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

Category: Comprehensive Coverage


Taxes making you flee to Florida?
Comprehensive Coverage / Home Insurance June 11, 2019

Taxes making you flee to Florida?

What you should know about buying a Florida home: Successful individuals and families are slowly becoming aware of the new limit on tax deductions for State and Local Tax (SALT), and the resulting increase in their taxes. Some of those people are actively planning on a move to a state without state income tax, such [...] Read More
What is your Client’s Number?
Comprehensive Coverage / Home Insurance May 21, 2019

What is your Client’s Number?

Success comes with plenty of responsibility. Whether your client decides to organize for that responsibility is the first question. Most do, but some successful people choose to ignore the responsibility. It starts with the number. How much of the clients net-worth is necessary to live the balance of their life, meeting all needs and obligations, [...] Read More
Dynamic Changes to Insurance Claim Statistics
Comprehensive Coverage / Home Insurance May 21, 2019

Dynamic Changes to Insurance Claim Statistics

Forty years ago when Shepard Insurance Group initially opened our doors property insurance for homes, condos, and townhouses was the crown jewel. Claims against insurance policies happened on average every 13 years. GUESS WHAT THAT NUMBER IS NOW? 5!!! Property damage claims for owners now are happening every five years. There is a lot in [...] Read More
Internet Driven Auto Insurance Puts the 1% at Risk
Comprehensive Coverage / Protecting Assets May 7, 2019

Internet Driven Auto Insurance Puts the 1% at Risk

It may be viewed as an opportunity to find lower auto insurance rates by logging onto insurer websites and individually choosing your insurance coverage and cost. But this opportunity is just another tax on the 1%. And here is why: Driving an automobile is a responsibility. A responsibility that is backstopped by a requirement by [...] Read More
RISK MANAGEMENT – Burning Assets with Limited Protection
Comprehensive Coverage / Home Insurance / Protecting Assets April 30, 2019

RISK MANAGEMENT – Burning Assets with Limited Protection

At Shepard Insurance Group we are often asked to review a successful family’s insurance portfolio. Providing a “Second Opinion” to a client who has put long term faith in their insurance agent, while enjoying the fruits of their success, can be very revealing. There is that occasion where the insurance is appropriate and the client [...] Read More
Co-operative and Condominium Building’s Master Insurance Policy
Comprehensive Coverage / Home Insurance / Protecting Assets April 15, 2019

Co-operative and Condominium Building’s Master Insurance Policy

If you have a client getting ready to close on a Co-op or Condo, they may have some questions about the type of insurance they need to purchase. A closing attorney can usually help the buyer to understand what the by-laws state and do a review of the building's master policy, but there are definite [...] Read More