Strategic Marketing Financial Services
Strategic Marketing Financial Services is a privately held Independent Marketing Organization that provides life insurance, annuity, and tax mitigation products plus back-office support (case design, financial illustrations, marketing collateral, contracting) to financial advisors, CPAs, and tax attorneys serving high-net-worth business owners.
- Company typePrivate
- Founded2011
- HeadquartersSkokie, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Strategic Marketing Financial Services does
Strategic Marketing Financial Services is a privately held Independent Marketing Organization (IMO) founded in 2011 and headquartered in Skokie, Illinois. The firm operates a B2B2C model that positions itself as 'Advisors to the Advisor,' distributing advanced life insurance, annuity, and tax mitigation solutions for high-net-worth business owners through financial professionals, independent life insurance producers, CPAs, and tax attorneys rather than selling directly to consumers.
The core offering combines product distribution with back-office enablement: case design, financial illustrations, marketing collateral, contracting, paper processing, and underwriting liaison services, delivered with a 24-hour turnaround SLA. Product breadth spans Indexed Universal Life, Whole Life, Key Man Insurance, Buy-Sell Agreements, Income Tax Savings strategies, Business Succession, Estate Planning, Charitable Giving, College Savings Plans, and Premium Finance Consulting. Underlying delivery is anchored to a network of ten carrier partners—Voya Financial, Allianz, Prudential, Lincoln Financial Group, BannerLife, Minnesota Life/Securian, National Life Group, North American Financial, West Coast Insurance Group, and Presidential Life—rather than proprietary technology infrastructure.
Revenue is generated on a transaction-fee basis through commissions and overrides on life insurance, annuity, and retirement placements, shared with the distributing advisors on a 'no payment until success' basis. The firm employs 1-10 people, is led by founder Marc Olswang (President), and added Violet Viall as Director of Sales & Marketing in January 2024. Customer acquisition is referral-driven via the financial professional network; pricing is not publicly disclosed and quotes are handled case-by-case for advisors and their high-net-worth clients.
Strategic Marketing Financial Services firmographics
Firmographics- Name
- Strategic Marketing Financial Services
- Legal name
- Strategic Marketing
- Website
- https://strategicmarketingfs.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Strategic Marketing Financial Services is a privately held Independent Marketing Organization that provides life insurance, annuity, and tax mitigation products plus back-office support (case design, financial illustrations, marketing collateral, contracting) to financial advisors, CPAs, and tax attorneys serving high-net-worth business owners.
- Ownership category
- akta.pro rank
Strategic Marketing Financial Services industry classification
Industry- Product category
- Insurance Marketing Organization
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411), Life Insurance (6311)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industry
- Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where Strategic Marketing Financial Services is headquartered
LocationHeadquarters
- HQ city
- Skokie
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Strategic Marketing Financial Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Insurance Commission Revenue: The company generates revenue through commissions on life insurance, annuity, and related financial product sales. As an IMO, they earn commissions from carrier relationships and share these with financial advisors and insurance producers. They also provide marketing collateral, paperwork, and contracting services as part of their support offering.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels1 record
Strategic Marketing Financial Services product offering
Product offeringCore offering
Strategic Marketing Financial Services operates as an Independent Marketing Organization (IMO) that functions as an outsourced insurance agency and back-office partner to financial professionals, independent life insurance producers, CPAs, and tax attorneys. It provides case design, financial illustrations, premium finance consulting, marketing collateral, and contracting services, and earns commissions by distributing life insurance, annuity, and retirement products from carrier partners (e.g., Prudential, Voya, Allianz, Lincoln Financial) to advisors serving high-net-worth business owners.
Product overview
Strategic Marketing Financial Services operates as an Independent Marketing Organization (IMO) offering a unified suite of insurance and financial services for high-net-worth business owners. The core portfolio includes Premium Finance Consulting, Indexed Universal Life, Whole Life, Key Man Insurance, Buy-Sell Agreements, Income Tax Savings, Business Succession, Estate Planning, Charitable Giving, and College Savings Plans. These products are supported by Financial Illustrations, Back Office Support, and Marketing Collateral services. The company serves as a one-stop solution, functioning as an outsourced insurance agency that provides case design, loan modeling, underwriting liaison, and full agency resources to financial professionals, independent life insurance producers, CPAs, and tax attorneys.
Differentiator
Problem solved
Functional benefit
Products and services
- Premium Finance Consulting
- Indexed Universal Life
- Whole Life
- Key Man Insurance
- Buy-Sell Agreements
- Income Tax Savings
- Business Succession
- Estate Planning
- Charitable Giving
- College Savings Plans
- Financial Illustrations
- Back Office Support
- Marketing Collateral
Quantifiable outcome
- 24-hour turnaround on insurance quotes and document preparation
Companies that use Strategic Marketing Financial Services
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Strategic Marketing Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Strategic Marketing Financial Services partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core.
- Voya FinancialcorePartner insurance carrier providing annuity and retirement products through Strategic Marketing Financial Services' advisor network.
