Insurance/Risk Management
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
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
- 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
- Longterm Care Insurance
- Group Life and Disability Insurance
Disclosure: Not all representatives are licensed to offer all products and services.
*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
