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Andy Robertson, Csscs is listed as Founder and President at Trusted Resource, LLC at Trusted Resource, LLC, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Andy Robertson, Csscs.
Andy Robertson, Csscs previously worked as Founder and President at Trusted Resource, Llc and Founder and President at Capital Indemnity Group. Andy Robertson, Csscs holds Bs, Economics from Northeastern University.
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As founder and President of Capital Indemnity Group and Trusted Resource, I work daily with some of the top retirement planning professionals around the country. Together, we introduce retiring Americans to the true power of one of the greatest retirement programs in existence today, Social Security. Understanding Social Security's unique ability to combat the erosive effects longevity, inflation and taxes have on one's retirement capital is the key to building a fortified retirement income plan and minimizing the likelihood their clients will run out of money. With 92% of American households likely to fall short of their retirement savings needs, top retirement planners utilize our knowledge, training and tools to embrace the complexity of Social Security planning and leverage it's ability to salvage middle america's retirement dreams.
Listed skills include Fixed Annuities, Insurance, Marketing, Leadership, and 24 others.
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Wrentham, Massachusetts
Trusted Resource, LLC is the creator and IP owner of numerous financial calculators. Through our unique proprietary tools, we help advisors more effectively quantify the impact some of the most challenging planning considerations may have on a plans long term viability. Using our one of a kind retirement planning tools such as our Social Security.
Wrentham, Massachusetts
Capital Indemnity Group is a value added, advisor focused, marketing organization committed to building meaningful distribution partnerships with the independent financial advisors in the New England marketplace.
Wrentham, MA
The Corporation for Social Security Claiming Strategies is the creator and provider of the training course for the Certified in Social Security Claiming Strategies designation (CSSCS). We offer students online access to the curriculum, affording them the opportunity to digest the materials at their own pace. Students may choose to enroll solely in the.
Philadelphia, Pennsylvania
New York, New York
Morristown, New Jersey
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Andy Robertson, Csscs works for Trusted Resource, LLC.
Andy Robertson, Csscs is listed as Founder and President at Trusted Resource, LLC at Trusted Resource, LLC.
Andy Robertson, Csscs is based in Greater Boston, United States, United States while working with Trusted Resource, LLC.
Andy Robertson, Csscs has worked for Trusted Resource, Llc, Capital Indemnity Group, The Corporation For Social Security Claiming Strategies, Lincoln Financial Distributors, and Nationwide Financial (Nfidai).
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Andy Robertson, Csscs holds Bs, Economics from Northeastern University.
Andy Robertson, Csscs is listed with skills including Fixed Annuities, Insurance, Marketing, Leadership, Investments, Financial Services, Life Insurance, and Financial Advisory.
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