With more than 30 years’ experience in advanced planning and wealth conservation, 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.

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Why choose The Smith Companies?

Impeccable service. Individualized attention. Competitive products.   Start Today

Our Services

Our team of experienced professionals provide personal, concierge-level service and one-on-one support.

Advanced Planning

Enhance your offerings. Our team will help you find appropriate life insurance solutions for your clients’ individual circumstances.

Valued Advisor Education

We provide customized materials to help you educate your clients and offer complete solutions for their financial needs.

Virtual Insurance Department

We integrate as your virtual life insurance back-office, increasing your case volume, productivity, and overall sales.

Latest News

Trust Planning with Life Insurance and Long Term Care Riders

Clients are increasingly concerned with having enough funds accessible should long-term care needs arise later in life. The life insurance industry has responded to this by broadening the reach of traditional products. A new type of “hybrid” life insurance, which merges death benefit protection and ... Continue Reading

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