Insurance solutions with a planning focus for more than 30 years.
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.
Our advanced planning expertise is primarily focused on the role and uses of life insurance in the areas of gift and estate planning; charitable giving and legacy planning; business continuation; business succession and business exit planning; business valuations and business value enhancement; planning for retirement and life style maintenance, personal and financial risk management; and other areas involving the creation, conservation and perpetuation of family wealth.
Our team of experienced attorneys, finance professionals, case design specialists, and veteran field underwriters are eager to work with you, the professional advisor, to help you address your clients’ life insurance related planning needs. Find out more.
For financial service professionals, particularly independent insurance agents, The Smith Companies offers one-stop access to a broad spectrum of insurance products, along with a full range of value-added support resources to assist you in meeting the individual needs of your clients.
We believe in long-term relationships.
Life is different with The Smith Companies.
- WE’RE ADVANCED – Led by industry veteran Paul Stevenson, JD, LLM; Damien Glennon, MSF, MSFP; our specialists bring a deep knowledge of financial, estate, and business planning.
- WE’RE BOUTIQUE – You will always receive local, individualized processing attention and a customized platform catering toward high net worth clients.
- WE’RE IMPARTIAL– We offer competitive products from more than 20 of the finest carriers to fit your clients’ individual needs.
- WE’RE ESTABLISHED – With a combined underwriting experience of more than 50 years, a founding partner of the nation’s largest brokerage agency, and longstanding relationships with major financial institutions, we offer you and your clients the benefits of our industry presence.