The Advisors to the Advisor
Unmatched Life Insurance and Tax Mitigation Solutions for High-Net-Worth Business Owners
We Provide Innovative Strategies To Grow Your Business
Strategic Marketing Financial Services provides advanced insurance, retirement, and tax strategies for high-net-worth business owner clients. We work with financial professionals, independent life insurance producers, CPAs, and tax attorneys.
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24-Hour Turnaround
Your clients want a quick quote. We run the numbers and prepare the documents, all in under 24 hours!
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Ready to Go Marketing
We have it all. From case studies and marketing collateral to paperwork and contracting. We have you covered.
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Boutique-Style Services
We are a team of dedicated professionals. We give you the attention to detail you deserve! We identify opportunities, create loan models, and help you close your business.
What Makes Us Unique
We pride ourselves on our unique, cutting-edge, well-tested strategies and concepts. We offer access to our exclusive proprietary products and a personalized team of back-end support who will help you from conception to fruition. We don’t get paid unless you do.
Full Offerings
We provide contracts and marketing on life insurance, annuities, retirement policies, estate planning, and full agency resources.
24-Hour Illustrations
We brainstorm your book of business with you and help identify your clients’ insurance needs.
Business Management
We generate business growth, offer exclusive products, and our clients call us for referrals and recommendations.
Extensive Documentation
We streamline your back office support and let you focus on your client relationships.
Trusted Expert Support
Our expert team is here when you need us. We strive for a 100% satisfaction rate, always.
Advanced Options
Have questions or doubts? We have CPAs and tax attorneys who can talk to your CPAs and attorneys and vouch!
Partners
What Our Clients Say
There is a world of options out there for high net worth individuals that I didn't even know about and I thought I was well Informed!
Rick Beauford | Georgia
I recently began working with Strategic Marketing. My first case paid a commission of nearly 500K. I already have other cases in underwriting. I've never felt so excited and optimistic about leverage planning.
J.D. | Arizona
I have been working with Strategic Marketing since its inception. They have always provided the utmost service and support. They have helped place some of my most difficult cases. I'm eternally grateful to them.
H.S. | Illinois
I've been working with Marc for four years. I know that I can contact him at any time, and he will guide me in the right direction. Marc partners well with agents by strategizing on business development, structuring policy proposals, and helping with product knowledge. Marc has aligned himself with some of the finest companies in the insurance industry to allow his agents to present the best possible solutions toothier clients. We have developed a strong personal relationship based upon friendship and trust.