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

Category: Protecting Assets


Adding Value
Comprehensive Coverage / Life Insurance / Protecting Assets January 28, 2020

Adding Value

Advising client’s on the proper Life Insurance Implementation! Successful individuals and families typically use Life Insurance as a backstop for their financial plans in both the accumulation, career stage, and then the distribution stage. Being well informed on the options will be a big assist for your client. "Each individual implementation should be customized to [...] Read More
Controlling the Flow
Comprehensive Coverage / Home Insurance / Protecting Assets January 22, 2020

Controlling the Flow

And your home insurance premiums as well. Despite Global Warming accelerating the claim severity of storms, inside water damage continues to be the single largest volume of claims submitted on home insurance policies. So, leaky plumbing is the #1 claim problem for insurers. "Leaky plumbing is the #1 claim problem for insurers" Here is what [...] Read More
Controlling Personal Insurance Costs in a Rising Premium Climate
Home Insurance / Protecting Assets January 14, 2020

Controlling Personal Insurance Costs in a Rising Premium Climate

It is of little surprise that weather patterns have become more extreme. Storm frequency may be unchanged, but storm severity is out of control! Global warming is showing its wrath and insurance companies are reacting! "Storm frequency may be unchanged, but storm severity is out of control!" Personal insurance companies are in the middle of [...] Read More
Avoiding Frozen Pipes
Comprehensive Coverage / Home Insurance / Protecting Assets January 7, 2020

Avoiding Frozen Pipes

January and February are typically the months with the coldest temperatures across the United States. Even though we are experiencing mild temperatures, when a cold snap occurs pipes can freeze and burst. Frozen pipes are the most common and destructive causes of water damage. Even a small leak can cause extensive damage if undetected for [...] Read More
Who needs to know your vacation plans?
Comprehensive Coverage / Home Insurance / Protecting Assets December 18, 2019

Who needs to know your vacation plans?

Did you happen to read recently in the news about the wealthy socialite who left for her holiday vacation only to have her house robbed to the tune of $66 million in jewelry? Clearly an inside job. So our question is, who knows you are going on vacation for the holidays? Friends- do they need [...] Read More
Avoiding Fear!
Comprehensive Coverage / Home Insurance / Protecting Assets November 5, 2019

Avoiding Fear!

Having a plan, being prepared is the answer! We are all reading about the devastation of wild fires in California. Not counting the damages for 2019, the 2016-2018 losses more than doubled the previous 40 years of California fire losses. How do you react? First, fire is only one of the exposures that a homeowner [...] Read More