Insights

Senior Market Focus Established since 1990 with a specialization in Medicare/Medicaid, Social Security, Life and Long Term Care for seniors, indicating strong cross-sell potential to existing clients and opportunities to expand advisory services around retirement planning and guaranteed income products.

Financial Scale Mid-sized agency with revenue in the $25M–$50M range and 11-50 employees, suggesting capacity for expanded partnerships, white-label programs, and joint marketing initiatives with larger firms targeting similar client segments.

Technology Readiness Utilizes a modern tech stack including Ruby on Rails and customer engagement tools (Calendly, Sentry, Wistia) which can facilitate scalable onboarding, data-driven outreach, and streamlined agent workflows for multi-product promotions.

Insurance Portfolio Focus on Medicare/Medicaid, Life, Long-Term Care, and Annuities presents cross-sell opportunities to carriers and tech-enabled brokers seeking aligned product lines and bundled solutions for retirement risk management.

Market Positioning Reputation as a client-oriented agency with a senior-focused value proposition positions JL Smith Associates well for partnerships with advisory networks and wealth managers seeking trusted regional specialists in elder care and retirement planning.

Similar companies to JL Smith Associates

JL Smith Associates Tech Stack

JL Smith Associates uses 8 technology products and services including Calendly, jsDelivr, Parsley.js, and more. Explore JL Smith Associates's tech stack below.

  • Appointment Scheduling
  • jsDelivr
    Content Delivery Network
  • Parsley.js
    Frameworks And Libraries
  • Issue Trackers
  • Online Video Platforms
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Ruby on Rails
    Web Frameworks

JL Smith Associates's Email Address Formats

JL Smith Associates uses at least 4 email formats:
JL Smith Associates Email FormatsExamplePercentage
FirstLast@jlsmithassociates.comJohnDoe@jlsmithassociates.com
78%
FLast@jlsmithassociates.comJDoe@jlsmithassociates.com
11%
First@jlsmithassociates.comJohn@jlsmithassociates.com
11%
First.Last@slsmithassociates.comJohn.Doe@slsmithassociates.com
100%

Frequently Asked Questions

What is JL Smith Associates's phone number?

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You can contact JL Smith Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is JL Smith Associates's official website and social media links?

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JL Smith Associates's official website is jlsmithassociates.com and has social profiles on LinkedIn.

How much revenue does JL Smith Associates generate?

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As of July 2026, JL Smith Associates's annual revenue is estimated to be $25M - $50M.

What is JL Smith Associates's SIC code and NAICS code?

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JL Smith Associates's SIC code is 6282 - Investment Advice and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does JL Smith Associates have currently?

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As of July 2026, JL Smith Associates has approximately 13 employees across 3 continents, including North America, Europe and Asia. Key team members include Senior Partner: B. J., Director: J. L. and Regional Manager: D. T. Explore JL Smith Associates's employee directory with LeadIQ.

What industry does JL Smith Associates belong to?

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JL Smith Associates operates in the Insurance industry.

What technology does JL Smith Associates use?

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JL Smith Associates's tech stack includes Calendly, jsDelivr, Parsley.js, Sentry, Wistia, X-XSS-Protection, X-Content-Type-Options and Ruby on Rails.

What is JL Smith Associates's email format?

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JL Smith Associates's email format typically follows the pattern of FirstLast@jlsmithassociates.com. Find more JL Smith Associates email formats with LeadIQ.

When was JL Smith Associates founded?

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JL Smith Associates was founded in 1990.
JL Smith Associates logo

JL Smith Associates

InsuranceOhio, United States11-50 Employees

JL Smith Associates is an insurance-focused firm established to assist seniors with planning surrounding insurance, income, and estate needs. Located in Canton, Ohio, the company emphasizes Medicare/Medicaid, Social Security, life and long-term care insurance, and annuities as core areas of expertise, offering guidance through a personal, client-oriented service approach. The organization serves mature clients seeking financial peace of mind as they navigate complex coverage options and long-term planning considerations, aiming to simplify decision-making and provide tailored solutions. Based in the Canton area, the firm positions itself as a local provider within the insurance sector, with a longstanding history dating back to 1990. The team’s training and focus reflect its goal of delivering thorough, courteous assistance to seniors facing insurance and planning decisions.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1990
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    JL Smith Associates's revenue is estimated to be in the range of $25M - $50M

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