Total Financial Podcast

In this episode, Scott Whitehead, Chief Marketing Officer at Total Financial, will layout three simple sales ideas to help you close more cases for the end of the year. These ideas will focus on instant decision opportunities and underwriting upgrades to take your cases from standard to preferred plus.

Every year we all scramble for good ideas to close a case or two by year-end. Some successful some not…

This year we found the answer, actually THREE answers! Our newest podcast will explore three simple ideas that will help you submit and close more business by the end of the year. Just think… What if I could take that big case that’s sitting at standard and instantly move it to preferred plus? Or what if I could get an instant underwriting decision on the client I am sitting with?

Take 6 minutes out of your day and listen to our latest podcast.

After you listen in, call us at 1-800-989-7500 for more details.

In this episode, Scott Whitehead and Bob Finnegan, Sr Vice President of Advanced Planning at Highland Capital Brokerage, discuss the proposed tax law changes, planning strategies, and opportunities to sell more life insurance.

Along with the proposed tax changes we discuss 7 simple principals of estate planning, trust planning, case studies, and client scenarios. The goal is to give you usable planning strategies for today and to provide you with the talking points to close more insurance sales.

In this episode, Scott Whitehead hosts Seth Moses, Director of Alternative Distribution at Total Financial, and Brandon Marz, Chief Strategy Officer and Co-Founder of LifeRoc Capital in a conversation regarding why Life Settlements are the best prospecting tool in the marketplace today.

We will explore the Settlement market in detail and why we think it can be a great prospecting tool. Our discussion will focus on our book review process and how we can do a free Policy Analysis and Appraisal on your entire book of life insurance. We will explore real case studies and how they came about during our review process.

Brandon will also give details on their proprietary Instant Offer service that provides quick and simple evaluations for your clients on a real-time basis.

In this episode, Scott Whitehead and James Romero our Regional VP at Securian, discuss longevity planning and how long-term care plays a role in your client’s future.

We will discuss the financial problems that longevity can play on future income and how to solve them with a long-term care solution. Our discussion will focus on the different LTC solutions, which is the best solution, how CI riders work versus true LTC riders, and indemnity versus reimbursement.

James also gives some amazing conversation starters, and how to best address your clients.

In this episode Scott Whitehead, our Chief Marketing Officer speaks with two top experts in the IUL marketplace.

• Todd Petit, ASA, MAAA Assistant Vice President of Advanced Sales at Allianz Life

• Scott Kellen, RICP, Divisional Vice President at Allianz Life

We will be discussing the current state of the IUL industry, how to understand multipliers, the future of AG 49, and case design tips.

This is a must listen to podcast for anyone selling IUL.

In this episode, Scott Whitehead and Michael Sapyta, Vice President of Advanced Planning at Highland Capital Brokerage, continue our discussion on Building the Foundations of Premium Financing.

You will learn about managing risks, explaining arbitrage, how we manage jumbo retention cases, and how to successfully build a case that fits your client’s financial goals.

In this episode Scott Whitehead, our Chief Marketing officer speaks with Diana Greenberg, President, and CEO of Total Financial, about the current state of the insurance industry.

Diana will discuss the impact of the COVID 19 on the life insurance industry. She will focus on the underwriting, processing, and product changes. She will also discuss the current state and what she expects for the future of the life insurance industry.

The business is changing daily, this podcast is a must-listen for all insurance professionals.

This week Scott Whitehead our Chief Marketing Officer speaks with Mike Sapyta, Vice President of Advanced Planning at Highland Capital Brokerage, and your go-to resource for designing high-end, complex insurance sales.

In this episode, Mike and Scott discuss the best practices for success with premium financing. Throughout our discussion, you’ll hear about resources to help you weed through the complexities of premium financing and determine how financing options could fit cases already in your pipeline.

Don’t miss the first episode in our two-part series where we simplify premium financing for our valued advisors!

If you are like most of us and are always on the go, Total Financial is your resource for revenue-generating ideas. Our new Total Financial Podcast Channel gives you a fresh perspective focusing on some of the hottest topics in the industry. Be sure to check back regularly for insightful new content.

Our inaugural episode features our very own President and CEO, Diana Greenberg, talking about her passion – Underwriting. Total Financial has built a reputation for placing the largest and toughest cases for over 40 years. Thanks to her knowledge and deep partner connections, Diana continues to place these cases and reshape the industry.