MEET HEALTHPLAN FREEDOM'S
Team of Professional Agents
Tracy Zimmerman
Licensed Agent Since 2008
Robert Livingston III
Licensed Agent Since 2009
Our mission is to help people make informed decisions about insurance products. By educating and providing options with over 60 insurance companies, we can ensure that we are helping protect your family’s health and wealth.
The Heart of HealthPlan Freedom can be summed up in 3 words: Service, Expertise, and Trust. Our staff of highly trained licensed insurance agents offers expertise in Individual & Family Healthcare Plans, Medicare Advantage, Medicare Supplements, Life Insurance, and supplementary products. Our agents are required to complete routine training programs to maintain an elevated level of expertise to ensure the highest level of quality and professionalism. We have a dedicated team of customer service representatives who are here to assist you with any needs or questions you may have about your existing coverage. Your experience with us as your one-stop shop for all of your insurance needs hinges on the top-notch service you deserve. All clients are created equal, and everybody is treated as a valued client. You can trust us to do what is right for you, the client. We are an independent agency, meaning we represent a multitude of insurance companies. This allows us to shop for you based on your individual specific needs and wants. Our success depends on the trust our clients have in us to provide the highest levels of expertise and service.
Choosing the right insurance plan for you and your family can be complicated and overwhelming. With today's complex insurance arena, we are here to help make sense of it all. As plans change yearly, it is important to know what your needs and options are. Let us help navigate the maze of insurance to safeguard your health and wealth. We take an approach that will ease your mind and take the confusion out of the process. We take you through a consultative approach to find out exactly what your needs are by providing a thorough needs assessment. Through our core values and the key components of service, expertise, and trust, we help our clients protect their health and wealth.
HealthPlan Freedom is powered by Messer Financial Group
Licensed agent since 2008
National Producer Number: 10446022
Licenses/Certifications: Accident & Health, Life, Medicare, Long Term Care, & FFM (Marketplace)
Licensed in: NC, AL, AR, AZ, CO, DE, FL, GA, IL, IN, KS, KY, LA, MD, MS, MT, NH, NJ, NM, OH, OK, PA, SC, TN, TX, VA & WV
I have been providing insurance to people since 2013. I believe that putting clients first and maintaining a high level of professionalism on their behalf is what makes an agent. This diligence allows a clients to be comfortable referring family and friends. I also bring a high level of expertise and work diligently to find a plan that meets all concerns.
My specialty is Health Insurance with the Marketplace and Medicare but there are many other options and I offer them all.
I have been married for 28 years and have 2 beautiful daughters. Kathleen is now a professional photographer in New Hampshire and Laura is a flight attendant for American Airlines. I enjoy traveling and all sports.
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Licensed agent since 2009
National Producer Number: 17024462
Licenses/Certifications: Health, Life & FFM (Marketplace)
Licensed in: NC, AZ, CA, DE, FL, GA, IL, IN, LA, MO, MS, OH, OK, SC, TN & VA
States: Georgia, North Carolina. South Carolina, Tennessee, Texas, & Virginia
I have been a life insurance agent since 2009 and, since that time, have worked diligently to help protect families in North and South Carolina as well as other southeastern states. I live in North Carolina with my wife and two children, and I look forward to assisting you with your family protection needs.
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Licensed agent since 2019
National Producer Number: 19262089
Licenses/Certifications: Health, Life, Medicare & FFM (Marketplace)
Licensed in: NC, AL, AZ, DE, FL, GA, IL, IN, KY, LA, MI, MS, OH, OK, SC, TN, TX & VA
I joined Health Plan Freedom in August of 2021, prior to joining I had the privilege of working as an independent agent helping clients apply & enroll in health coverage through the Marketplace. I also helped clients enroll in Medicare Advantage plans and clients who just needed dental & vision plans. My goal is to always make finding and understanding health insurance easy and stress-free. I believe everyone has a right to health insurance, and I will be happy to assist you, your family, and your friends reach the health insurance goals which will best meet their needs and budget.
My husband and I love and enjoy spending time with our two adult children, daughter-in-law, three grandchildren, our large extended family, and church family, as our faith is very important to us, we believe all this helps keep us young as possible, as we together do all the things that families and friends enjoy that make life worth living. I look forward to helping you I am only a phone call, text, or email away.
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Licensed agent since 2011
National Producer Number: 9127296
Licenses/Certifications: Health, Life, & FFM (Marketplace)
Licensed in: NC, AZ, DE, FL, GA, IL, IN, LA, MS, OH, OK, SC, TN, TX & VA
I have been with Health Plan Freedom since 2022, as I am new to the Charlotte area. I am originally from Worcester, MA. I enjoy helping individuals and families enroll in the ACA Marketplace. I currently live in Harrisburg, NC, with my family and my 4 dogs. I am a huge sports enthusiast and enjoy going to the gym.
