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. MORE

Valued Advisor Education

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

Virtual Insurance Department

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

Online Resources

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

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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