Independance

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.

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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.

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Why choose The Smith Companies?

Impeccable service. Individualized attention.
Competitive products.

Blog

Avoid Paying Taxes Forever, Blackstone Tells UHNW Clients
JUNE 19, 2018

Blackstone Group LP has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever. Read more at fa-mag.com.

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Boston

225 Friend Street
Suite 600
Boston, MA 02114

800-845-7707

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ABOUT US

The Smith Companies, Ltd. is a Boston-based firm known for sophisticated advanced planning solutions that properly integrate life insurance into an overall estate plan.

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