Client and Agent Reviews

Total Financial TestimonialsAt Total Financial, client satisfaction is of paramount importance to us and we strive to exceed the expectations of our customers. Listening intently to the needs of our clients and then delivering high-touch, pro-active service is our formula for providing Modern Representation for Modern Times.

Below you will find a sampling of buyer and seller client testimonials. If we can help you in anyway, please contact us.
  • "I have known Diana and Marty for many years and can’t say enough great things about them, and Total Financial. Not only is Total Financial the finest BGA I have worked with during my nearly 38 years in the life insurance business, Diana and Marty have always treated me like a family friend. They are phenomenal at delivering exceptional underwriting results as well as providing state of the art sales ideas and product updates. Most important, their caring and dedication to their brokers is unmatched.I would urge any life insurance professional not already partnering with Total Financial to give them a try. You will be glad that you did! We'll talk soon. "

    -A.S. -Schwartz Insurance Services-
  • "Total Financial is a top notch insurance organization. As a producer looking for the best of the best, Marty Greenberg and his staff deliver. From underwriting to personal service they are truly second to none. I know I can submit my toughest cases and get great results with Diana in control. Total Financial can handle every aspect of my business including aggressive underwriting, case design, keeping me informed about new and innovative products, even the latest in premium financed life insurance programs. Any agent looking for a general agency that will act as a true partner in all aspects of your business, look no further than Total Financial Insurance Services."

    -D.H. -Wealth Preservation, LLC

  • " I've been working with Total Financial for over twenty five years. I must admit it's been an excellent and profitable relationship for me and I hope for both of us. Your company's efficient way of processing and attitude make it a pleasure to do business with Total. Thanks"

    -S.B. - President - Bachrach & Associates Insurance Services

  • "A good clientele is a demanding clientele. My clients want and expect the very best from their Insurance Agents. That is why I depend so much on my Insurance Wholesaler, Total Financial Services. The Underwriting is smart, efficient and creative and the service is outstanding. I've always found that the best never costs more. Why not do business with the best. My clients agree."

    -M.J.W. CLU - Martin J. Wolff & Co., Inc., Insurance Agents

  • "God, family and the life insurance business are the most important priorities that we deal with on a daily basis. In 1994, after having been in the life insurance business over twenty four years, I met Marty and Lisa Greenberg, the founders of Total Financial, Inc. Marty quickly gained my confidence by getting an approval on a very substantial case that none of my regular companies would make an offer on. Within a short time, my total commitment to Total Financial, Inc. was anchored when Diana Greenberg started handling my cases thru the underwriting process and getting them approved and issued quickly and efficiently. Marty and Diana Greenberg are the reasons that I am still in the life insurance business. Their knowledge, their ability to sell the case to the medical underwriter, their relationships/friendships with the underwriters, their determination to get the case approved and issued is the very key to my successful livelihood in the business.

    From the beginning, it was a match made in Heaven for me and my life insurance career. I have grown to respect and admire the multitude of talents of the company staff and their very real concern for all my life insurance business and selling needs-from underwriting to advanced sales designs and ideas to a genuine concern about growing my business and what can be done to enhance my career. Total Financial, Inc-Marty, Lisa and Diana Greenberg are my business family. God willing, they will always be my business family."




We're ready when you are. Just click on a link below.


About us / Annuity / Carriers / Disclaimer / Forms / Paramed Toolkit / Quote

© Copyright 2014. All rights reserved. Total Financial & Insurance Services, Inc

DISCLAIMER: This website is for financial professionals and agents only. Not for use with the general public | CA Insurance License #0D04093 Securities Offered Through The Leaders Group | Member FINRA / SIPC CIS is not affiliated with The Leaders Group | 26 West Dry Creek Circle, Ste. 575 Littleton, CO 80120 | 303-797-9080 |