An American Success Story of Creativity, Innovation, and Perseverance
Total Financial is born
Marty joined Executive Life, the largest insurer in California at the time. He emerged with the only contract that allowed them to brokerage other carriers along with offering the same products as the other captive agencies. Total Financial is born with Marty as the principal and Lisa running operations and back office.
Diana Greenberg joins the team
Diana Greenberg joins the family business. Under Lisa’s tutelage, Diana began honing her skills in underwriting. She learned the art of underwriting, large case coordination, case management, and the importance of strong relationships with her carrier partners. Her ability to present a case with advanced medical knowledge and case facts allowed her to place the largest most difficult cases and her leadership acumen became readily apparent over the next several years.
Total Financial Joins With NFP
Total Financial joins with NFP, a leading national insurer. Total Financials’ proven reputation in medical expertise, underwriting, and large case reinsurance coordination they became known as the premier agency for the entertainment industry. Over the following 10 years, they would do for NFP what they had mastered with Executive Life and again would rise to the top and be a leader in production.
Diana Greenberg becomes President and CEO
Scott Whitehead Joins The Team
Total Financial partners with Bramco to focus on Brokerage
Total Financial continues its unparalleled record of success
Over the years, Total Financial has placed over $75 billion of insurance face amount and continues its unparalleled record of success for both itself and its many partners and clients. Diana Greenberg is nationally known for her medical expertise and ability to advocate for her agents using the 30 years of experience she has acquired. She has received accolades from numerous carriers, growing Total Financial to new heights. Scott Whitehead and Diana use their positions on numerous advisory boards to advocate for their clients and improve industry outcomes for everyone.