Personal Financial Planning

Knepper Insurance Group has broad experience in providing sound financial planning designed to protect the assets of business executives and assure the perpetuation of privately-owned businesses.

Among the specific types of planning available are:

Estate and Retirement Planning

  • Buy/Sell agreements
  • Trusts
  • IRAs and Keoghs
  • Interest-sensitive insurance
  • Universal life
  • Term life
  • Mutual fund investments

Accidents and Health Coverages

  • Personal health insurance
  • Disability coverages
  • Extended care coverages
  • Travel coverages
  • Long-term care coverages

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