Accounting, Commissions, Licensing and Appointments

Efficiency and professionalism are the hallmarks of our dedicated staff.

We have decades of experience in the life insurance industry, and are proud of the level of service we provide to all the trusted financial advisors and independent insurance agents we support.

  • Full-time accounting and commissions team works expertly with various insurance carriers to complete the sales process.
  • Dedicated licensing and appointments specialist with superior knowledge and resources.

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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