Insurance

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
    • Team
  • Premium Financed Life Insurance
  • Private Placement Life Insurance
  • Private Financed 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.

Back to top