The Total Difference
We have cultivated deep relationships at the top of our industry and leverage our network to provide targeted resources for our agents. Our focus is their success.
Concierge Underwriting
Our concierge case process produces innovative and comprehensive solutions for our agents and their clients. We leverage our depth of experience and relationships creating a collaboration of experts across industry disciplines to deliver unsurpassed case solutions for our agents.
Advanced Planning
We have placed some of the largest cases in the industry. Our comprehensive knowledge of advanced planning combined with unprecedented access to our professional network of legal and industry leaders allows agents to deliver complex strategies beyond their clients’ expectations.
Business Development
We turn ceilings into stratospheres. Our agents thrive because we commit ourselves to their growth by sharing our resources, our relationships, and our 50 years of experience in helping them unlock their maximum revenue potential.
Diana Greenberg, President and CEO of Total Financial is proud to be on the advisory council for Grail.
Grail is a groundbreaking Galleri test for early cancer detection. Total Financial values this relationship and encourages you to learn more about Grail and the Galleri test. Click the image for more detailed information about this exciting new product!
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