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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