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GENESEE PLANNING


ONE CONVENIENT SOURCE FOR ALL YOUR FINANCIAL PROTECTION 

 

Helping you reach your goals...                                                                                         

With personalized caring service we offer a wide range of policies

from a number of the Nation's top rated companies, but

our committment is to you!

 

FINANCIAL PROTECTION                        Dan Hale               Steve Maxwell, CPCU   

 

For Individuals

  • All forms of Life Insurance
  • IRA's
  • Long Term Care
  • Annuities
  • Disability Income
  • Accident

For Business Owners

  • All forms of Life Insurance
  • Disability Income
  • Disablity Buyout
  • Pension Plan/Deferred Compensation
  • Key Person Life Insurance
  • Buy/Sell Protection

For Groups/Employee Benefits

  • All forms of Life Insurance
  • NYS Disability
  • Disability Income - Long & Short Term
  • Long Tern Care
  • IRA's
  • Accident Insurance
  • Pension Plans
  • Non-Profit TSA
  • Vision Plans
  • Dental Plans
  • Health Insurance

Payroll Deduction Plans

  • Life
  • Auto
  • Home
  • Disability
  • Long Term Care

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We invite your inquiries...

At no cost to you, we will review your needs ans survey available policies,

plans and programs.  We're looking to give you "something extra" for your

premium dollar.  We'll find a policy that meets your needs and fits your budget.

 

Call us or complete the on-line quote tab on the left side for a

no-obligation quote today!!

 

We represent a carefully selected group of financially sound, reputable

insurance companies.  Therefore, we are able to offer you the best coverage

at the most competitive price.

 

Wholly owned company of Shepard, Maxwell & Hale Insurance.

 



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"Sharing your vision of a secure future"

New York State resident licensed.

Shepard, Maxwell & Hale
5176 Clinton St Rd
Batavia  New York  14020 
Phone: (585) 343-5050 
Fax: (585) 344-0639
E-Mail: info@smhins.com
 

 
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