget’s ultimate goal is to be the change that could happen, and see it in the Ferguson community and other surrounding communities.

Bridget Shanks

Jan 3, 19 • Featured PartnerNo Comments

Bridget was born and raised in Oak Cliff, Texas; however, she graduated from DeSoto High School in 1988. She takes great pride in the Western Park neighborhood of Dallas where she still sees her childhood friends on a regular basis.

In 1990, Bridget began her career working for a large group of rheumatologists at St. Paul hospital. There, she worked her way up from the front desk to insurance billing manager. Bridget’s 15 years of experience in the medical and pharmaceutical field served as a stepping stone to her insurance career as an independent agent. Marketing, physician, Medicare, and pharmaceutical knowledge translated well into her new role.

After her first client appointment, she knew she was meant to be an insurance agent because helping and serving seniors in her community is a natural calling. Today, she continues her career in Medicare sales, working hard to retain her current clients and to grow her book of business by at least 100 clients, yearly.

Bridget partnered with The Brokerage to begin her Medicare career and has not looked back since! She has focused on physician outreach, retail staffing her stores, and daily servicing of her large book of business. Bridget has achieved outstanding success!

Bridget is married to Shawn, whom she brought into her business a few years ago. Together, they have two wonderful daughters, Taylor and Tori, as well as two sons, Tate and Zakk. As a family, they enjoy live music events and travelling as much as possible.

Thank you, Bridget!

Tonya Walker

Dec 3, 18 • Featured Partner1 Comment

Tonya was born in Toledo, Ohio, but grew up in Little Rock, Arkansas for most of her life. She graduated from Joe T. Robinson High School in 1992 then attended the University of Arkansas at Little Rock.

Tonya began her career in insurance in October 2013 as an independent agent, enrolling applicants in ACA. She continues her career in Medicare sales. Tonya partnered with The Brokerage to begin her Medicare career and hasn’t looked back.  She has focused on selling UnitedHealthcare Medicare products and has achieved outstanding success!

Tonya is the mother of three wonderful children, Jaylon, Kiarra, and Jera, and an active member of Body of Christ Worship Center. Tonya enjoys thrift shopping in her spare time and traveling as much as she can.

Thank you, Tonya!

Virginia Terry

Nov 1, 18 • Featured Partner3 Comments

Virginia Terry was born to the late Mr. and Mrs. Joseph Miller Sr. She is the wife of Bishop T. Terry Sr.; she wears many hats while working beside her husband in ministry. Virginia is the mother of one son but she and her husband have a blended family of six children and 11 grandchildren.

Virginia received her bachelor’s degree from Huston Tillotson University, a Master’s of Education from East Texas State University and her honorary Doctorate of Divinity. She served 40 years in public education as a teacher and principal. She pursued, accomplished, and retired with an “exemplary” school rating. Some of her accomplishments include:

  • Recognition for excellence in education as the principal of Dallas’s Daniel Chappie James Learning Center by D-Magazine in 2005.
  • In 2015, the National Alliance of Black School Educators Award in Detroit. This award is bestowed to only 17 schools nationwide.
  • After being recognized by the Texas Education Agency for her leadership and accomplishments, Virginia retired in 2013.

After retiring, Virginia became aware of the needs of seniors and the disabled and searched for ways to inform and educate others about the medical benefits available to them. She was introduced to Medicare Advantage plans for this became a way for her to serve others in a noble and compassionate way. She currently works as an independent insurance agent (dba) Virginia Insurance & Consulting Firm under Martha Camarillo, MLC Insurance Group. Under Martha’s guidance and encouragement, Virginia oversees several insurance agents with consulting and training on Medicare Advantage plans for seniors and the disabled. Her agency consists of companies such as Humana, Aetna, UnitedHealthcare, Baylor Scott & White, and more. Virginia was recognized in the $10,000 Producers Club in 2017. She continues to pursue her “exemplary” status. Her spirit of excellency has carried over in her new profession. Virginia does not consider this endeavor a job but a ministry.

James Rash

Oct 5, 18 • Featured Partner1 Comment

I was born at Fort Carson, located in Colorado Springs, Colorado. My father served in the Army. We lived in many places including Germany, Arizona, Missouri, and Wyoming. Constantly moving created many challenges including meeting new friends, schools, and cultures. However, I believe that helped shape my career in the financial and insurance industry.

I have many interests including golf, fishing, hunting, and anything outdoors. I am also a father to one son whom serves in the Army. I have served the public through various jobs, beginning with the Sun Financial Group. I quickly grew learning estate planning, group health, life insurance, and retirement planning. After about four years with Sun Financial Group, the corporation deemed that career agencies would soon cease, which led to me going independent. I have about 24 years of experience holding my group 1 license. Meanwhile, the last six years have been amazing.

