Leading nation’s one of the foremost firms which are developing and underwriting life insurance for wealthy individuals and corporations, Diana Greenberg is President and CEO of Total Financial & Insurance Services Inc. Specializing in Concierge Underwriting, Advanced Planning, and Business Development, Diana and her team provide only the best financial advice.
Total Financial has over 50 years of expertise and has built a one-of-a-kind community of learning, networking, and cutting-edge case design that helps agents and their valued customers achieve extraordinary results. They are recognized for attending to each client’s demands from start to finish. They seek broker-focused policies on boards across the insurance industry, demonstrating their commitment to brokers. They take delight in their clients’ achievements and attribute it to treating each client as though they were a member of a larger family.
The Inception Story
When Diana’s parents, Marty and Lisa Greenberg, relocated from New York to California, they brought with them a wealth of financial and investing experience. They are still the greatest in the business, so the family tradition continues. Diana Greenberg, an International Society of Female Professionals member, may be found in the Association Directory, where she hopes to network with you.
For almost five decades, Total Financial & Insurance Services (TFS) has been one of the nation’s top experts in case design and underwriting life insurance policies for rich individuals and companies. TFS was founded when Marty and Lisa Greenberg, a young couple with financial and economic skills, relocated from New York to California. Marty was a well-known figure in the New York stock market. A buddy suggested Marty try his hand at selling insurance after seeing his ability to successfully express sophisticated financial plans. Marty found rapid success once more, becoming one of New York’s top-selling life insurance brokers. Following his strong mind for business growth, Marty moved to California with his better half, Lisa, to build a brokerage general agency. Marty incorporated his family to assist him in running the firm. He delegated finance and bookkeeping to his father-in-law; Lisa oversaw operations; and he focused on sales. His children eventually joined the company, with their son working on software development and his daughter, Diana Greenberg, working in underwriting. Over time, Diana has become the trusted President and CEO in charge of running the company for the future.
A Leading One in Market
By providing successful insurance producers with a unique bundle of case design and underwriting, the total has consistently led the market. They’ve always been the leading concierge service provider, having the ability to dig deep into each and every situation. Diana and her team of specialists can effectively convey a tale using this method by presenting the case in great detail and asking all the right questions. She states, “We take every case as if it is the most important case in our queue. We challenge the status quo, and in the end, we provide the best possible offer for our agents and their clients.“
In one instance, one of TFS’s clients had an underperforming policy that was not meeting her future goal of providing the largest possible estate for her children. Diana recalls, “Through our research, we found a more effective solution that matched her future goals far better.” On the underwriting side, she comments, “Every day I must review clients’ records and decide if, for example, a diagnosis made by a doctor matches the results of testing. Many times, they don’t match up. I combine my knowledge and experience with detailed research to improve offers daily.” Being able to underwrite and complete large cases very quickly and knowing how to package the case in the best possible way is one of her most significant achievements. “TFS became an image of me, which included truth, integrity, knowing how important relationships are, working hard, and going the extra mile for all our agents,” says Diana.
Key to Being Successful Leader
For Diana, being a good listener is the key to being successful. Alongside, having explicit knowledge of one’s strengths and weaknesses and the foresight to understand when to bring other people in, who may add value, is what creates successful companies. “We have to create trusting, deep relationships, both on a business level and a personal level. She adds, “As a president and CEO, listen to your employees and your partners. Be transparent with them and never be afraid to share your honest views. Constructive criticism can help others grow. One should also set goals for the future and make it a point to work with people who will assist you in accomplishing those goals.“
Women’s Advisor Study Group
Over the years, Diana has learned from others, transformed an already successful business and has become one of the top female leaders in a male-dominated industry. Now Diana is in the process of creating a women’s advisor study group because, “There’s just not enough female leaders in our industry and I want to have a forum where the top female minds can share their experiences with each other.” She says, “Our industry is growing; however, we need a group to share experiences and help support each other so that we can all grow and mentor others,” and adds, “We need an environment where women can be comfortable sharing their experiences. Some have had to overcome more challenges than others.“
The Vision is to Attend New Milestones
Diana’s mission is to push the firm to new heights by evolving and adapting to new business and marketing trends while seamlessly serving Total’s agents. She has never strayed from her fundamental purpose of creating and delivering excellent quality standards. Diana has continued and improved on her parents’ trust and regard for their clients.
She has risen to the top of the male-dominated insurance sector as a result of her foresight and steadfast devotion. Diana has evolved into a trailblazing female leader, serving on a number of renowned boards and sharing her experience and learning from her colleagues.
Website: www.totalfinancial.com