- AllianzcorePartner insurance carrier offering life insurance and annuity products via the company's distribution network.
- BannerLifecorePartner life insurance carrier providing coverage options for high-net-worth clients served by the advisor network.
- PrudentialcoreMajor insurance carrier partner offering life insurance and financial products through the company's marketing platform.
- North American FinancialcoreInsurance carrier partner providing financial products distributed through the company's advisor network.
- West Coast Insurance GroupcoreRegional insurance carrier partner offering specialized coverage through the company's distribution channels.
- Presidential Life Insurance CompanycoreLife insurance carrier partner providing products for high-net-worth client strategies.
- Lincoln Financial GroupcoreMajor financial services and insurance carrier partner with retirement and life insurance products.
- Minnesota Life (Securian)coreLife insurance carrier partner offering products distributed through the company's advisor network.
- National Life GroupcoreInsurance carrier partner providing life insurance and annuity products for the company's client strategies.
Scale indicators1 record
Recent moves3 records
Expansion highlights3 records
Strategic Marketing Financial Services competitors and assessment
Company assessmentDirect peers
- Ash Brokerage: Wholesale life insurance and annuity distributor serving financial professionals with case design, advanced planning, and back-office support. Closely comparable IMO/wholesaler model with similar advisor-channel focus.
- Highland Capital Brokerage: Wholesale life insurance distributor focused on advanced planning, premium finance, and complex case design for advisors serving high-net-worth clients. Comparable niche overlap in advanced-planning cases.
- M Financial Group: Established Independent Marketing Organization / BGA focused on life insurance and advanced planning for high-net-worth clients through a network of financial advisors. Highly comparable distribution model and HNW advanced-case focus.
- Crump Life Insurance Services: Wholesale life insurance distributor providing case design, advanced markets support, and back-office services to independent producers. Direct competitor in the BGA/IMO channel with similar product breadth and advisor support model.
Broad incumbents
- Transamerica: Major life insurance and retirement carrier with its own distribution and wholesaling infrastructure. Competes for advisor relationships across life, annuity, and advanced-markets products that overlap Strategic Marketing's product shelf.
- National Western Life Insurance Company: Life insurance and annuity carrier serving high-net-worth and international markets through independent distribution. Operates in the same advanced-markets and IMO-distributed life insurance space as Strategic Marketing's carrier partners.
- Prudential Financial: Major life insurance and retirement carrier that is both a partner and a structural incumbent. Operates its own IMO/BGA channels and competes for advisor mindshare across the same life and annuity products distributed by Strategic Marketing.
- Lincoln Financial Group: Large carrier offering life insurance and retirement products through wholesale and advisor channels. Functions as both a key Strategic Marketing carrier partner and a broader-market incumbent in the same distribution space.
- Voya Financial: Major carrier in annuities and retirement products distributed through financial advisors. Both a Strategic Marketing partner and a broader-market incumbent competing for the same advisor relationships.
- Allianz Life: Top-tier indexed annuity and life insurance carrier operating across the IMO/BGA channel. Acts both as a partner distributor and as a broader incumbent with internal wholesaler programs targeting the same HNW advisor audience.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Strategic Marketing Financial Services social profiles
Digital presenceStrategic Marketing Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Strategic Marketing Financial Services leadership team
Management profileNumber of profiles
Profiles2 records
Strategic Marketing Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Strategic Marketing Financial Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Strategic Marketing Financial Services
What does Strategic Marketing Financial Services do?
Strategic Marketing Financial Services operates as an Independent Marketing Organization (IMO) that functions as an outsourced insurance agency and back-office partner to financial professionals, independent life insurance producers, CPAs, and tax attorneys. It provides case design, financial illustrations, premium finance consulting, marketing collateral, and contracting services, and earns commissions by distributing life insurance, annuity, and retirement products from carrier partners (e.g., Prudential, Voya, Allianz, Lincoln Financial) to advisors serving high-net-worth business owners.
Is Strategic Marketing Financial Services a public or private company?
Strategic Marketing Financial Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Strategic Marketing Financial Services founded?
Strategic Marketing Financial Services was founded in 2011. It employs 1 to 10 people.
Where is Strategic Marketing Financial Services based?
Strategic Marketing Financial Services is headquartered in Skokie, United States, in the North America region.
How does Strategic Marketing Financial Services make money?
One revenue line is on record: insurance Commission Revenue.
Who are Strategic Marketing Financial Services's main competitors?
Direct peers on record are Ash Brokerage, Highland Capital Brokerage, M Financial Group and Crump Life Insurance Services. Broad incumbents are Transamerica, National Western Life Insurance Company, Prudential Financial, Lincoln Financial Group, Voya Financial and Allianz Life.
Does Strategic Marketing Financial Services have an API?
No public API is recorded for Strategic Marketing Financial Services.
What industry is Strategic Marketing Financial Services in?
Strategic Marketing Financial Services's product category is Insurance Marketing Organization. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 52421 and its SIC code is 6411.