Insurance/Risk Management

Photo: family walking in a field in the sunshine

Wolff Financial Group, LLC offers a broad range of products and services to help our clients achieve financial security and independence. Insurance products and services offered include:

Services Provided:

Personal Strategies:

  • Advanced Estate Planning
  • Wealth Preservation and Tax Saving Strategies
  • Legacy/Wealth Transfer
  • Insurance/Risk Management
  • Protecting surviving family members from untimely deaths
  • Utilizing charitable giving to reduce taxes

Business Strategies:

  • Business Transition Planning and Exit Strategies for family owned and closely held businesses
  • Buy-Sell Funding
  • Executive Benefits
  • Key Person Protection
  • Non-Qualified Retirement Plans
  • Group Benefits
  • Voluntary Benefits

Products Offered:

  • Traditional Life Insurance¬†
    • Universal
    • Survivorship
    • Whole
    • Term
  • Private Financed Life Insurance
  • Premium Financed Life Insurance
  • Private Placement Life Insurance
  • Disability Income Insurance
  • Disability Buy-Out Insurance
  • Business Overhead Expense Insurance
  • Long-Term Care Insurance
  • Group Life and Disability Insurance

Disclosure: Not all representatives are licensed to offer all products and services.

We have advisors licensed to sell insurance in the following jurisdictions: AK, AZ, CA, CO, CT, DC, FL, GA, IL, IN, ME, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT
Keith's CA License #0G77912, State of Domicile: CT
Randi's CA License #0L78246; State of Domicile: CT

We have advisors licensed to sell securities in the following jurisdictions: CA, CO, CT, FL, GA, IN, ME, MA, MI, NH, NY, NC, OH, OR, PA, RI, SC, TX, VA, VT
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Wolff Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. CRN202101-240627

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