Shepardson Insurance Services, Inc

05/27/2022

First day of Preschool ➡️ last day of Preschool!

Boy are we proud of this little dude! He has grown so much over this past school year, and he has really grown to love school! Thank you children’s center for being such a great start to Lucas’ academic experience! He is excited to start the “Green Frogs” classroom next week!

05/02/2022

Helping people is what Keith does.

Keith Shepardson, owner of Shepardson Insurance Services, Inc., is passionate about helping people. He has spent decades becoming an expert in the field of employee benefits, health insurance, and life/disability insurance. One of the best parts about working with Keith is his willingness to share his knowledge with integrity. You know with him you will always get the truth, whether it’s what you want to hear or not.

Outside of his business, Keith loves to spend his time hunting and creating tasty dishes with wild game (you bet some recipes are coming soon!).

We are excited to start sharing more about our family business! Thanks for following along!

(To be entered to win a free lunch at Keith’s go-to Modesto lunch spot - name the restaurant shown in the video in the comments below!)

02/15/2022

We are excited to offically join the Ripon Chamber of Commerce!

Welcome to the Chamber Shepardson Insurance Services, Inc! Shepardson Insurance Services, Inc. is an independent insurance brokerage specializing in small business employee benefits (1-50 employees), and individual medical, life, and disability insurance. They've been in business for nearly 40 years centered in the Modesto community and surrounding areas.

Shepardson Insurance Services, Inc is separated by stellar customer service and dedication to the individual client. They aim to guide their clients through insurance needs, rather than sell them specific products. Unlike many insurance brokerages, they have no sales quotas. Every interaction with clients or potential clients is centered around their needs, not the bottom line or trying to hit a metric. Shepardson's process is to educate clients on the products, provide recommendations based on insurance needs, educate on relevant compliance, and provide on-going customer service.

Nice to meet you Shepardson Insurance Services, Inc!

01/21/2022

The new year brings with it changes for employers, employees, and group health insurance. Here’s information you may want to share with your clients.

04/16/2021

So you have life insurance, done✔️

Well almost done. Don’t forget about a will or a trust. A will/trust will outline your wishes when it comes to distributing your assets as well as who will care for your children. Without a will or a trust in place you will leave the decisions of your estate and children in the hands of a judge. 😦

You can find online resources to help create your will, or you can contact an attorney specializing in wills/trusts. But don’t put it off, it’s important

04/09/2021

I also ❤️ data tables & charts (nerd 🚨)

The table summarizes monthly premiums at increasing ages for a $1,000,000 20 year level term policy. When quoting I based this visual on a preferred non-tobacco class rating (second best rating). As you can see the monthly premium cost increases dramatically after age 35. It is true, the sooner you buy life insurance the cheaper it is.

04/07/2021

I ❤️ flow diagrams

The process for applying for term life insurance is simple. You should expect the process to take anywhere from 4-6 weeks, as long as you and your agent are on top of the action items (such as submitting application, scheduling phone interview and medical exams, and signing the policy).

Remember, if you have any questions throughout the process, reach out to your insurance agent for guidance!