Monday, June 27, 2022

Legal Notice: SMART products are not sold. Rather, copies of SMART products are licensed to the end user. UNLESS YOU HAVE ANOTHER AGREEMENT DIRECTLY WITH SMART THAT CONTROLS AND ALTERS YOUR USE OR DISTRIBUTION OF THE SMART PRODUCTS, THE TERMS AND CONDITIONS OF THE APPLICABLE LICENSE AGREEMENTS BELOW APPLY TO YOU. Please read the agreements applicable for the products you want to use. Some products are distributed together as a family. Please be careful to read the appropriate agreement for the product you want to use.


SMART 2009 - License 02/10 (PDF)











Success Stories
A real-life case history of a successful effort to bring strategic benefits planning to a forward-thinking client
Part 1 in the May, 2011 edition of Employee Benefit Adviser
Part 2 in the June, 2011 edition of Employee Benefit Adviser


User Testimonial:
"When my firm was in jeopardy of losing a 1,400 life case we had for over 4 years to a "national firm" I offered benefit strategic planning services to the client.  
We not only retained the account, we introduced two new voluntary benefits.  What was even better was that I was able to meet and cultivate a relationship with the company's Chief Financial Officer for the very first time.   Thank you SMART!"