What we do

Estate Planning

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Services

March 16, 2008

Services: Superior Experience

We closely collaborate with our clients and their advisors to design efficient estate tax funding strategies through sophisticated life insurance arrangements. SML underwriters then work aggressively to secure coverage at the most efficient pricing. We work exclusively with leading carriers and maintain the highest levels of influence with each vendor partner. These crucial relationships translate into superior pricing and service for our clients. Properly designed coverage and funding strategies require precise annual administration and projection monitoring. Our dedicated team is solely focused on policy performance reports, annual reviews, split dollar analysis, trust administration functions and confidential client communication.

For additional information regarding Estate Planning, please contact us at info@smlinc.com

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Employee Benefits

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Risk Management

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Objectives

March 5, 2012

Objectives: Protecting Your Business & Personal Assets

As part of Brown & Brown Insurance, the nation’s 6th largest broker, SML is well positioned to offer the very best products in the Commercial & Personal Insurance marketplaces. We maintain solid and established markets with a wide array of quality insurance companies. These relationships enable us to provide broad coverage at affordable rates.

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Connect Benefit Solutions

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Financial Services

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Life Insurance

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Executive Benefits

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