Our Services

Kaufman Insurance and Financial Group, L.L.C. offers:

  • Life Insurance
  • Life Settlements
  • Policy Enhancements of Existing Policy(s)
  • Wealth Transfer
  • Health Insurance
  • Long-Term Disability
  • Long Term Care
  • Business Continuation Plans
  • Keyman Benefits
  • Tax Shelters
  • 401(K) Plans
  • Investment Strategies
  • Retirement Planning
  • College Education Funding (i.e. 529 Plans)

Employee Benefits:

  • Group Health, Dental, Vision and all Ancillary Insurance
  • Employee Communication
  • Plan Administration
  • Compliance
  • Online Benefits Enrollment and Management

Benefits for Executives:

  • Excess Disability Insurance
  • Strategic Planning
  • Nonqualified "Excess" Plans

We also represent every major insurance carrier for low cost Term Insurance.