Agent Bio

Cheryl "Shon" Newsome

National License # 17779365

Resident State License # 2066889

PROFESSIONAL EXPERIENCE SUMMARY

10+ years of direct Life, Health, and Benefits experience
Extensive client advisory and education skills
Financial services and tax awareness knowledge
Business development and marketing expertise with the ability to build trust and establish healthy client relationships
Strong understanding of financial needs analysis, risk management, and insurance coverage planning

RELATED PROFESSIONAL EXPERIENCE

Business Owner — Kairos Solutions Group (2020–Present)

Established partnerships with the top financial carriers in the industry, in the areas of insurance coverage, wealth accumulation, legacy and retirement planning
Advised clients on the best plans for their financial and family needs--with a focus on , wealth building, income protection, retirement planning and final expense coverage.
Participated in national literacy and awareness campaigns that helped educate clients on financial concepts and tools that would assist in protecting and preserving their health and wealth
Became A Trained Social Security and Tax Care Advocate with the ability to explain the financial impact of taxes on building wealth and retirement

Benefits Representative — Association Member Benefits Advisors (AMBA) (2015–2020)

Assisted public school educators and public-sector employees across TX and NM to understand their retirement benefits and provided guidance on selecting the best plan to meet their individualized needs -- including life, health, chronic illness and long-term care options.
Organized and spoke at large group benefit sessions to educate retirees on options to secure their health and wealth

Partner — Kairos Global Solutions (2008–2015)

Ran a boutique marketing consultancy focused on Big Data insights—skills that now support data-driven decision making in insurance markets, product selection, and targeted outreach.
Improved business efficiency for clients, reinforcing my ability to assess needs and recommend strategic solutions

Senior Business Advisor — Generational Equity, LLC (2005–2008)

Proactively engaged owners of $1MM+ revenue businesses and successfully drove their participation in a high-level exit strategy sessions by coordinating and securing their attendance, leading to a deeper understanding of preserving legacy
Learned concepts in business valuation, exit strategy planning, mergers and acquisitions and other concepts connected to wealth building and preservation

AWARDS:

Mustang Award (Top 1% of Agents) Recognized among the top 1% of agents in my company, recognized for delivering exceptional care, consistent follow-through, and reliable policy service enabling the clients I serviced to make quality policy decisions
Diamond Earner (2015–2020) Honored for providing outstanding service across my entire territory, consistently supporting clients with personalized guidance, timely assistance, and a commitment to helping them make confident insurance decisions