About Us

Quotes On Line

 

You can request insurance quotes on line!

from Kevin Sheehan or call 585-723-0118.

 

Request insurance quotes for insurance products by completing the any of the forms, please click on the "Submit" button. Once we receive your information, we'll get in touch with you to discuss needs and options. If you have any questions about the form or the requested information, please don't hesitate to call.

We take your privacy seriously. Information provided will be kept in the strictest confidence.

Life InsuranceThe primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.

AnnuityAnnuities provide tax-deferred growth potential like qualified retirement plans, but contributions are not tax-deductible. Annuity contracts can be used very effectively to supplement your employer-provided plans or other retirement vehicles. After completing the form, please click on the "Submit" button. 

401k Information RequestBy far the most common employer-sponsored retirement plan is the 401k plan. The 401(k) plan is a defined contribution plan that allows individuals to make pre-tax contributions, while the funds contributed plus any earnings accumulate tax deferred.

Disability InsuranceDisability Income insurance helps replace income lost because of an accident or illness. One survey found that 43% of people aged 40 will suffer a disability of at least 90 days before they reach age 65.Source: 2009 Field Guide, National Underwriter

 Long-Term Care InsuranceOne of the greatest risks faced by America's elderly is the need for long-term care. Long-term care insurance transfers a portion of the risk of long-term care expenses to an insurance company, protecting you and your family from potentially devastating expenses.

Education FundingProviding funding for your children's education is one of the greatest gifts you can provide, but coming up with the money in lieu of increasing tuition costs may seem like an impossible dream. With proper planning and by leveraging the available college savings programs, we can help you reach your college funding goals.

Information RequestIn our experience, we have found that there are several roadblocks — lack of goals, inappropriate investments, and procrastination — that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on your ability to steer clear of these roadblocks.

In the areas that are a concern, please list your specific interest. For example, if you wanted more information on long-term care, write long-term care in risk management text box. After completing the form, please click on the "Submit" button. Once we receive your information, we'll get in touch with you to discuss your specific needs and options. If you have any questions about the form or the requested information, please don't hesitate to call….

We invite you to visit our website www.tkevinsheehan.com, and then send me an email to Kevin Sheehanor call 585-723-0118.

Sincerely,

Kevin

Sincerely,

Kevin

  

 

 
 

 

 

 

 

 

 

California Insurance License #: 0C47953

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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