At Total we understand the changing times and are planning to be there for you. Total Financial has always treated our employees and agents as family. Now more than ever that statement is true. We are committed to making sure we are doing everything during this unprecedented period to protect both our agents and our employees.

Click here for the Business Continuity page on our website for all the key carrier information.

Year End Deadlines and Other Resources

It's that time again! Carriers have begun publishing their year-end deadlines. Below you will find a summary of requirements and key dates, and links to email announcements and additional resources to help you make sure your cases are submitted in time Click here

 
 
 
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By getting appointed with Sure LC, you are able to fill out the forms once, and any contract paperwork you need in the future—with virtually any carrier—will be automatically completed for you.

Complete it once and never fill out another contract again.

iGO®, an intelligent fillable form and data gathering solution, is designed to streamline and accelerate the selling of life insurance and health care products. iGO enables career and independent producers to improve efficiency and productivity by eliminating errors and producing 100% in Good Order submissions. Hosted by iPipeline, iGO is accessible through a single sign-on via your website or a distribution partner's website.

When used with e-Signature and e-Submission, producers execute straight-through processing to speed policy issuance.

ExpressComplete is a multi-carrier quote and short application solution connecting producers to fulfillment centers.
The business is changing daily, this podcast is a must-listen for all insurance professionals.
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Total Financial Insurance Business Blog

January 27, 2021

Important Information Regarding Cap Changes

Important Updates RegardingCap and Illustrated Rates If you follow the markets, you already know there’s been significant volatility, which is seemingly par for the course in […]
December 11, 2020

Symetra – FINAL REMINDER: YEAR-END PROCESSING DEADLINES

Dec. 10, 2020 Year-end is quickly approaching. Please note the remaining important year-end business processing deadlines: Final underwriting requirements were due at Symetra by Monday, December 7. […]
December 8, 2020

Enhanced customer portal helps policyowners manage their policies online

Symetra’s customer account portal has been redesigned from top to bottom to better serve our life insurance policyowners and their insurance professionals at home or on […]