Life Insurance, Mutual Funds, and Insurance Benefits for Families and Businesses

ProEquities Inc. is a Registered Broker-Dealer, and Member FINRA & SIPC. Neal Shepard and Associates, Inc. is independent of ProEquities, Inc.
 



 



 



 




Presently J. Neal Shepard holds licenses for both Life and Health Insurance as well as Mutual Funds, Variable Annuities and Variable Life Insurance and is registered in the state(s) of Alabama, Arizona, Hawaii, Tennessee, and Georgia.  For residents of other states, proper licenses and registrations must be obtained by J. Neal Shepard before procedding further. No parts of this communication should be constructed as an offer to sell any security or provide investment advice or recommendations. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
 
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumer rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

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