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Archive for the ‘Featured Partner’ Category

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.

Jeremy Cutlip

Jun 3, 18 • Featured PartnerNo Comments

We are excited to announce Jeremy Cutlip as our Partner of the Month for June 2018!

“I started my insurance career in September of 2015 in a captive agency. They had a great training program where I excelled quickly. However, it was a “boiler room” environment: no matter how good you did, it wasn’t good enough. The whole pyramid business model was flawed. After producing my record month in November 2017, I left in December to start working independently with the Brokerage with the idea of cross selling all avenues.

Then I started “IBT,” offering benefits to the blue collar working class. Now, rather than battling for numbers within your own agency, I work to bring down the walls of making clients choose one carrier.

“The definition of insanity is doing the same thing over and over and expecting different results.” Albert Einstein

This quote sits with me more than ever considering my transition from captive to independent.

Later, I was appointed to the Humana “A-Team” and found great success selling Medicare Advantage plans but settling on one thing is not why I became independent. Cross-selling is the greatest asset we have as brokers. Why should casualty have all the fun?

I graduated the University of North Texas in 2002 with a Bachelor of Science in Hospitality. After school, I gained 17 years of service experience. I owned two establishments – Skybox Sports Club and Barfly’s Bar & Grill – built five and worked for over 20 businesses. Surprisingly, I still work at Cowboys Stadium during events! I am happily not-married to my wonderful partner, Katharine, with two children, Mackenzie and Jameson. I also enjoy long walks from the bar!

I’m looking forward to changing the insurance game!”


Adriana Freeman

Apr 30, 18 • Featured Partner2 Comments

We are excited to announce Adriana Freeman as our Partner of the Month for May 2018!

Adriana Freeman is the owner & principal of Insure Prosperity, LLC Insurance Agency. With over 20 years of experience, Adriana works to develop independent agents, confidence in their skills and the unwavering commitment to provide valuable services to the senior community. She empowers agents with the ability to solve insurance problems so they can create financial security for the customer.

adrianaLicensed in 32 states, Adriana started her career in insurance with Allstate, where she was awarded “Top Sales Agent” numerous times. In 1998, she was recruited by Humana, Inc. During her employment, she was promoted to sales management for the start up of the HumanaOne IMM Telesales team in San Antonio, Texas. Adriana was honored to be entrusted with business operations such as coding and testing HTML on-line pop-up scripting, collaborating with UW team and streamlining workflows, to name a few. Adriana was recognized by Tod Zacharias, President of HumanaOne, for her contributions. Adriana’s ability help with licensing, train and develop top performing sales agents in Texas did not go unnoticed as she was given an opportunity to work with her peers, training sales agent in Florida as well.

Adriana joined UnitedHealthcare’s Independent Career Agent team in 2008 where she earned “Top Sales Agent” five out of seven years. In 2016, Adriana joined The Brokerage Inc. FMO, and in a short amount of time, she has grown the Insure Prosperity Agency team to four sub agencies: Market Health Insurance Agency, Gladys Murphy Insurance Agency, G&S Insurance Agency and EIC Agency with three offices in San Antonio and one office in Corpus Christi, Texas.

With a “service before self,” motto, Adriana strives to instill a “do no harm” approach throughout the Insure Prosperity Team.

Adriana has been married to Wayne C. Freeman for 16 years. Together they have four children, seven grandchildren and four children. Adriana majored in Network Administration & Computer Programming, studying languages Java, Visual Basics, and Cisco. She enjoys growing her own herbs, cooking, printing, photography and Tai Chi Qu Gong.

We would like to congratulate Adriana on this achievement and her continued success!

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