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.

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