Marketing and Case Design Department

We provide local, concierge-level service and support, along with centralized technology that allows you to access competitive intelligence, cutting-edge design, case tracking, reporting, and a vast library of resources, all at your convenience. Our attentive and knowledgeable staff supports you from beginning to end with each potential opportunity.

Our turnkey services include:

  • Point-of-sale service and sophisticated case consultation, to assist you in meeting your clients’ needs, face-to-face.
  • Outstanding product selection and design, with access to a broad range of product lines and our full team of product and marketing specialists.
  • Illustrations and marketing services, with expedient turnaround time and impeccable accuracy.
  • Customer maintenance, provided by our experienced and professional policyholder support team.

Meet Director of Marketing, Robert P. Sweet.

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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