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.
- Making the Most of Gifting
- Life with LTC Plan
- Key Person
- Buy-Sell Planning
- Working with GRATs
- Dynasty Trusts
- Note Sale to Defective Grantor Trust
- Life Insurance 101
- Planning Under the Tax Cuts and Jobs Act of 2018
- Tax-Leveraged Executive Bonus Plan
- Private Split Dollar
- Understanding the Gifting Opportunity Under the 2018 Tax Reform and Jobs Act