Call: 203-637-6655 or email – Kyle Shepard

Category: Protecting Assets


Client Alert
Comprehensive Coverage / Life Insurance / Protecting Assets May 19, 2020

Client Alert

Client Alert Understanding the Hard Edge of Guaranteed Universal Life Insurance In February 2020 I wrote a blog post regarding the use of Guaranteed Universal Life insurance. It’s clear that declining interest rates for a prolonged period of time have damaged the Universal Life policies, and the evolution of the damage was GUL - Guaranteed [...] Read More
Southern Bound
Comprehensive Coverage / Home Insurance / Protecting Assets April 21, 2020

Southern Bound

If you are thinking of a move to Florida here are some Tips on Home Locations: The migration of individuals, couples, and families to no tax states like Florida has been ongoing since the passing of the SALT Limitation by Trump. But the decision of selling the family home, and locating to Florida has hit [...] Read More
Competitive Advantage on Future Insurance Premiums
Comprehensive Coverage / Home Insurance / Protecting Assets April 21, 2020

Competitive Advantage on Future Insurance Premiums

How the Covid Virus will impact Prospective Costs While insurance companies adjust to the Corona Virus, and refund auto insurance premiums for vehicles sitting idle during quarantine, a bigger dynamic is already in the works. "All publicly traded insurers have watched their stock price drop" All publicly traded insurers have watched their stock price drop [...] Read More
Spring Cleaning
Comprehensive Coverage / Home Insurance / Protecting Assets April 7, 2020

Spring Cleaning

Using Idle time to Prep for Summer Storms It is very clear that storms, whether driven by the rise in temperatures or not, have increased in intensity, putting residential properties in some peril. Being prepared for the storm season is an important step in limiting your exposure to the storm. "Using Idle time to Prep [...] Read More
Home Inventory – Utilizing Time during the Corona Virus
Comprehensive Coverage / Home Insurance / Protecting Assets April 3, 2020

Home Inventory – Utilizing Time during the Corona Virus

One of the most basic questions we ask as insurance agents in trying to fine tune an individual or family's home insurance policy is how much personal property do you have? Often referred to as contents. Most people do not have the time, or the energy to really provide a good answer. Here is a [...] Read More
Having Wi-Fi problems?  Maybe a Mesh system can help
Comprehensive Coverage / Home Insurance / Protecting Assets March 25, 2020

Having Wi-Fi problems? Maybe a Mesh system can help

Here's a comparison. Are you a family working and e-learning from home? For many of us this has become the new normal and our Wi-Fi networks are struggling to keep up with the demand. Is this because your cable connection is slow or does it have something to do with the network you have in [...] Read More