Meet Our Team
The KFS management team is comprised of sales and marketing professionals with a broad and diverse base of experience, all of whom share one fundamental passion-to educate, inform and plan for clients to insure their security short and long term. We collaborate to insure that each and every client, regardless of case size, is treated with the same level of sensitivity and concern. It’s all about shared values. We take great pride in what we do and it shows in our work.
Larry A. Kaufman, President and Founder
Larry is President and CEO of KFS.
Among the honors bestowed on Mr. Kaufman was the coveted Charles B. Palmer Award in 1998 – the highest industry award given by the New Castle County Association of Insurance and Financial Advisors for his industry and community service. In 2001 Mr. Kaufman was awarded the Douglas Bennetti Award for his contributions to the insurance industry in the State of Delaware. Also, Mr. Kaufman has been selected as an Honored Member in the National Directory of Who’s Who in Executives and Professionals of America.
Mr. Kaufman began his insurance career in 1961 as an agent for the Mutual Benefit Life Insurance Company of Newark, New Jersey. At that time, he formed Kaufman Financial Services. Mr. Kaufman was first appointed General Agent and direct distributor for life and health insurance companies in 1965. In 2013, Mr. Kaufman celebrated his 50th year as a member of the Million Dollar Round Table, a conference of the National Association of Insurance and Financial Advisors (NAIFA). He has served NAIFA in numerous capacities, including Chairman of the group insurance subcommittee in 1975; and was charged to present Congressional testimony regarding potential taxation of Group Permanent Life Insurance. Mr. Kaufman is Past President of the New Castle County Association of Insurance and Financial Advisors (NCCAIFA) and was National Committeeman for the Delaware Association of Life Underwriters for 13 years. He is also past President of the Delaware Association of Insurance and Financial Advisors (DAIFA). He addresses various industry associations nationwide regarding sales and marketing of life and health insurance products, as well as agency management. Mr. Kaufman is an active member of the Estate Planning Council of Delaware.
In 1971, Mr. Kaufman served at the pleasure of the Insurance Commissioner for the State of Delaware as Chairman of the Life and Health segment of the re-codification of the State Insurance Regulations. For ten years, beginning in 1995, Mr. Kaufman served as a member of the Test Revision Committee for the State of Delaware Insurance Department
Avis Tate, Agency Administrator
Avis joined KFS in the spring of 2010 as Administrative Assistant .
Avis has spent over a decade in the financial services industry. She has held both her Health and Life Insurance Licenses, as well as her 6 and 63 securities licenses. She has the kind of comprehensive grasp of processes and concepts that can only be the result of extensive experience working with clients, agents, carriers, attorneys and accountants in prospecting , processing and implementation of products that best fit the needs of each of our individual clients and affiliates. Avis began her career in financial services with New York Life as a sales agent. While she was successful as an agent, she found that she preferred the “back room”. Customer service, logistics and process management were the areas in which she felt most comfortable. She moved to Met Life as a New Business Analyst, and then served as a senior credit analyst at Bank of America. Her last position prior to joining KFS was with PNC Bank as a Licensed Securities Agent and was primarily responsible for building a client base and servicing those clients on a daily basis. Avis studied economics at American University. She lived most of her adult life in Venice, Italy where she worked in the Cruise Shipping Industry. She speaks fluent Italian.
Avis is responsible for the management of our agent services and customer service departments. In addition, Avis is the primary interface for our affiliated agents and agencies and can manage virtually any issue that might arise with clients, carriers and products. She is highly regarded by the underwriters, executives and RSMs and is extremely valuable in the underwriting process as well as prompt dissemination of information to insure maximum efficiency. We are extremely fortunate to have her at KFS and look forward to her guidance and input as we build an even more dynamic team for our clients and affiliates.