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.

Virtual Insurance Department

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

Valued Advisor Education

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

Online Resources

Get real-time access to case statuses and let us worry about paperwork, medical exams, and submission details.

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