Overview
Jared Kornfeld leads Kaufman Rossin's insurance affiliate, Kaufman Rossin Insurance Services. He specializes in delivering strategic insurance solutions to high net worth families and business owners. Clients benefit from his extensive industry knowledge, and independent agency approach, which focuses on finding the best provider for each client situation.
Jared brings 20 years of hands on experience developing customized plans, and implementing life insurance, disability and long term care strategies. Working with the firm’s professionals, he offers clients the opportunity to learn how insurance may be an important element in their financial planning.
He implements plans for individuals, families, and business owners. Clients with existing policies benefit from his comprehensive review, recognizing that fluctuating Interest rates, underwriting changes and longer life expectancy are factors that can impact whether current coverage is appropriate. Those who don’t have current coverage can benefit when he uncovers risks that can be mitigated by insurance solutions. Business owners value his assistance in funding buy-sell agreements, designing executive benefit programs, and obtaining key man life coverage.
Jared earned his BS in Business from University of Vermont. He holds FINRA Series 7 and 63 licenses, and is a licensed life and health insurance agent.
Education
Bachelor of Science, Business, University of Vermont
