Advisors interested in working with Robertson & Company should contact us or register online. We require a nominal registration fee (see * below) to defray the initial cost of compiling and transferring client policy information onto our secured online database system. The registration fee is a one-time, per advisor charge regardless of the number of clients or insurance policies an advisor has under management. Once registration is completed and policy information is transferred, a member advisor will be able to quickly, conveniently and securely access client policy information 24/7 via our website.

*Robertson & Company offers a 100% fee waiver to Advisors willing to fill out a short marketing survey: Please advise how you found our website in an email (contact us page) and provide your complete contact information.