KAFL Insurance Resources

KAFL Insurance Resources KAFL Insurance Resources is a national multi-line brokerage agency.

We kicked off our All KAFL Meeting with our annual planning sessions, bringing together our Medicare, Employee Benefits,...
09/04/2026

We kicked off our All KAFL Meeting with our annual planning sessions, bringing together our Medicare, Employee Benefits, and Sales teams to look ahead, strategize, and get ready for what’s next.

Then we welcomed our amazing carrier partners for lunch and some great learning:
👏 Tim Adams with Symetra shared insights on their Underwriting Upgrade Program
👏 John Fitzpatrick with John Hancock walked us through their Longevity Preparedness Index

And then it was time to get out of the office! 🚤 We headed out on the Sam Patch Lock 32 boat tour, sponsored by Symetra, followed by a wonderful dinner at Compane Trattoria, sponsored by John Hancock.

Most importantly, it was a fantastic day of connecting, learning, laughing, and spending time together as one KAFL team. We’re so grateful to our carrier partners for being part of it and to our team for making these few days so special!

Day 1 was a big success! 💙

Before August comes to a close…Have a case that needs a push? A question you’ve been meaning to ask? Something stuck in ...
08/28/2026

Before August comes to a close…

Have a case that needs a push? A question you’ve been meaning to ask? Something stuck in the pipeline?

Send it our way. KAFL is here to help.

Women are making major contributions to household income, businesses and retirement savings. Their financial protection ...
08/26/2026

Women are making major contributions to household income, businesses and retirement savings. Their financial protection deserves the same attention.

Use today as a reminder to make sure coverage keeps pace with income, responsibilities and goals.

Add a coverage review to your next conversation.

What’s keeping you busiest right now? Drop yours in the comments!
08/21/2026

What’s keeping you busiest right now?

Drop yours in the comments!

A great opportunity to check in on the clients who may need more than just a life insurance review. Think: ✔️ Long-term ...
08/19/2026

A great opportunity to check in on the clients who may need more than just a life insurance review.

Think:
✔️ Long-term care
✔️ Retirement income
✔️ Medicare
✔️ Legacy planning

Use August as a reason to reconnect and review the bigger picture.

Just like students need the right supplies for a successful school year, a strong application starts with the essentials...
08/17/2026

Just like students need the right supplies for a successful school year, a strong application starts with the essentials:

Complete medical history
Accurate medication information
To***co use details
Upcoming tests or procedures

Taking a few extra minutes to “check your backpack” before submitting can help keep your case moving and avoid unnecessary follow-up.

Need help getting a case ready for underwriting? KAFL is here to help!

Financial awareness starts with asking the right questions.For advisors, it’s a great reminder to look beyond the immedi...
08/14/2026

Financial awareness starts with asking the right questions.

For advisors, it’s a great reminder to look beyond the immediate need and have conversations about protection, income, retirement, and long-term goals.

A strong financial strategy isn’t just about building wealth, it’s about protecting it, too.

Make financial awareness part of your next client conversation.

What’s happening in the life insurance & annuity world this month?Our August advisor newsletter is here so take a few mi...
08/12/2026

What’s happening in the life insurance & annuity world this month?

Our August advisor newsletter is here so take a few minutes to catch up and see what could help you turn your next conversation into an opportunity.

Read the August KAFL Newsletter - https://t.e2ma.net/webview/7mwusk/69ce4735c0c46e56d7f17a9e72622880

Today we recognize the service members who were wounded or killed while serving our country. It’s also a reminder of the...
08/07/2026

Today we recognize the service members who were wounded or killed while serving our country.

It’s also a reminder of the importance of helping families prepare for the unexpected.

Take a moment this month to revisit protection needs with your clients.

August’s Thumbs Up Award goes to Sarah! Sarah is being recognized for her excellent service, quick responses, and abilit...
08/05/2026

August’s Thumbs Up Award goes to Sarah! Sarah is being recognized for her excellent service, quick responses, and ability to efficiently resolve issues. She’s also taken the initiative to create clear SOPs that have helped improve efficiencies in her role.

Her proactive approach, adaptability, and commitment to continuous improvement really stand out. Sarah has also embraced opportunities to learn across departments, including training in Medicare and TeleEngage processes.

Way to go, Sarah! 👏 Thank you for always looking for ways to make things better!

Address

800 Linden Avenue
Rochester, NY
14625

Telephone

+15852716400

Website

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