Insurance


Life preserver hanging on wall

The goal of our insurance services is to help protect what matters to our clients; to help them make informed and wise decisions about estate preservation, succession planning, estate tax minimization, and asset protection.

Solera offers multiple solutions for this:

  • Disability Insurance
  • Whole Life Insurance
  • Term Insurance
  • Fixed Indexed Insurance
  • Gifting Strategies
  • Long Term Care
  • More…

Contact us today to find out which solutions fit you best!



Contact us for a complementary meeting.
We can connect, discuss your planning needs, and get to know each other a bit.