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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*

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

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.