In the middle 1930s Nate Kaufman of Shelbyville, Indiana decided his career as an entrepreneur should be extended to include the sale of life insurance. He was widely known as one of Indiana's foremost basketball referees and owned various pieces of real estate as well as a wholesale fruit and vegetable business. Virtually immediately he became highly successful and ultimately became known as one of the most successful life insurance agents in the Mid-West. His career with the Indianapolis Life Insurance Company led to his not only being their top sales representative but to being the General Agent of their leading agency. He was one of the earliest members of the Million Dollar Round Table and spoke to that illustrious organization on numerous occasions. He retired as General Agent in 1970 and continued to sell large quantities of life insurance until his death in 1981.

"Arch 'em high and use your bean" was often used by "Mr. Nate" to describe a favorite anecdote in his life. In 1921 he was playing basketball for Shelbyville High School when a game was scheduled at Boggstown (a village a few miles from Shelbyville). In those days teams did not have the large staff of assistant coaches now commonplace. The Golden Bears did not even have one assistant coach so when the Head Coach was ill the school's music teacher was summoned to lead the boys against Boggstown. Boggstown did not have a large gymnasium like so many other Indiana communities but played their games on the second floor of the school in a room with low rafters above the playing surface. The substitute coach addressed the boys before the game and said:

Boys, as you all know I understand very little about basketball as the music teacher; however, my advice to you is to arch 'em high and use your bean."

The message "Mr. Nate" took from this statement was by adapting to your environment arching the ball high over the rafters and using your bean (thinking) the game could be won. Adapting to your environment and thinking is a message that has permeated the Kaufman Financial organization for seven decades.

Kaufman Financial incorporates this philosophy throughout the organization. The ability to adapt to current circumstances is an important part of the culture. With so many tax changes over nearly seventy years Kaufman Financial is at the vanguard of wisdom and technology in the area of wealth transfer planning. It is our desire to serve our client in the most sophisticated, technologically advanced and efficient manner possible. This goal requires constant adjustments, the ability to adapt to change rapidly and to hear beyond what is simply being said. Our objective is to advise our clients and to remove the burdens involved in their wealth transfer endeavors.

Kaufman Financial if anything is a strong advocate of education. The staff consists of individuals with degrees in business and law. Professional designations include Chartered Life Underwriter, and Doctor of Jurisprudence. Office staff is continually upgrading their education. As a matter of corporate policy all staff members must continue their education on a seminar, meeting, and classroom basis. As technology advances computer skills are constantly being upgraded to respond to our clients in the most expeditious manner possible.

Working with high net worth individuals and closely held businesses Kaufman Financial designs and implements wealth transfer plans for our clients. We do no fee business but are compensated through commissions generated through the sale of insurance products. We work closely with attorneys and accountants on a nation-wide basis to serve clients throughout the United States from our office in Indianapolis. We have relationships with many of the strongest, largest, and most widely respected life insurance companies. Our clients include a panoply of people and businesses including families listed in the Forbes 400, large publicly held corporations, closely held businesses, executives, professionals, athletes, retired families, widows and widowers.