ABOUT JLS MARKETING CONCEPTS

Experience That Creates Opportunity. Knowledge That Drives Results.

For more than 20 years, JLS Marketing Concepts has helped insurance agents and financial professionals discover new opportunities, solve complex client challenges, and build more successful practices through innovative product strategies and proven sales techniques.

JLS Marketing Concepts is a niche product and training company built around a simple philosophy: the right solution begins with understanding the client's problem. Rather than focusing on products first, JLS helps agents identify specific client pain points and uncover unique product solutions designed to address those needs. The result is a more strategic approach to selling—one that creates value for the client while creating opportunity for the advisor.

The foundation of this experience goes back even further.

The founding company, JL Smith Associates, has been working with seniors in retirement planning for more than 65 years. Over decades of serving retirees and their families, JL Smith Associates developed practical approaches to identifying financial concerns, uncovering opportunities, and communicating solutions in ways clients could understand and appreciate.

In 2005, JLS Marketing Concepts was created as part of the expansion of the JLS brand. Its mission was to take the sales techniques, strategies, and practical experience perfected through JL Smith Associates and make them available to insurance agents looking to elevate their own practices.

As demand for this knowledge continued to grow, the training division of JLS was formally established in 2015 under the name JLS Sales Academy. The Academy became a dedicated platform for teaching agents how to implement the strategies—not simply understand them. The emphasis has always been on practical application, helping professionals take concepts from the classroom and incorporate them into real client conversations.

Today, JLS Marketing Concepts represents the combination of decades of field experience, specialized product knowledge, and proven sales strategy.

We believe successful agents do not need more products—they need better ways to recognize opportunities, identify client needs, and connect those needs with solutions.

That is the JLS difference.

Our goal is to help agents think differently, present differently, and ultimately become more valuable to the clients they serve.

Experience matters. Knowledge matters. But knowing how to turn both into opportunity is what creates lasting success.

JOHN COLLINS

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“Bill helped me create an attainable financial plan that is already changing my life.” 

ANNA SUN

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“After listening to just one episode of Bill’s podcast, everything started falling into place.”

JILL MCCONNELL

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“Bill is the secret sauce to my recent financial gains. I can’t thank him enough.”