I received a phone call from The Brokerage inquiring about an opportunity to help people with ACA while working at an HEB grocery store. I had just moved from Austin to Horseshoe Bay, Texas; I was very excited to expand my client base. That opportunity also led to working with pharmacy directors to help their customers with Medicare, Part D, and Medicare Advantage planning. Incredibly, my business almost doubles every year. This allows my family to enjoy a very comfortable lifestyle. In less than six years, I have added over 800 new clients. Most importantly, educating our target markets is very satisfying.

I’m grateful I answered that phone call six years ago. I wish to THANK THE BROKERAGE for an amazing opportunity!

Albert Robledo

Sep 13, 18 • Featured Partner1 Comment

Albert Robledo is a big believer in Tony Robbins’ mantra, “The secret to living is giving.” He also feels there’s no room for ego. You have to listen, seek answers and be coachable. “I’m a person who has failed his way to success. I wasn’t always the most talented, but I had the tenacity and grit to study and learn my way to success,” he says. He strives to be an all-star leader, inspiring those who work with him to be great, both at work and in life.

After earning a bachelor’s degree in music education from Texas A&M-Kingsville, Albert began his career as a high school band director. He loved music and working with kids, but he wasn’t fond of formal test taking. In fact, Albert flunked his teaching exam the first four times he took it. This situation nearly derailed his career, and forced him to take a one-year hiatus from teaching, during which he worked in the oil fields. In his words, “That was the year I learned accountability and I grew up.” He got serious, passed the exam and returned to his dream of being a teacher.

However, it wasn’t long before Albert realized he had another dream: He wanted to earn more money. So, he began moonlighting in retirement planning. Insurance seemed to be natural fit. “I was still doing what I loved – teaching and helping others. The only difference is that I was working with adults,” he explains.

Just as a waterfall begins with a single drop, Albert built his Harlingen, Texas-based agency one agent at a time. It wasn’t long until he had 100 agents. Today, Albert’s company, PTT Financial, specializes in two lines of business: Medicare and retirement planning. He’s an expert in Medicare Advantage products, and he helps agents get licenses and teaches them how to run their business. He’s also developing a presence in indexed financial products and life insurance.

Sandy Tyler

Aug 2, 18 • Featured PartnerNo Comments

Sandy C. Tyler is a Supervising General Agent helping seniors navigate the Medicare Market since 2000.  He joined PacifiCare in 2005 that same year it was acquired by United Healthcare. Sandy is based in South Texas serving the Corpus Christi, Houston and Victoria Markets. Sandy enjoys working with seniors and ensuring that they make informed decisions that will best fit their needs. Sandy has a passion for developing new agents which has lead to several top producing agents in his agency.

His achievement include Top Producer for AEP 2012, Top Sales Agent AEP 2013, Top Sales Agency AEP 2013, Top 10 Sales Agent 2014, Top Sales Agency 2014, Top Producer 2015, Top Producing Agency 2015, Top Producer 2016, Top Producing Agency 2016, 2017 AEP Top Agent, and 2017 AEP Top Producing Agency. Sandy has been married for years to Niris and has a daughter Kayla. Sandy enjoys traveling and The Pittsburgh Steelers.

McCunis & Fox

Jul 3, 18 • Featured Partner3 Comments

Misty Fox and Gary McCunis founders and owners of The McCunis-Fox Health Insurance Agency have
been providing insurance to families, individuals and businesses since 2007. They have a combination of
over 40 years of sales management experience developing their businesses into industry sales leaders.
They are an independent agency which means they are able to offer plans from every major insurance
carrier. Misty and Gary are committed to being the best and have received many top industry awards in
their career.

They started the business with just the two of them and over the last 11 years they have grown to more
than over 65 agents working with them. They believe in a small, tight knit, high quality group of
individuals and do not believe in a high recruitment strategy, with high turnover. Because of the success
of their team, they have had rapid growth across Texas with expansion into Florida and Oregon. The
main office is headquartered in Watergate Marina in Kemah, TX.

Misty and Gary believe in doing things for the “Right Reasons” which has guided them through growing
their team. They are focused on the “needs of others” by providing them with as much information
about their options so that their clients can make the best decision in regards to their medical, dental,
and life insurance solutions. Misty and Gary believe that they are stronger as a “Team” than they are
individually. This allows their team to address Medicare eligible clients throughout the area in a timely
and educated manner while assisting them with their Medicare Options.