Institutional Markets

As a founding partner of Capitas Financial, the Smith Companies has supported life insurance sales in over twenty financial institutions for decades, including national wire house firms, banks, and other financial services institutions. Our highly-trained sales force of over twenty specialists works one-on-one with financial advisors and their clients, integrating life insurance solutions as part of their overall offerings for a solid financial, estate, and/or business plan. Check out www.capitasfinancial.com for more information on our superior services.

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.

Read More

SUBSCRIBE

Get monthly updates and free resources.

CONNECT WITH US