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.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Why each spouse needs life insurance

How to help make sure your family is covered financially should something happen to either spouse

Financial wellness for everyone: Term life insurance

Learn how simple, affordable life insurance can help boost your financial confidence with these basics.

Tips to convert term life insurance to whole life insurance

A term life policy can be converted to permanent life insurance as protection needs for you and your loved ones change

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Finding solace in times of crisis

Watch Joleen's journey to find comfort in times of crisis

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