About Us
About Us
About Us

Founded by Steve Shepard more than 40 years ago, Shepard Insurance Group is an insurance industry leader specializing in creating custom insurance plans for high net-worth families. In 2009, Kyle Shepard joined Steve to ensure the business will move into the next generation.

Read More
Our Approach
Our Approach
Our Approach

Our approach begins with a personal meeting with each client during which we establish a clear understanding of the personal needs of each individual case. This is the foundation on which we develop a customized plan. This approach is key to eliminating exposure.

Read More
Our Coverages
Our Coverages
Our Coverages

Implementing comprehensive insurance coverage requires identifying any exposure and matching that with expert advise to ensure all options are considered and result in the proper solution. Each case is unique and our approach allows us to adapt to individual client needs.

Read More

Coverages

how we can help
Personal Insurance

At Shepard Insurance we know that every client is unique, therefore we tailor insurance plans to suit that individuality. We meet our clients and visit their properties to get a very clear idea of each client’s personal needs.

Life Insurance

Financial security takes lifelong planning. Life insurance helps realize financial stability by ensuring your dependents have guaranteed future income, a key to financial security. Shepard will help you secure your future.

Executive Benefits

Whether to secure “Golden Handcuffs” or to add income incentives, implementing “key” executive benefits is important to career success. Protecting a critical employee for the future requires planning.

Commercial Insurance

At Shepard we know that a thorough commercial insurance plan will make a business safe from unexpected events. Sealing off risk by containing exposure with the right insurance policies is the key to a successful future.

Over 40 years of matching family needs with insurance coverage

Your assets are secure with a protection plan designed by Shepard

Call: 203-637-6655

Current Topics

what's going on
Disaster coverage solution: A trust
Navigating Coastal CoverageNovember 22, 2016

Disaster coverage solution: A trust

Hurricane Matthew devastated a small town in South Carolina called Nichols that sits more than 40 miles from the coastline. At the intersection of 2 rivers, the little town lost 6 churches and 22 business. And of course flood insurance was not part of the coverage plans.

Read more
Holiday drones: gifts with risks
Comprehensive CoverageNovember 18, 2016

Holiday drones: gifts with risks

Every holiday brings new buzz about dangerous toys, this year drones are getting a lot of attention. It is hard to keep pace with technology, but there are risks that come with these cool toys that we need to be aware of.

Read more
Personal Liability Insurance: 5 Tips
Protecting AssetsNovember 15, 2016

Personal Liability Insurance: 5 Tips

Having evaluated client needs for more than 40 years, we have a built a road map that guides us in building comprehensive plans for our clients. The road map includes a short list of essentials.

Read more
kylecut

A second opinion can add value

203-637-6655

Our Partners

the best services