With more than 30 years’ experience in advanced planning and wealth conservation, and over $32 billion dollars of coverage in-force, The Smith Companies, Ltd. offers sophisticated solutions for insurance professionals, financial planners, and other investment advisors. Our knowledgeable team of attorneys, finance professionals, and business specialists will help you properly integrate life insurance into your clients’ overall estate, business, or financial plan design.
Enhance your offerings. Our team will help you find appropriate life insurance solutions for your clients’ individual circumstances.
We provide customized materials to help you educate your clients and offer complete solutions for their financial needs.
We integrate as your virtual life insurance back-office, increasing your case volume, productivity, and overall sales.