Licensed agent since 2012
National Producer Number: 17043638
Licenses/Certifications: Health & Life, FFM (Marketplace)
Licensed States: NC, AL, AZ, DE, FL, GA, IL, LA, MI, OH, OK, SC, TN, TX, & VA
I am a health insurance agent based in Charlotte, NC, and am licensed in many states. I specialize in Medicare and ACA (Marketplace) options. I have been proudly serving clients since 2012 and I truly have a passion for helping others. I have worked with top-level insurance carriers and have earned Top Sales Agent of the Year. My focus is to help you find a plan that best suits your personal healthcare needs and your budget. Being experienced in this field, I can make finding insurance easier and stress-free.
To me, faith and family are very important. I enjoy my time off work with my family which includes my husband and two boys that are my blessing. My diversion is shopping and going out with my family. On Sundays, I attend my local church, Church of God The Missionary.
Licensed agent since 2014
National Producer Number: 17312333
Licenses/Certifications: Health & Life, FFM (Marketplace)
Licensed States: NC, AL, AZ, DE, FL, IL, IN, LA, ME, MI, MS, OH, SC, TN, TX, & VA
I am a licensed health and life insurance agent that loves helping people. Since 2014 I have been assisting individuals and families to enroll in affordable quality health plans that benefit their needs.
To be a great agent, I follow a set of integrity core values which are: being honest, helpful, knowledgeable, patient, and accountable. As an agent with integrity, I am happy to make sure my clients have assurance with quality healthcare.
I have several hobbies I like to do in my downtime, like cooking, baking, watching movies, mountain hikes, writing, and listening to music. I love spending time with my partner, three children, and my three grandchildren. I also have lots of family and friends whom I treasure precious moments with.
I look forward to assisting you.
Licensed agent since 2014
National Producer Number: 17005717
Licenses/Certifications: Accident & Health, Medicare, & Long Term Care
Licensed States: NC, AZ, FL, OH, OK, TX, & VA
I am a Bilingual health insurance agent based in Charlotte, NC.
I specialize in Medicare options. I have been proudly assisting beneficiaries since 2014, and my purpose is to help others. I have worked with top-level insurance carriers and have provided educational training on their products. My goal is to educate and make the process of finding a plan that best suits your healthcare needs and budget. Being a Medicare expert, I can make finding your health insurance a seamless and stress-free process.
To me, faith, family, and fitness are very important. I enjoy my time off work with my family and enjoy spending time outdoors with my 4 family dogs. Some of my hobbies consist of working out, cooking, and traveling. I’m passionate about self-development and leaving a positive impact on everyone I encounter.
I look forward to getting the opportunity of working together to find your insurance plan.
Licensed agent since 2015
National Producer Number: 17523659
Licenses/Certifications: Accident & Health, Life, Property, Casualty, & FFM (Marketplace)
Licensed in: NC, AZ, DE, FL, IL, IN, LA, MS, OH, OK, SC, TX & VA
I have enjoyed my seven years working in different aspects of insurance, and my #1 priority will always be my clients. First and foremost, getting to know my clients lets me know their needs. At the moment, I have taken a step back to learn all I can from an administrative side, fulfilling requests from the Healthcare Marketplace and making sure every client is covered from day 1.
Outside of work, I have four beautiful girls. I enjoy the outdoors, criminal and supernatural tv series, horror movies, and dancing.
Licensed agent since 2017
National Producer Number: 8872834
Licenses/Certifications: Accident, Health, Life, Medicare Supplement, Long Term Care & FFM (Marketplace)
Licensed States: NC, AL, DE, GA, IN, MS, OH, PA, SC, TX, & VA
I have 20 years of experience in sales and service in business and consumer sales. I joined Health Plan Freedom in 2023.
I bring a mindset of care and patience in understanding customer needs and helping them get in place the best Insurance coverage and plan.
In my free time, I enjoy jazz music, sports, and fitness. I also enjoy working on projects that are focused on Personal and Professional development.
Licensed agent since 2018
National Producer Number: 18829942
Licenses/Certifications: Health, Life, & FFM (Marketplace)
Licensed States: NC, AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MO, MS, NJ, OH, OK, PA, SC, TN, TX, VA, WA, & WI
My name is Donna, I’m a mother of 2 daughters and 3 grandchildren who are my world. I have been working in the Insurance field for over 5 years in the North Carolina and South Carolina Communities, offering health, life, Accidental and supplemental insurance. I believe that affordable Health Insurance is something that everyone should have. I have helped countless clients find plans that fit their lifestyles and give them peace of mind. My Specialty is providing affordable health plans and life insurance that fits every budget.
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