Protect your home. Protect your family.
Mortgage protection and life insurance solutions tailored to your situation — so the people you love keep the home, the stability, and the time they'll need when it matters most.
Insurance & retirement solutions, tailored to your situation.
Every family is different. I take the time to understand where you are today so we can build protection that actually fits — and grows with you.
Mortgage Protection
Mortgage protection is designed to help your family keep the home if something unexpected happens. It can provide funds to cover mortgage payments or pay down the balance, giving the people you care about time, stability, and protection during life's most difficult moments.
Term & Whole Life
Term life insurance provides coverage for a set period of time and is often used to protect families during their most financially vulnerable years. Whole life offers lifelong coverage to help you create long-term financial stability for your loved ones.
Indexed Universal Life (IUL)
An IUL is a flexible policy that offers lifelong coverage along with the ability to build cash value over time. It can be structured to add living benefits, supplemental retirement income, and long-term financial protection.
Fixed Indexed Annuities
These annuities allow you to participate in market gains while protecting your principal from loss. They're designed to provide long-term growth and a dependable retirement income strategy with protection against market volatility.
Steven Shatkin, M. Tax
I was born and raised in Florida and graduated from both the University of Florida with a Bachelor's Degree in Accounting and Master's of Taxation from Florida Atlantic University.
After spending several years in the accounting field, I decided to join the insurance industry because I wanted to educate and protect families like mine.
As your dedicated financial professional, I provide the highest degree of service and trust, giving you 24/7 access to me and my team.
Book a free consultation on my calendar or request a quote — and if you know anyone who might benefit, please share this site or my contact information with them.
No scripts. No pressure. Just a real conversation.
The goal of the first call isn't to sell you a policy, it's to figure out whether you even need one, and if so, what actually fits.
We talk
A 30-minute call to understand what you're really trying to protect.
I shop the market
I work with the industry's top carriers and bring back options that match your health, age, and goals.
You decide
You choose the coverage that fits. I handle paperwork, underwriting, and keep working for you long after the policy is in force.
Schedule a call today — no obligation.
Select a date and time that works for you. Most calls take 30 minutes, and you'll leave with a clear picture of your options.
- 30-minute intro call, on your schedule
- 100% confidential — your info stays with me
- No obligation, no fee for the conversation
- Or call now: 888-971-9625
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