Insurance & Financial Services
Caring For The Shepherdand the Sheep
Now available to your pastors, church staff, every member of your congregation, your families, and your businesses. Wise, lasting financial decisions since 1981.
1981
Serving Since
Access to Over 450+
Insurance Companies
45+
Years of Trust
Thousand's
of Individuals, Families, Churches and Pastors Helped
A Ministry of Stewardship Since 1981
Since 1981 we have been helping our fellow brothers and sisters in Christ with life, health, Medicare, and disability insurance, and retirement programs — with insurance for church pastors and congregations.
We believe that information and education, when dealing with your finances, is critical in today's environment in order for you to make wise financial decisions. That is why we have over 450 high-quality insurance companies we can access to help you save money while meeting your needs and goals.
Education / Information + Choice = Wise, Lasting Financial Decisions
How We Help You Decide Wisely
Our Philosophy is Education + Information + Choice = Better Financial Decisions
Education & Information
Information and education are critical in today's environment for making wise financial decisions.
Choice
Access over 450 high-quality insurance companies and many different plans to meet your needs and goals.
Wise Decisions
Education + Choice = wise, lasting financial decisions for you, your family, and your ministry.
Dennis
Life Insurance, Health Insurance Broker and Securities Representative
Executive Leadership
Meet Dennis
Dennis has built a long, distinguished career in the insurance sector, with leadership positions in independent insurance marketing organizations and Established Insurance Companies. His career spans over four decades of technical expertise in the areas of Life, Health, Medicare, Disability, Savings and Retirement Plans and faithful program stewardship.
Leadership in Independent Insurance Marketing
Dennis has been asked to speak and conduct educational classes in many venues around the country. He is presently active in 26 states and has a long-standing reputation for integrity, carrier relations, and client advocacy especially for the underserved in the inner cities. He has also been awarded the Global Financial Steward Designation (GFS).
Summary of Career Path & Expertise
1981 to 1990
Agent then, after 2 years, became a District Sales Manager for The Equitable Life Assurance Company of America
1995 to Date
Left the Corporate Insurance Industry and Began His Career as an Independent Broker
1990 to 1995
Sales Manager for The Guardian Life Insurance Company of New York and Lincoln National Life Respectively
Caring for the Shepherd and the Sheep
In 1990 Dennis Realized the Need for someone to go into the Inner City Churches and Service their Insurance and Retirement needs.
Dennis's career spans over four and a half decades in the insurance industry, with proven expertise in both Individual/Family and Group Life Insurance, Health Insurance, Medicare, Retirement Planning, Estate Planning and Building Wealth.
Insurance & Financial Services for Non-Profit and For-Profit Companies
Comprehensive coverage and retirement planning for Your Church and Your Company covering every stage of life and ministry.
Life Insurance
- Term Insurance (1–40 Years)
- Universal & Indexed Universal Life
- Variable Life / Variable Universal Life
- Whole Life & Single Premium Life
- Second to Die Plans
- Final Expense & Guaranteed Issue
- Return of Premium Term Life
- Group Life (2+ employees)
Health Insurance
- HMO, PPO, POS, HSA, HRA, PFFS
- Individual / Family ACA Plans
- Group Health Insurance
- Medicare Advantage Plans
- Medicare C-SNPS & D-SNPS (Special Needs Plans)
- Medicare Supplements (Medigaps)
- PDP (Prescription Drug Cards)
- Medicaid & CHIP
- Disability Insurance
- Long Term Care
- Dental & Vision
Retirement Plans
- 403(b) with Minister Housing Allowance
- 401(k), IRA & Roth IRA
- SIMPLE IRA & SEP Plans
- Profit Sharing & Defined Benefit
- 457 & Governmental Plans
- Help Choosing the Right Plan
Annuities
- Fixed & Multi-Year Guaranteed Annuities
- Fixed Index Annuities
- Variable Annuities
- Immediate & Deferred Income Annuities
- Bonus Annuities
- Lifetime Income & Legacy Options
- Help Choosing the Right Annuity
Estate Planning
- Estate Tax Minimization Strategies
- Charitable & Legacy Giving
- Beneficiary Coordination with Insurance
- Housing Allowance for Ministers
- Establishing a Budget
- Passing on Generational Wealth
- Help Planning Your Estate
Non-Qualified Plans
- Key Man/Woman Policy
- Non-Qualified Deferred Compensation (NQDC)
- Supplemental Executive Retirement Plans (SERP)
- Executive Bonus Plans (Section 162)
- Split Dollar Life Insurance
- 457(b) Non-Governmental Plans
- Salary Continuation Plans
- Help Designing Your Plan
Planning Workbooks
When the Workbooks are completed please send them back to us at Caring for the Shepherd for our review and recommendations.
Request a quoteWho We Serve
Now available to your pastors, church staff, every member of your congregation, your families, and your businesses.
Pastors & Church Staff
Congregation Members
Families
Businesses
Here Are Some Of Our Top Insurance Companies That We Have Access To:
We work with over 450 high-quality insurance carriers so you have real choice and competitive pricing. Explore our portfolio of trusted companies to find the right fit for your family, ministry, or business.
IMPORTANT: All Companies are not Available in Every State. If you have a company that You would like to Receive a Quote on but do not see on our List, give us a call and we should be able to get Appointed with That Company to Service your Individual Needs and Goals.
See How We Can Help
We're here to help pastors, congregations, families, and businesses make wise, lasting financial decisions.