Simplicity Los Angeles (Total Financial) has cultivated deep relationships at the top of our industry and we leverage our network to provide targeted resources for our agents.
Services
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 by creating a collaboration of experts across industry disciplines to deliver unsurpassed case solutions for our agents.
Detailed Analysis, Outstanding Outcomes
- Experts in complex medical underwriting
- Impaired risk underwriting
- Meticulous planning and assessment
- In-depth medical analysis to separate risk from clinical profile
Elevating Every Case
We help keep your clients out of traditional risk assessment ‘boxes’ so that their policy is formed from their unique circumstances. We elevate outcomes while maintaining client privacy. Our track record is one of consistent success and perseverance. We handle each case on it’s own and see it through from inception to delivery, every step of the way.
Advanced Planning
We are a stand-out when it comes to Advanced Planning. Our process is thorough and intentional. We have assembled a multi-disciplinary team of experts capable of handling every aspect of your client’s needs. This comprehensive analysis is then seamlessly integrated into elegant case design that leaves no stone unturned. We understand there are no cookie-cutter solutions when it comes to your client’s future. We have placed some of the largest cases in the industry and our track record is one of unprecedented success and client satisfaction.
A Holistic Approach
- Ultra-high-net-worth planning
- Private and commercial premium finance strategies
- Estate/wealth and retirement solutions
- Business succession planning
- Specialty markets and charitable planning
- Special needs planning
- Foreign Nationals
High-end technical support
- Advanced case design and consultation
- Carrier-agnostic product design and selection
- Our proprietary fact-finder tools for delineation of client assets and goals
- Training and continuing education
- Full suite of marketing materials and resources
- Tax, legal, and legislative updates and thought leadership articles
Business Development
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.
Our Resources are Your Rocketfuel
- Educational resources and one-on-one expertise to help you reach your goals and grow your book of business
- Access to expanded market opportunities through our network
- Community of like-minded achievers with diverse market reach
- Staying involved with your growth and providing leading-edge products and services
Your Growth is Our Goal
Agents who work with us are treated like family. Our commitment to the success of that family is evident through our detailed approach to business development. When you are a part of Total Financial, our greatest asset is your success. Our networking capacity and in-house resources are centered around helping you keep and acquire new business.
