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Not everyone thinks about retirement income in the same way.
WATCH VIDEOPlan to always protect the ones you
love most.
Learn how great rewards begin with
the first step.
Plan to always protect the ones you
love most.
We hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.
WATCH VIDEOAnd you can count on us for affordable, voluntary benefits programs for your business.
WATCH VIDEO
Products & Services |
How much Life Insurance do I need?
What are the tax advantages of an annuity?
What are my needs for burial and final expenses?
How much am I spending?
Explore how the windfall elimination provision and the government pension offset can affect Social Security benefits for people who earned a pension in noncovered employment.
Harold Shepard is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of TX. No insurance business may be conducted outside this state referenced.
Harold Shepard is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a a licensed insurance agency, 3620 N Josey Lane, Suite 224, Carrollton, TX 75007, 972-661-2000. In this regard, this communication is strictly intended for individuals residing in the states of Texas. No offers may be made or accepted from any resident outside the specific state referenced. NYLIFE Securities LLC is a New York Life Company.
Harold Shepard is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of Texas. As such, these services are strictly intended for individuals residing int he specific states referenced. Eagle Strategies LLC is a New York Life Company.
Shepard Financial Services, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Neither Harold Shepard , nor Shepard Financial Services, LLC, nor NYLIFE Securities LLC nor its affiliates offers tax, legal or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
For additional information, visit Customer Relationship Summary.pdf