Kaufman Financial Services
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How Does KFS Support Its Venture Partners and Affiliates?


The Implementation of Cutting Edge Strategies and Methods KFS is quite simply a “True Back Room”. As a matter of course, we:
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  • Conduct joint interviews with the affiliated, licensed professional and prospective client
  • Develop the case strategy with the affiliated agent/agency
  • Present the suggested plan to the client WITH the affiliated professional
  • Process ALL applications and follow-up underwriting
  • Harvest and review the prospects medical records and discuss with the carriers underwriting team to insure the most favorable client outcome
  • Deliver final approved plan and products to the client with the affiliated agent/agency
  • Set and conduct review dates with client and affiliated agent/agency
  • For non-complex cases, conduct fact gathering interviews and submit plan to affiliate and/or client
  • Orient and educate affiliated agents and agencies with regard to services , products and techniques to accelerate business growth and facilitate synergies between KFS and our affiliates
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Home
Our Company
About KFS
Choosing KFS
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For Individuals
For Businesses
Carriers
Partners and Affiliates
FAQ
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Powder Mill Square
​3828 Kennett Pike - Suite 200
Greenville, DE 19807

(P) 302-658-1111
(F) 302-658-5310
​

Email: [email protected]
  • Home
  • Our Company
    • About KFS
    • Our Mission
    • Why Choose KFS?
    • Our Team
  • Products & Services
    • For Individuals
    • For Businesses
    • Carriers
    • Partners & Affiliates
  • FAQ
  • Contact Us