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

Conducting a Need Analysis

Implementing a Life Insurance plan thru Shepard insurance begins with a discussion of a client’s concerns, their responsibilities, their success, and their goals.

No two life insurance plans are the same. A “needs analysis” with Shepard Insurance Group will uncover those needs, and then assist in sorting out the available options to meet those particular needs.

Our goal in a “needs analysis” is to craft a portfolio of coverages that provides a financial guarantee for the future.

Let Steve advise you on how to build a life insurance plan for the future



what we offer
Personal Assessment

At Shepard, 40 years of working with high achieving clients has built a level of expertise critical in meeting client needs. We know the responsibility of success and have built a platform to manage the risks that come with it.

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.