Identifying the Right Protections for Your Clients


Exciting News!

It is with great excitement that we are announcing

Kaufman Financial Services is now a part of the Visio Wealth Partners organization!

This strategic partnership significantly increases our ability to serve Advisors in the area of Insurance Brokerage. As a Delaware domiciled life and health insurance Master General Agency with licenses to conduct business in 45 states domestically, as well as license to conduct business internationally, this partnership allows us to provide extensive support and resources to advisors and their clients.

Larry Kaufman:

“If you’re going to do anything—do it right! Gather all the facts, even those you think you don’t need, be thorough—the client will know it and will trust your recommendations.”

As a Full Service Brokerage Agency, Our IMO Platform is Unlike Any Other.

With over 50+ carriers, both nationally & internationally, Visio Insurance Partners provides access to product line experts for life, health, disability, and other insurance & risk management options. Not to mention, we use a top-of-the-line management system and technologies that help make doing business easier for everyone.

The Right Product For Your Client

Request an illustration from one of our experts to ensure you are finding the best possible protections for all of your clients’ needs.

Visio Insurance Partners/Kaufman Financial Services (KFS) is an insurance marketing organization committed to helping our clients’ business succeed. We accomplish this by providing financial advisors and agencies with the best resources in the industry.

Our advisors choose to partner with us because our independent platform allows us to offer a wide range of products and services, including the best retirement planning strategies, charitable guidance, pension services, and any other tool you need to offer a custom financial plan. Not to mention competitive compensation options for you, the advisor.

The Visio/KFS team is driven by our commitment to clients and advisors. Our independence allows us to put client interests first while helping your business achieve prosperity. We offer unbiased guidance to our advisors on which services and strategies will work best for their clients.

At Visio Insurance Partners/KFS, we are passionate about providing unparalleled support to our advisors, so they can better serve their clients. Through extensive knowledge and understanding of products offered in the financial services industry, we help guide advisors to quality strategies that work to fit the custom needs of their clients. Our team understands that financial planning is not one-size-fits-all. We are not required to sell specific products, which means we truly deliver the services that best fit our clients needs, not anyone else’s.

Disability insurance aims to protect income if your client becomes too sick or injured to work. Rather than tapping into their retirement savings to cover income gaps, individual disability benefits can help pay for mortgage, rent, health insurance premiums, groceries, and other ongoing living expenses for your clients and their families. Your clients’ income is their most valuable asset, which means this coverage is one of the most important components of a strong financial plan.

Types of Disability Insurance Provided Include:

  • Group
  • Guaranteed Issue
  • Multi-Life
  • Individual

The vision of Visio Wealth Partners is to provide the utmost support to advisors and their clients by providing the robust product solutions and industry expertise needed to build a thriving business. We are able to remain true to both ourselves, and our advisors and clients, by providing honest guidance to the wide variety of strategies and tools we offer. We help advisors expand their practice through a proven, modern approach to business development and coaching.

Our team is passionate about partnering with advisors to help them build a practice they are proud of. We are driven by our core values; integrity, family, commitment, and trust. Our dedication to these values not only allows us to build long-lasting relationships with clients, but gives us an opportunity to empower our advisors to achieve financial success.



Long Term Care Insurance will provide your client with coverage when they need it most. In the event of chronic illness, cognitive impairment, serious injury, or other life-changing health issue, it can protect your clients’ assets and provide benefits for nursing home care, adult day care, assisted living, or in-home care services.


Critical Illness and Accident Plans provide clients with an extra layer of protection from high medical costs as a result of accidents or illnesses. The benefits work to fill the financial gap by paying out a lump sum for a variety of different medical emergencies, such as heart attacks, stroke, or cancer. This type of unique coverage can be a great option for clients who do not qualify for Disability Insurance, or it can be used in conjunction with Disability Insurance to ensure your clients are protected in any unfortunate circumstance.


Chronic condition or illness, as stated by the Center for Disease Control and Prevention (CDC), is when you require medical care on an ongoing basis that limits the normal activities of daily life and has an impact on your quality of life. Finding the right kind of insurance plans is key in these situations. There are several different options so be sure to review all with your clients based on their immediate and future needs.

Get Contracted Today

At Visio Wealth Partners, we believe in providing advisors with flexibility and choices above all else. That is why we provide our advisors with access to leading insurance carriers covering life, disability, long-term care, fixed annuities, and various other sectors of financial planning.

By contracting with us, you are setting your practice up for success. Our superior technology platform, on-going business development support, innovative marketing strategies, competitive compensation and access to vast products are just a few reasons why advisors choose to partner with us.

A partnership with Visio Wealth Partners means maintaining your independence while receiving the resources and mentoring you need, all while earning top commissions. Contact our team today if you are ready to start making a positive influence in the lives of your clients.


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