Life and Health Insurance


There are many obstacles in life.

Don’t let the various types of life insurance get in your way of having a sound financial plan and use it for a variety of needs. It is our belief that life insurance is an important part of your finances. It can help protect your family in the event of a death, or build cash value and use it during retirement. Either way we are here to help you decide that life insurance is right for you…and not just another obstacle to having a financial plan.

Types of Life Insurance

  • Term Life
  • Universal Life
  • Variable Life
  • Whole Life

Variable life is a long term investment sold by prospectus. The value will fluctuate so that upon redemption may be worth more or less than the original cost. Carefully consider the investment objectives, risks, charges, and expenses of a contract and sub account before investing. This and other information is contained in the product and sub account prospectus. Read the prospectus carefully before investing.


Whether you are buying health insurance for the first time or want to compare your current coverage, we are here to serve you.

Health insurance can and should be customized to fit your individual needs. Contact your Robertson Insurance & Financial agent to establish the security you need to protect yourself and your family or complete the brief questionnaire to receive a quote.

Types of Health Insurance

  • Health Savings Account (HSA)
  • Individual Health Insurance
  • Group Health Insurance

Securities offered through Southeast Investments, N.C., Inc. – Member FINRA, SIPC OSJ: 820 Tyvola Road – Suite 104 - Charlotte NC 28217
Ph: (800) 828-1295 or (704) 527-7873

Check the background of Philip Robertson on FINRA's BrokerCheck