Insights

Independent Advantage Independent status and client-first approach position Kaufman Insurance as a trusted, unbiased broker well-suited to win clients who value tailored risk management over proprietary product selling.

Strategic Alliance Partnership with Lifetime Financial Growth provides access to a national network and larger resources, enabling scalable solutions for higher-net-worth individuals and complex risk needs.

Integrated Platform The Living Balance Sheet real-time platform offers a compelling cross-sell opportunity to integrate insurance, investments, and cash flow management for cohesive financial planning.

Boutique with Scale Small local team combined with a 330-plus national planning network suggests a value proposition for service quality at scale, appealing to clients seeking personalized attention with broad resources.

Tech Enablement Utilization of cloud, analytics, and digital tools (AWS, Datadog, Google Maps, etc.) enables data-driven outreach and efficient client onboarding, supporting multi-channel sales campaigns.

Similar companies to Kaufman Insurance and Financial Group, L.L.C.

Kaufman Insurance and Financial Group, L.L.C. Tech Stack

Kaufman Insurance and Financial Group, L.L.C. uses 8 technology products and services including Amazon Web Services, Open Graph, Microsoft 365, and more. Explore Kaufman Insurance and Financial Group, L.L.C.'s tech stack below.

Kaufman Insurance and Financial Group, L.L.C.'s Email Address Formats

Kaufman Insurance and Financial Group, L.L.C. uses at least 2 email formats:
Kaufman Insurance and Financial Group, L.L.C. Email FormatsExamplePercentage
First@kaufmanllc.comJohn@kaufmanllc.com
67%
First.Last@kaufmanllc.comJohn.Doe@kaufmanllc.com
33%

Frequently Asked Questions

What is Kaufman Insurance and Financial Group, L.L.C.'s phone number?

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You can contact Kaufman Insurance and Financial Group, L.L.C.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kaufman Insurance and Financial Group, L.L.C.'s official website and social media links?

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Kaufman Insurance and Financial Group, L.L.C.'s official website is kaufmanllc.com and has social profiles on LinkedIn.

How much revenue does Kaufman Insurance and Financial Group, L.L.C. generate?

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As of September 2026, Kaufman Insurance and Financial Group, L.L.C.'s annual revenue is estimated to be $10M - $25M.

What is Kaufman Insurance and Financial Group, L.L.C.'s SIC code and NAICS code?

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Kaufman Insurance and Financial Group, L.L.C.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52421 - Insurance Agencies and Brokerages.

How many employees does Kaufman Insurance and Financial Group, L.L.C. have currently?

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As of September 2026, Kaufman Insurance and Financial Group, L.L.C. has approximately 3 employees across 1 continents, including North America. Key team members include : C. P. Explore Kaufman Insurance and Financial Group, L.L.C.'s employee directory with LeadIQ.

What industry does Kaufman Insurance and Financial Group, L.L.C. belong to?

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Kaufman Insurance and Financial Group, L.L.C. operates in the Insurance Agencies and Brokerages industry.

What technology does Kaufman Insurance and Financial Group, L.L.C. use?

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Kaufman Insurance and Financial Group, L.L.C.'s tech stack includes Amazon Web Services, Open Graph, Microsoft 365, Google Maps, Datadog, reCAPTCHA, Piwik and Vimeo.

What is Kaufman Insurance and Financial Group, L.L.C.'s email format?

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Kaufman Insurance and Financial Group, L.L.C.'s email format typically follows the pattern of First@kaufmanllc.com. Find more Kaufman Insurance and Financial Group, L.L.C. email formats with LeadIQ.

When was Kaufman Insurance and Financial Group, L.L.C. founded?

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Kaufman Insurance and Financial Group, L.L.C. was founded in 1970.
Kaufman Insurance and Financial Group, L.L.C. logo

Kaufman Insurance and Financial Group, L.L.C.

Insurance Agencies and BrokeragesMichigan, United States2-10 Employees

Kaufman Insurance and Financial Group, L.L.C. operates in the insurance agencies and brokerages sector, offering independent financial guidance and risk management services. The firm emphasizes a client-first approach, advocating for unbiased, comprehensive assessment of options across the marketplace to tailor solutions that fit each client’s needs, rather than pushing proprietary products. By combining local experience with a broader institutional network through a strategic alliance with Lifetime Financial Growth, the organization aims to provide access to a wide range of resources and advanced planning capabilities. The Living Balance Sheet®, a digital platform they use, integrates insurance policies, investment accounts, and cash flow to coordinate clients’ financial arrangements with a focus on coordinated, real-time management of their legacy and assets. Based in Farmington Hills, Michigan, the company traces its founding to 1970 and maintains a lean operation that centers on independence and personalized service for its clients.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52421 - Insurance Agencies and Brokerages
Founded
1970
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Kaufman Insurance and Financial Group, L.L.C.'s revenue is estimated to be in the range of $10M - $25M

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