The Smith Companies, Ltd
With more than 30 years’ experience in advanced planning and wealth conservation, The Smith Companies, Ltd. offers sophisticated solutions for insurance professionals, financial planners, and other investment advisors. Our knowledgeable team of attorneys, finance professionals, and business specialists will help you properly integrate life insurance into your clients’ overall estate, business, or financial plan design.
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Verified contacts
8
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
111
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- BB
Bob Barrett-Sweet
Director of Operations · Operations
EmailPhone - CM
Caitlin McKinney
Director of Operations · Operations
EmailPhone - AR
Annie Roman
Case Design Specialist · General Business & Management
EmailPhone - HC
Hillel Cooperman
Internal Sales Consultant · Other
EmailPhone - NK
Nick Kreifels
the Smith Companies, Ltd · Other
EmailPhone - TS
Timothy Smith
President & CEO · Other
EmailPhone
Showing 6 of 8 verified contacts
Top roles at The Smith Companies, Ltd
7 distinct titles indexed · top 7 shown.
- 2director of operations
- 1case design specialist
- 1internal sales consultant
- 1new business case manager
- 1president & ceo
- 1the smith companies, ltd
- 1wealth planning consultant
Sign up to unlock all 8 contacts at The Smith Companies, Ltd
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Sign up to reveal 8 verified contacts at The Smith Companies, Ltd
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