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Identity Theft Protection for Individuals & Families

Financial Services for all stages of life.

Financial Protection Plus - featuring LifeLock

LifeLock Identity Theft ProtectionIdentity Theft Protection and More!

Solera has bundled a personal financial package that features LifeLock identity theft protection as well as financial and legal assistance that is unmatched in the industry.

Best of all, Solera sells its Financial Protection Plus with all three services for less than you can purchase LifeLock alone direct from LifeLock!  Additionally, Solera offers a family rate, which saves you money!  For less than $9 per month or less than $100 per year, you can purchase protection against identity theft.

Solera's Financial Protection Plus plan features:


Solera offers its Financial Protection Plus plan for both Individuals and Families.

Plan Features

Individual

Family

  Buy Now Buy Now
Monthly fees (monthly) $8.95 $16.95
Annual fees (annual) $99.95 $189.95
Includes LifeLock Identity Theft Protection
Includes Legal Care Direct Service
Includes Financial Advisory Services
Get more information Info Info
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LifeLock Identity Theft Protection Highlights

Lifelock is one of the industry leaders in identity theft protection and provides expertise in protecting your identity and guarantees their service up to $1 million.  Plan highlights include:

  • Free fraud alerts to all three major credit bureaus - when anyone tries to use your credit, the merchant is advised to verify it's you

  • Dramatic reduction in junk mail, including fewer pre-approved credit

  • WalletLockTM assists you in the event your wallet is lost or stolen

  • eReconTM searches for your information being sold or traded online

  • TrueAddressTM notifies you when a change of address is filed in your name

  • LifeLock's $1 Million service guarantee - if you become a victim of identity theft while a LifeLock client, LifeLock will spend up to $1 Million to cure

Legal Care Direct Service Highlights

Legal Club of America is a nationwide discount legal referral service.  They are unique in that their attorneys cap their hourly rate at $125.  Their network of over 20,000 attorneys have an average of 19.4 years of experience.  Plan highlights include:

  • Free unlimited phone consultations for new legal matters

  • Free one-on-one consultations for new legal matters

  • Free document review (6 pages or less)

  • Free letters written or phone calls made on members' behalf

  • Free assistance with governmental programs or small claims court

  • Free simple will with free annual updates

  • Free living will

  • 10% discount on all contingency fee cases

  • Capped fees on eight commonly used legal services including traffic tickets, name change, real estate closing, chapter 7 bankruptcy, simple divorce, simple will with trust, non-support (spouse/child) and regular incorporation.

Financial Help Line Service Highlights

Financial help line services are provided via a toll-free telephone number by experienced, accredited financial counselors.  With over 19 years experience, the counselors objectively assist members in assessing a situation, discussing options, creating an approach, finding the resources, and help members to resolve financial questions.  Plan highlights include:

  • Live, confidential, objective guidance from experienced, accredited counselors

  • 24/7 direct access to the Financial Resource Center

  • Direct access to interactive calculators and education materials

  • Extensive library of financial information, current research and articles, as well as other materials to help members plan ahead.

Individual Retirement Accounts (IRA)

IRA ProgramsIndividual Retirement Accounts (IRA)

When it comes to saving for your retirement, IRAs are one way to put cash aside tax-deferred, especially for those who don't have access to an employer's plan.

And for those who have maxed out their employer-matched 401(k) or 403(b), starting an IRA will help extend tax-deferred savings.

Solera offers traditional IRA's and Roth IRA's that meet each of our individual clients' needs.  Whether you're extending your retirement savings or rolling over an existing employer 401(k) or 403(b), Solera Insurance & Financial Services can help you optimize your retirement planning.

Solera Insurance & Financial Services, Inc. © 2006