LIFE INSURANCE

Life insurance helps realize financial stability by ensuring future income protection with an efficient comprehensive protection plan, a cornerstone to financial security. Financial security takes life-long planning. Often needs are unexpected. We will review the various options including income protection, estate protection, long term care insurance, trusts and more. Shepard will help you secure your your future with a detailed life insurance plan that makes sense for your future. We will provide comprehensive protection and ongoing monitoring. With the proper life insurance plan you can provide long-term security for yourself and your family.

The Shepard approach

We meet with our clients to establish a clear understanding of your needs and objectives. Together we develop a customized life insurance plan with estate and income protection that will leave you and your family secure.

Shepard Life Insurance and Income Protection

Services

what we offer
Private Client

At Shepard, 40 years of working with high achieving clients has built a level of expertise critical in meeting client needs. We know the responsibility of success and have built a platform to manage the risks that come with it.

Executive Benefits

Whether it is 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 sound, creative planning.

The Shepard Team

Forty years in the insurance business has built a team of experts who are fluent in today’s coverage options and how to best tailor them to the individual needs of each client.