We are excited to announce that Highland Capital Brokerage/Constellation and Total Financial & Insurance Services, Inc. have entered into a strategic partnership with the intent to build a long-term partnership together with our core objective being insurance growth.
Diana Greenberg, President & CEO, Total Financial & Insurance Services, Inc. shares, “This partnership is mutually beneficial for both firms as we will be working together to grow our insurance and annuity businesses. We will employ a collaborative approach where we will build a plan with a strong focus on leveraging new avenues for Total Financial to grow our business while providing new value to our producers.”
Scott Whitehead, Chief Marketing Officer, Total Financial & Insurance Services, Inc., states, “This is a very close partnership with Highland Capital Brokerage, where we can co-share resources together, yet we can remain independent while helping create new growth opportunities for our producers.”
“Through this exclusive partnership, we will remain focused on providing Total Financial & Insurance Services, Inc. with exceptional opportunities and resources,” said Jim Gelder, CEO, Highland Capital Brokerage. “We look forward to providing dedicated strategic and proactive support to make this a success for both companies.”
For 48 years, Total Financial & Insurance Services, Inc. has been a significant independent resource for producers in the marketplace. Marty Greenberg, who is the founder and Chairman of the Board, has helped build the company into a multi-billion dollar life volume agency with approximately $800 million+ in paid premiums. We are one of the nation’s leaders in underwriting life insurance for wealthy individuals, corporations, and experts in the impaired risk market.
Total Financial will continue to remain an independent BGA and a member of Bramco Financial Resources. Bramco has been a close strategic partner of ours and will continue to be going forward. We believe that having a number of close partners gives us incredible leverage to support our agents in every way possible.