OUR STORY

Innovative Financial Group (IFG) is one of the fastest growing insurance platforms in the country. Founded in 2018, our mission has always been to provide unparalleled support and superior customer service to all of our clients through our needs-based approach to insurance. Our services and ongoing recommendations, which are focused on helping people reduce risk and increase wealth, have attracted many new clients seeking advice from our agents. When you pair that with our large and diverse product offering, our agents have the ability to help almost anyone achieve their financial goals.

OUR STORY

Innovative Financial Group (IFG) is one of the fastest growing insurance platforms in the country. Founded in 2018, our mission has always been to provide unparalleled support and superior customer service to all of our clients through our needs-based approach to insurance. Our services and ongoing recommendations, which are focused on helping people reduce risk and increase wealth, have attracted many new clients seeking advice from our agents. When you pair that with our large and diverse product offering, our agents have the ability to help almost anyone achieve their financial goals.

LEADERSHIP

EXECUTIVE TEAM

Tyler Rees - CEO

TYLER REES

CHIEF EXECUTIVE OFFICER

Josh Benson - COO

JOSH BENSON

CHIEF OPERATIONS OFFICER

Ryan Strathmeyer - CMO

RYAN STRATHMEYER

CHIEF MARKETING OFFICER

PARTNERS

EXECUTIVE TEAM

Tyler Rees - CEO

TYLER REES

CHIEF EXECUTIVE OFFICER

Josh Benson - COO

JOSH BENSON

CHIEF OPERATIONS OFFICER

Ryan Strathmeyer - CMO

RYAN STRATHMEYER

CHIEF MARKETING OFFICER

SALES

Medicare Sales

PETER WALKER

PRESIDENT OF SALES

EJ MYERS

VICE PRESIDENT OF SALES

ADAM REES

VICE PRESIDENT OF SALES

MATTHEW MURRAY

DIRECTOR OF SALES & MARKETING

Final Expense

DON FRANSKO

VICE PRESIDENT OF FINAL EXPENSE

REGIONAL AGENT SALES

WILL THOMPSON

AGENCY BROKER EXECUTIVE

RYAN RADLEY

AGENCY BROKER EXECUTIVE

KORBIN MYERS

AGENCY BROKER EXECUTIVE

CLAY WATERBURY

AGENCY BROKER EXECUTIVE

SALES

Medicare Sales

Peter Walker - Director of Medicare

PETER WALKER

PRESIDENT OF SALES

EJ Myers - Vice President of Sales

EJ MYERS

VICE PRESIDENT OF SALES

Adam Rees - Vice President of Sales

ADAM REES

VICE PRESIDENT OF SALES

Adam Rees - Vice President of Sales

MATTHEW MURRAY

DIRECTOR OF SALES & MARKETING

FINAL EXPENSE

Peter Walker - Director of Medicare

DON FRANSKO

VICE PRESIDENT OF FINAL EXPENSE

REGIONAL AGENT SALES

Matt Corrigan - Vice President of Sales

WILL THOMPSON

AGENCY BROKER EXECUTIVE

Will Thompson - Vice President of Sales

RYAN RADLEY

AGENCY BROKER EXECUTIVE

Will Thompson - Vice President of Sales

KORBIN MYERS

AGENCY BROKER EXECUTIVE

Will Thompson - Vice President of Sales

CLAY WATERBURY

AGENCY BROKER EXECUTIVE

OPERATIONS

LEADERSHIP

Taryn Burdge - Director of COntracting Life and Aunnities

TARYN BURDGE

DIRECTOR OF CONTRACTING

LIFE & ANNUITIES

Sarah Walters-Maher - Director of Reporting

SARAH WALTERS-MAHER

DIRECTOR OF

REPORTING

CONTRACTING

Lisa Crabtree - Life and Annuities Contracting Specialist

LISA CRABTREE

LIFE & ANNUITIES

CONTRACTING SPECIALIST

Kelly Daniels - Medicare and ACA Contracting Specialist

KELLY DANIELS

MEDICARE & ACA

CONTRACTING SPECIALIST

Kelli Miliron - Medicare and ACA Contracting Specialist

KELLI MILLIRON

MEDICARE & ACA

CONTRACTING SPECIALIST

Kelli Miliron - Medicare and ACA Contracting Specialist

SHAWN LENOS

COMPLIANCE SPECIALIST

COMMISSIONS

Abranna Neff - Commissions specialist

ABRYANNA NEFF

COMMISSIONS SPECIALIST

Jonathan Seward - Commissions and reporting specialist

