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.

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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.

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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.

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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
How is your cyber hygiene??
Protecting AssetsSeptember 19, 2017

How is your cyber hygiene??

The insurance coverage you select to protect that asset must reflect the value. Having a serious claim can be devastating, having the wrong insurer will only add delays and aggravation to that disruption.

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One Agents Opinion – Irma will bankrupt micro Florida Insurers
Home Insurance / Navigating Coastal Coverage / Opinion / Protecting AssetsSeptember 7, 2017

One Agents Opinion – Irma will bankrupt micro Florida Insurers

The insurance coverage you select to protect that asset must reflect the value. Having a serious claim can be devastating, having the wrong insurer will only add delays and aggravation to that disruption.

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Long Term Care – What the NAIC knows that we should know
Retirement PlanningAugust 22, 2017

Long Term Care – What the NAIC knows that we should know

The insurance coverage you select to protect that asset must reflect the value. Having a serious claim can be devastating, having the wrong insurer will only add delays and aggravation to that disruption.

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A second opinion can add value

203-637-6655

 

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