Insurance | Robert Soler, CFA, RICP

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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