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

Hidden Exposures for Luxury Owners
Comprehensive Coverage / Home Insurance / Protecting Assets January 21, 2019

Hidden Exposures for Luxury Owners

New York City is home to many luxury town homes, co-ops and condominiums. What has been a relatively simple insurance choice to insure these properties has become a more complicated decision with the significant increase in water damage claims. What is the issue? In a world with Global Warming where coastal properties face a growing [...] Read More
Is the Hedge Big Enough?
Comprehensive Coverage / Home Insurance / Protecting Assets January 21, 2019

Is the Hedge Big Enough?

At Shepard Insurance Group our total focus is on protecting our client's success. It may be a new entrepreneur building success, or the executive at the end of his or her career. Regardless of the level and stage of success, our objective is to craft the insurance coverage and make our client bullet proof to [...] Read More
Life Insurance Trusts- 10 reasons why policies should be audited now
Life Insurance January 15, 2019

Life Insurance Trusts- 10 reasons why policies should be audited now

Whether you believe the estate tax revisions of 2018 will be permanent or if they will vanish with the sunset clause, ILIT's continue to have significant critical value in addressing asset transfer and legacy plans. However, the ILIT is only as good as the life insurance policy that is funding the trust. Here are the [...] Read More
Considering a Renovation? Install Leak Detection
Comprehensive Coverage / Home Insurance / Protecting Assets January 15, 2019

Considering a Renovation? Install Leak Detection

It is rare that a home is damaged by fire! What is becoming more common is a water loss from aging piping. A simple leak from a water pipe in the walls or ceiling can cause significant damage. The older your home and plumbing are the more likely you are exposed. If you are in [...] Read More
Suitability #6 – Variable Life Insurance – Make an Informed Decision
Life Insurance December 11, 2018

Suitability #6 – Variable Life Insurance – Make an Informed Decision

The final type of permanent Life Insurance in the suitability series is Variable Life Insurance. In its simple sense, if a client were looking for permanent life insurance at the lowest cost, Variable Life would never be the best choice. However, if the objective were to build significant cash value, retain some control on the [...] Read More
Tis the Season- Traveling with Jewelry
Comprehensive Coverage / Home Insurance / Protecting Assets December 5, 2018

Tis the Season- Traveling with Jewelry

The holidays are a busy time of year for travel and it is not unusual for travelers to want to look good, which normally means bringing your jewelry along for the ride. Traveling with jewelry always presents a problem with safeguarding against theft. The more dazzling the piece the bigger the target. The simple answer [...] Read More