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
An Education in Disaster
Protecting AssetsApril 18, 2017

An Education in Disaster

Like it or not, the premiums you pay for your Personal Insurance are being developed by computers using reams of data including credit score, premium frequency, and claims. Here are a few important points to consider.

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2017 Organizational Tips for Controlling Future Insurance Costs
Protecting AssetsJanuary 19, 2017

2017 Organizational Tips for Controlling Future Insurance Costs

Like it or not, the premiums you pay for your Personal Insurance are being developed by computers using reams of data including credit score, premium frequency, and claims. Here are a few important points to consider.

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Away for the Holidays: Tips to keep your home safe
Protecting AssetsDecember 15, 2016

Away for the Holidays: Tips to keep your home safe

Holiday vacations or winter escapes are the perfect opportunities for thieves to take advantage of your absence. Here are a few tips to keep your home safe while you are away.

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203-637-6655

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