About HIG
Through his experience as a small business owner and campaign manager, Dan Hoffman witnessed how careful planning can provide security and financial stabiulity, and how difficult financial matters can complicate life.
Dan Hoffman started his career in financial services and insurance as an agent for one of the top insurance companies in the country. Dan noted that, “I learned a lot during this time, but big firms can be rather cold.” Dan left to join a top tier boutique financial services firm in 2013, always knowing he was going to start his own firm. In 2018, the Hoffman Insurance Group, was born as an independent agency that brings together the knowledge of the big insurance company with the services of a small firm. Being an independent agent allows Dan to provide a broad portfolio of individual life, disability income, long term care insurance protection, asset accumulation strategies, and financial products and services to his clients.
The process starts by sitting down with his clients to listen and learn about their unique needs, concerns and goals for themselves, their family and their business. Then comes Dan’s favorite part, for as he says, “The step that is missed far too often is education. We take the time to teach our clients all that is available, the pros and cons associated with each option and then together we make an informed decision about how to go forward.”
Each client is unique and working with my team of partners and providers we build a customized and personalized plan tailored to their needs.
Dan Hoffman is licensed to sell insurance in: Florida, New Jersey, New York, Texas, and Utah.
PRODUCTS AND SERVICES
Hoffman Insurance Group can offer you these products and services to help you build and protect your wealth and assets for your family and your business:
PREPARE FOR LIFE
Individuals and Families
Personal Insurance
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Individual & Group Health Insurance
Annuities
Wealth Accumulation
- Retirement Planning
- Education Funding Planning
Estate Planning
- Estate Planning
- Charitable Giving Strategies
PREPARE FOR BUSINESS
Business Owners
Business Protection Planning
- Buy-Sell Funding Options
- Key Employee Insurance
- Succession Planning
Executive Benefits Planning
- Deferred Compensation Planning
- Executive Bonus Planning
Split Dollar Arrangements