Total Financial & Insurance Services. Inc. - A Simplicity Company

As we close the books on an incredible 2024, we're beyond excited to toast to new beginnings, new opportunities, and another year of smashing our goals together! Here's to a safe, fun, and prosperous 2025! Let's make it even bigger and better than the last. Cheers to our amazing clients and to all the achievements that await us! Total Financial - Looking forward to serving you in the year ahead!

As the holiday season brings moments of joy and reflection, we at Total Financial want to express our deepest gratitude for the partnerships and relationships we’ve built with you this year. Your trust and collaboration inspire us to continue delivering innovative solutions and meaningful results. May your holidays be filled with warmth, celebration, and happiness, and may the new year bring health, success, and prosperity. Thank you for being a part of our journey. We look forward to achieving even greater things together in 2025! #partnershipsmatter #businessgrowth #successtogether #insuranceindustry #lifeinsurance #brokeragesolutions Simplicity Group NAILBA Finseca FinTech & InsurTech Digital Congress John Hancock Lincoln Financial Protective Life Symetra Prudential Financial Principal Financial Group Pacific Life Corebridge Financial Allianz Life National Life Group Nationwide Mutual of Omaha Security Mutual Life Insurance Company of New York MassMutual Legal & General America

Big changes are on the horizon in taxes and life insurance, and staying informed is crucial. Don’t miss the Post-Election Tax Analysis webinar on Dec 12, 2024, with Finseca CEO Marc Cadin. Gain critical insights and strategies to navigate the shifting landscape. 📅 Save the date and sign up here: https://lnkd.in/gb7_QSBA #TotalFinancial #WeAreSimplicity #Finseca

Total Financial had a wonderful time at NAILBA43 in D.C. last week! It was wonderful to see friends both old and new as we navigate fresh opportunities within the industry together. A big congratulations as well to Diana Greenberg, President of Total Financial, who has been serving the industry for almost 40 years and was acknowledged at this year's Nailba Mooers award dinner as their new chairwoman! Diana looks forward to affecting positive change in independent brokerage distribution while bringing her leadership skills and industry insights to NAILBA and its valued members and partners. #wearesimplicity #totalfinanical

There are a number of changes, challenges, and opportunities coming from Washington DC that could significantly impact our industry as it relates to taxes and life insurance. Finseca and Total Financial want to keep you ahead of the news. Join our Post-Election Tax Analysis webinar on Dec 12, 2024 with Finseca CEO, Marc Cadin for invaluable insights and strategies to navigate the world ahead. Sign up here! https://lnkd.in/gb7_QSBA #TotalFinancial #wearesimplicity #Finseca

Join us for a free, lead-generating webinar on Wednesday, November 20, 2024, at 1:00 PM ET. Learn how to turn your contact list into fresh opportunities with our Tax Diversification and Retirement presentation. Patrick Kelly, best-selling author, will share strategies for reducing future tax burdens and protecting retirement income. Gain insights into: - Presentation narrative - Program benefits - Tax-Free Retirement Sales Software - Advisor/agent access for lead generation Attendance is required to opt in. Don’t miss out—register today! https://lnkd.in/gBNRf7DT #FinancialAdvisors #TotalFinancial #Webinar #Simplicity

Join Total Financial and Simplicity on Wednesday, October 9, 2024, at 10:00 AM PST for an exclusive virtual event to learn how Simplicity LifeLink™ can help you close life cases faster! This platform lets you quote and submit cases in minutes, with client access via website, text, or email.  Key Benefits:   • Instant client quotes & e-submissions   • Streamlined processing for faster results   • Tools for lead follow-up  • Instant issue term solution  Exclusive access for agents through Total Financial and Simplicity. Don’t miss out! Register now: https://lnkd.in/gyXybCiZ #Simplicity #TotalFinancial #LifeLink

https://lnkd.in/g27RXQCh Total Financial is there for our clients. We are never more than a phone call or email away and we take communication seriously. Our personal approach ensures that our clients can reach us for help with anything they might need. Here's what a few of our beloved clients have to say about getting a hold of us.

📣Finally! It’s time. I’m honored to have been asked to participate alongside an incredible group of leaders for the *ACORD Connect 2024 Virtual Conference* on November 7th! 🗓️ Technology has been transforming the life insurance space, and now it’s time to standardize some of the critical processes. This is one of the most important developments in the industry! You won't want to miss our session: *Standard Life Application Panel Discussion*. We’re on the verge of approving a Standard Life Insurance Application in 48 states through the Interstate Insurance Compact. 📣 Join us and catch this game-changing discussion, moderated by Yolanda Austin of ACORD, featuring: - Andrew Kramer, M Financial Group - Diana Greenberg, Simplicity Group - Becky McElduff, Interstate Insurance Product Regulation Commission - Ken Leibow, InsurTech Express 🔥 Sign up now and be part of this moment: https://lnkd.in/gSUDtggw Total Financial & Insurance Services. Inc. - A Simplicity Company NAILBA Finseca WIFS* NAIFA John Hancock Lincoln Financial Group Protective Life Prudential Financial Pacific Life Principal Financial Group Symetra Allianz Life National Life Group Nationwide Corebridge Financial Transamerica Mutual of Omaha MassMutual Security Mutual Life Insurance Company of New York Securian Financial #fintech #advancements #adaptingtochange #oneapp #lifeinsurance #partnering #leaders #customerexperience #easysales

https://lnkd.in/ghUu6_Jb When Total Financial hosts an event, our goal is to create opportunities, not only for education, but also for professional growth. We value networking, community, and shared success. See what our clients had to say about the last event they attended.