Insurance is the necessary process of paying someone to share your risk. Many insurable risks require mandatory insurance (auto and home polices, to a lesser extent health insurance). You will rarely need an advisor's help with these forms of insurance.

Life and disability insurance is not mandatory, but generally very necessary. The loss of income from these unexpected events can be very challenging, even catastrophic to a family's financial security. Choices must be guided with the help of a qualified expert.

Insurance Expertise

Solitude has extensive experience with Fixed Life and Annuities products, including members with several years' experience as licensed agents.  While we no longer maintain licensing for fixed insurance products, our prior experience and CFP® training will allow us to ask the proper questions to determine your potential needs in this area.  We will then direct you to a qualified and licensed agent to verify your needs and the product changes you may require. Solitude is not affiliated with any insurance agent, firm, or products, nor will it accept compensation for any referrals