Total Financial & Insurance Services. Inc. - A Simplicity Company

Join Total Financial and Simplicity on Wednesday, October 9, 2024, at 10:00 AM PST for an exclusive virtual event to learn how Simplicity LifeLink™ can help you close life cases faster! This platform lets you quote and submit cases in minutes, with client access via website, text, or email.  Key Benefits:   • Instant client quotes & e-submissions   • Streamlined processing for faster results   • Tools for lead follow-up  • Instant issue term solution  Exclusive access for agents through Total Financial and Simplicity. Don’t miss out! Register now: https://lnkd.in/gyXybCiZ #Simplicity #TotalFinancial #LifeLink

https://lnkd.in/g27RXQCh Total Financial is there for our clients. We are never more than a phone call or email away and we take communication seriously. Our personal approach ensures that our clients can reach us for help with anything they might need. Here's what a few of our beloved clients have to say about getting a hold of us.

📣Finally! It’s time. I’m honored to have been asked to participate alongside an incredible group of leaders for the *ACORD Connect 2024 Virtual Conference* on November 7th! 🗓️ Technology has been transforming the life insurance space, and now it’s time to standardize some of the critical processes. This is one of the most important developments in the industry! You won't want to miss our session: *Standard Life Application Panel Discussion*. We’re on the verge of approving a Standard Life Insurance Application in 48 states through the Interstate Insurance Compact. 📣 Join us and catch this game-changing discussion, moderated by Yolanda Austin of ACORD, featuring: - Andrew Kramer, M Financial Group - Diana Greenberg, Simplicity Group - Becky McElduff, Interstate Insurance Product Regulation Commission - Ken Leibow, InsurTech Express 🔥 Sign up now and be part of this moment: https://lnkd.in/gSUDtggw Total Financial & Insurance Services. Inc. - A Simplicity Company NAILBA Finseca WIFS* NAIFA John Hancock Lincoln Financial Group Protective Life Prudential Financial Pacific Life Principal Financial Group Symetra Allianz Life National Life Group Nationwide Corebridge Financial Transamerica Mutual of Omaha MassMutual Security Mutual Life Insurance Company of New York Securian Financial #fintech #advancements #adaptingtochange #oneapp #lifeinsurance #partnering #leaders #customerexperience #easysales

https://lnkd.in/ghUu6_Jb When Total Financial hosts an event, our goal is to create opportunities, not only for education, but also for professional growth. We value networking, community, and shared success. See what our clients had to say about the last event they attended.

We had an amazing time celebrating the opening of our new LA office with an open house! A huge thank you to all our carrier partners, agents, and vendors who joined us for this special event. We are proud to be part of the Simplicity Group and absolutely love our new space! A special shoutout to Nick Lines, Ryan Schick, H. David Everly, Tasa Flint, Rey Castro, Sean Coughlin CFP®,ChFC®,CLU®, Paul Terry, and Chris Chertboonmuang for making the celebration extra memorable. We can't wait to welcome you all back to our office soon! Swipe through the photos to relive the fun moments! Here’s to more great events and collaborations ahead. #TotalFinancial #SimplicityGroup #NewOfficeCelebration #LAOffice #CarrierPartners #AgentNetwork #Grateful #OpenHouseSuccess Simplicity Group

https://lnkd.in/g9Deh2jB Total Financial is there for our clients. We are never more than a phone call or email away and we take communication seriously. Our personal approach ensures that our clients can reach us for help with anything they might need. Here's what a few of our beloved clients have to say about getting a hold of us.

Three Ideas to End the Year Strong with Pacific Life! Date: Tuesday, September 10, 2024 Time: 11:00 AM CST Duration: 45 minutes Join us for an exclusive webinar where Pacific Life will reveal 3 proven sales strategies to help you close out 2024 on a high note! Our experts will share real case studies to showcase the power of Pacific Life’s IUL product and their best-in-class underwriting. Here’s what you’ll learn: 1. Estate Planning and how to help motivate your client 2. Large case underwriting and their ability to win a case 3. How to get more “bread & butter” sales with great product and accelerated underwriting Don’t miss this opportunity to enhance your sales game before the year ends! Register now to secure your spot! https://lnkd.in/gjwzUFng #SalesSuccess #PacificLife #EstatePlanning #FinancialAdvisors #TotalFinancial #Webinar #UnderwritingExcellence

https://lnkd.in/g9Q9uEsr Total Financial Cares about our clients. Everyday, we are proud to go that extra mile to ensure the success of every agent and advisor that works with us. But don't take it from us, here's what our clients have to say!

Total Financial is blessed with the best clients in the industry. We value our relationships as much as we value helping them succeed. Here's what they have to say about us.

Total Financial is really proud of the success of our clients. Our work helps them reach new levels in their business. And you don't need to take our word for it...here's what they are saying about Total Financial.