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Testimonials
Learn how we've helped these families and businesses get set up with the right insurance.
Andrea Hirsch
VP of Finance
I have been working with Paul Shepherd for over 15 years. He works in an industry where there are many competitors each constantly vying for our business. In all the years that Paul and his staff have worked with Milbrook Properties, we have always been treated as VIP’s. He and his staff are attentive, responsive, and have a finger on the pulse of the ever-changing laws and environment in which they work their business.
Paul has personally assisted members of my company when they have gotten into problems with insurance companies. He attends Open Enrollment meetings when needed and will work with each and every employee individually if they request it
In short, I always know we are in very good hands with PIB Brokerage and that gives me the comfort I need for not only myself and my own family but for our entire employee population who are family to us at Milbrook.
Craig Bruno
Managing Partner at Bruno, Gerbino, and Soriano
Many years ago, Paul Shepherd, my insurance expert, recommended that I invest in Life policies with Mass Mutual. While I had other insurance policies with different companies Paul stated that their policies were part of an overall estate plan.
He showed me the anticipated cash value over time. As a business owner, I was somewhat reluctant to put so much cash into premiums, but after careful consideration and guidance by Paul, I decided to take the plunge.
Now that I am over 65 years old and no longer earn the amount of money that I used to, I could not be happier with this investment. Not only do I not pay any premiums, but the cash value and the amount of insurance have grown every year.
I was even able to use the dividends to purchase similar policies for my three adult children and still the cash value increases every year. It is nice to know that this is an essential part of my Estate plan and should the need ever arise a source of a large cash payout. The sense of security cannot be overstated. So, thanks Paul for convincing me to make this investment!
In addition to all this Paul is also my firms advisor for our Professional Liability and Medical Insurance. Having one trusted advisor oversee all of my business and personal insurance needs has helped me create an organized and comprehensive insurance program.