A CRITICAL EXERCISE

Every phase of success brings a new chapter in exposure to risk. At Shepard, 40 years of working with high achieving clients has built a level of expertise critical in meeting client needs. We recognize the responsibility of success and have built a platform to manage the risks that come with it. We have a team dedicated to providing efficient risk management of the various exposures, and the appropriate insurance response.

Developing a plan to address particular needs of our client begins with a comprehensive investigation of exposure to create the platform.  Each and every exposure is evaluated to determine the final manner of control of the risk.  Given consensus on the approach, a final plan of coverage can be implemented, with a reasonable follow up and review structure.  This start to finish effort we have built into our Signature Assessment program.

An organized approach

Securing effective insurance coverage begins with an investigation of your personal exposures. Once identified, we can explore the different options to those risks and develop a plan to meet your particular needs.

We use a disciplined process in developing a plan.

Todd Wilkowski
The team at Shepard Insurance did a great job analyzing our insurance needs. They dug deep to find the optimal insurance solutions for both my business and my personal needs. They looked at where we are today while focusing on our future objectives, creating a complete insurance package to support our goals. With Shepard you get experts, and that expertise is now a vital part of our team. Shepard is an invaluable part of our team.

Todd Wilkowski

Founder & CEO

Performance Physical Therapy and Wellness

How about a second opinion?

Being an informed consumer will help you make the proper decision when it comes to choosing insurance. Let Shepard offer a “Second Opinion”  on your coverage to ensure you have it right.

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Services

what we offer
Executive Benefits

Whether it is for securing Golden Handcuffs or adding income incentives, implementing “key” executive benefits are important to business success. Protecting a critical employee for the future requires sound creative planning.

Life Insurance

Achieving and maintaining financial security for your family is a lifetime effort. Implementing a well-designed Life Insurance program will provide the guarantees that are critical to that security.

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.