Company Information

Get to know Strategic Marketing Financial Services, Inc.

Founded in 1982, Strategic Marketing Financial Services, Inc. (commonly known as SMFS, Inc.) is a full-service Brokerage General Agency (BGA) and Insurance Marketing Organization (IMO). The company's mission is to support independent financial professionals, such as insurance agents and financial advisors, by providing them with access to a wide range of products from top-rated carriers, including life insurance, annuities, long-term care, and disability income. SMFS acts as a B2B intermediary, offering case design, underwriting support, marketing resources, and advanced sales concepts to help its partners better serve their end clients.

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Financial InsurancePRIMARY
Financial Other Service

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Strategic Marketing Financial Services, Inc.

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.