Josh Bashford is a friendly and knowledgeable guide helping individuals and families take charge of their health and finances. He also works to inspire and support new professionals as they begin their own journeys in the insurance field, demonstrating what’s possible with the right guidance and care.
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The Acclivus Group (TAG)
Empowering Excellence
TAG is an agency management organization dedicated to helping health insurance agents expand their practice into new verticals, specifically in life insurance and retirement planning. We support agents by designing tailored benefits packages for individuals, families, small businesses, pre-retirees, and retirees.
Our mission is to empower health insurance agents to grow their practices and better serve their clients. The name “Acclivus” comes from the Latin word for “rising slope,” symbolizing our commitment to helping agents grow their knowledge, expand their services, and transform into trusted benefits advisors.
You don’t have to start over. You build on what you’ve already accomplished.
When you join TAG, onboarding is fast, seamless, and you remain fully independent. You keep your brand, your clients, and full ownership of your book of business. Our role is to provide the training, tools, and support needed to help you scale your success and reach new levels of service.
With TAG, you’ll learn how to:
- Optimize health plans for your clients
- Grow and preserve their assets
- Provide Social Security income analysis
- Maximize retirement cashflow
- Manage chronic care risks
- Guide clients through legacy and succession planning
Let’s rise together
Are you ready to become more than an insurance agent? Well, we are ready to help you take the next step. Fill out the form below and a member of our team will be in touch shortly. No pressure. No commitment. Just a conversation.
16810 E Avenue of the Fountains Blvd., Ste. 211
Fountain Hills, AZ 85268
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