Value
Robertson & Company provides value by minimizing professional liability for you as the advisor, and increasing consumer value for your client. We provide ongoing due diligence review (and the associated documentation) at little or no cost to you or your client. Fee-based insurance consultants typically charge from a few hundred to more than a thousand dollars annually per policy to provide similar services.

Objectivity
Robertson & Company removes marketing and agent bias from the evaluation process and focuses on the facts. We provide objective analysis of existing or proposed life insurance policies as well as a comparison with similar products, enabling you and your client to make an informed decision.

Service
Robertson & Company provides expertise and guidance on life insurance and associated estate planning solutions. We work closely with professional advisors to evaluate current life insurance policies and develop an appropriate strategy as needed. We condense hundreds of pages of information into a clear and concise report summarizing policy information, carrier ratings, and financial information. If the analysis uncovers an issue, we will work with the advisor to implement appropriate changes to assure completion of the Trust's objectives.