Our Services
Look, we get it. You've built something worth protecting, and you're tired of sleepless nights wondering if you've got the right coverage. Shield Asset Shield doesn't do the corporate jargon thing. We've spent 19 years helping people like you figure out what insurance actually means — and more importantly, what it should actually do for your family and your assets.
Each service is delivered by experienced professionals, with a clear plan and a satisfaction focus.
Service 1
Your typical insurance policy was designed for typical people. You're not typical. We build custom coverage that actually matches what you own, what you owe, and what keeps you up at night. Think of it as insurance that got a real education.
- Coverage limits that don't cap out too early
- Asset protection strategies tailored to your situation
- Regular reviews (we don't just sell and disappear)
- Umbrella policies that actually mean something
Service 2
Death and taxes, right? We help make sure your wealth actually flows where you want it to go. Life insurance becomes your planning tool here — not just a safety net. It's about legacy, liquidity, and not leaving a mess for your loved ones to sort through.
- Coordinated insurance with legal documents
- Liquidity planning for estate taxes
- Business succession coverage
- Trust-owned policies that work smarter
Service 3
You built your business. Key person insurance and buy-sell coverage make sure it survives if something happens to you — or keeps functioning if it happens to your partner. It's the safety valve nobody wants to think about until they need it desperately.
- Key person life insurance structures
- Buy-sell agreement funding
- Disability coverage for owners
- Liability protection specific to your industry
Service 1
Insurance is just one piece. We look at how you're structured, what you're exposed to, and where the gaps actually are. Some people need trusts. Some need different entity structures. Everyone needs to stop guessing. We don't.
- Comprehensive risk assessment
- Liability exposure analysis
- Recommended insurance-legal coordination
- Annual strategy updates
Service 2
Your paycheck stops. Your bills don't. Long-term disability insurance bridges that gap, but only if you've actually got the right coverage amount. We make sure you're not underinsured — which happens constantly with self-employed folks and business owners.
- Income replacement analysis
- Own-occupation vs any-occupation comparison
- Benefit period optimization
- Tax-advantaged policy structures
Service 3
You've probably got policies scattered everywhere. Different agents, different companies, gaps you didn't notice. We audit what you actually have, find the dead weight, and reorganize it so you're not paying for coverage three times over. It's boring work. You'll love the results.
- Complete policy inventory review
- Gap and overlap identification
- Cost comparison across providers
- Consolidation and simplification plan
Need a Custom Solution?
Contact us to discuss your specific requirements and get a personalized quote.
Contact Us