Broker Check

Products & Services

At Kaufmann & Associates LLC we offer a wide range of insurance and investment products to fit your personal & business needs. We are licensed with several different carriers to be able to provide you with a variety of options.

Investments/Retirement/Education

  • Mutual Funds
  • Managed Money
  • Fixed Annuities
  • Variable Annuities
  • Educational 529 Plans
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Certificate of Deposit

Insurance

  • Term Insurance
  • Universal Life Insurance
  • Variable Life Insurance
  • Long Term Care Insurance*
  • Disability Insurance*
  • Automobile Insurance*
  • Homeowners Insurance*

*The Availability of certain products varies by carrier and state.

Business Planning

  • Buy/Sell Arrangements
  • Key Man Coverage
  • Executive Deferred Compensation
  • Business Succession
  • Disability Buyout

Group Plans

  • 401(k)
  • Simple IRA
  • Defined Benefit
  • Medical Insurance
  • Life Insurance
  • Disability Income
  • Long Term Care

Life insurance and annuities contain exclusions, limitations, reductions of benefits and terms for keeping them in force. Your licensed financial professional can provide you with complete details.