Case Management Department

Superior service is the number one priority of The Smith Companies, Ltd., case management department.

We build strong, personal relationships through verbal contact and constant communication with our vendors, associate general agents, and the financial advisors we support.

  • We take pride in answering the phone every time it rings.
  • We answer emails as soon as they are received.
  • We build such a rapport with our financial advisors that we not only know them on a first-name basis, but can recognize them by the sound of their voice.
  • From the smallest term case to the largest universal life business, we take personal ownership over every case we process.

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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