Valued Advisor Education

At Smith Companies, Ltd., we understand that your success is our success. To help you serve your customers and achieve your professional objectives, we offer a full range of value added Advanced Planning support resources, along with comprehensive point-of-sale support and collateral materials to assist you in expanding your knowledge of the solutions available to your clients. Our goal is to help you properly and confidently integrate life insurance and other complementary products into your clients’ overall financial and estate plans.

We provide a complete package of customized materials that enable you to approach and educate new and existing clients and offer real solutions for their financial needs. You will enjoy privileged access to the Smith Company Library, containing an extensive selection of marketing concept pieces, client profiles, and specimen documents.

Expand your understanding.

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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