JONATHAN SEWARD

COMMISSIONS SPECIALIST/REPORTING

Jonathan Seward - Commissions and reporting specialist

ASIA HINES

COMMISSIONS SPECIALIST

OPERATIONS

LEADERSHIP

Taryn Burdge - Director of COntracting Life and Aunnities

TARYN BURDGE

DIRECTOR OF CONTRACTING LIFE & ANNUITIES

Sarah Walters-Maher - Director of Reporting

SARAH WALTERS-MAHER

DIRECTOR OF REPORTING

CONTRACTING

Lisa Crabtree - Life and Annuities Contracting Specialist

LISA CRABTREE

LIFE & ANNUITIES CONTRACTING SPECIALIST

Kelly Daniels - Medicare and ACA Contracting Specialist

KELLY DANIELS

MEDICARE & ACA CONTRACTING SPECIALIST

Kelli Miliron - Medicare and ACA Contracting Specialist

KELLI MILLIRON

MEDICARE & ACA CONTRACTING SPECIALIST

Kelli Miliron - Medicare and ACA Contracting Specialist

SHAWN LENOS

COMPLIANCE SPECIALIST

COMMISSIONS

Abranna Neff - Commissions specialist

ABRYANNA NEFF

COMMISSIONS SPECIALIST

Jonathan Seward - Commissions and reporting specialist

JONATHAN SEWARD

COMMISSIONS SPECIALIST/REPORTING

Jonathan Seward - Commissions and reporting specialist

ASIA HINES

COMMISSIONS SPECIALIST

MARKETING

DIGITAL LEADS / CRM / CREATIVE

Matthew Murray - Director of Digital Marketing

MARQUES PAGAN

DIRECTOR OF AUTOMATION

Marques Pagan - Director of Automation

ADAM AMEZCUA

TECHNOLOGY SUPPORT

Alice Heitchue - Creatve Director

ALICE HEITCHUE

CREATIVE DIRECTOR

Brian Lane - Graphic Designer

BRIAN LANE

DIRECTOR OF VIDEO & PHOTOGRAPHY

DIRECT MAIL

Chad Dawkins - Director of Print Production

CHAD DAWKINS

DIRECTOR OF PRINT PRODUCTION

Thomas Rhodes - Direct Mail Specialist

THOMAS RHODES

DIRECT MAIL SPECIALIST

Jeremy Wright - Direct Mail Specialist

JEREMY WRIGHT

DIRECT MAIL SPECIALIST

MARKETING

DIGITAL LEADS / CRM / CREATIVE

Marques Pagan - Director of Automation

MARQUES PAGAN

DIRECTOR OF AUTOMATION

J Robert Raines - Digital Ad Ops Specialist

ADAM AMEZCUA

TECHNOLOGY SUPPORT

Alice Heitchue - Creatve Director

ALICE HEITCHUE

CREATIVE DIRECTOR

Carley Huffman - Graphic Designer

BRIAN LANE

DIRECTOR OF VIDEO & PHOTOGRAPHY

DIRECT MAIL

Chad Dawkins - Director of Print Production

CHAD DAWKINS

DIRECTOR OF PRINT PRODUCTION

Thomas Rhodes - Direct Mail Specialist

THOMAS RHODES

DIRECT MAIL SPECIALIST

Jeremy Wright - Direct Mail Specialist

JEREMY WRIGHT

DIRECT MAIL SPECIALIST

Our Team

ACA CONTRACTING

COMMISSIONS

LIFE CONTRACTING

MEDICARE CONTRACTING

MARKETING /CREATIVE

REPORTING

SALES SUPPORT

SUNFIRE SUPPORT

TECHNOLOGY

Home Office:

3147 S 17th St Suite 300,

Wilmington, NC 28412

Phone: 888-241-1470 | TTY 711

Office Hours:

Monday - Friday | 9 am to 5 pm, ET

Visit our Facebook Community:

Innovative & Friends

A non-government entity powered by Innovative Financial Partners, LLC, a health insurance agency. We do not offer every plan available in your area. Currently we represent 6 carrier organizations which offer 2,352 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

© 2024 Innovative Financial Group | All Rights Reserved | Terms & Privacy

Home Office:

3147 S 17th St Suite 300,

Wilmington, NC 28412

Phone: 888-241-1470 | TTY 711

Office Hours:

Monday - Friday | 9 am to 5 pm, ET

Visit our Facebook Community:

Innovative & Friends

A non-government entity powered by Innovative Financial Partners, LLC, a health insurance agency. We do not offer every plan available in your area. Currently we represent 6 carrier organizations which offer 2,352 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

© 2024 Innovative Financial Group | All Rights Reserved | Terms & Privacy | Your Privacy Choices