About Our Company
We're your partners in building lasting legacies.
The Advisors to the Advisor
Are you looking for an IMO who listens, calls before you do, takes the paperwork off your desk, and lets you focus on relationship building?
Our Clients
We at Strategic Marketing Financial Services (SMFS) work with financial professionals, independent life insurance producers, CPAs, and tax attorneys, namely the team of “trusted advisors.” We provide you with specialty advice and solutions to help fund your client’s needs and reduce the amount of unnecessary taxes they pay.
Our Leadership Team
Marc Olswang
President
Marc Olswang founded Strategic Marketing Financial Services in 2011, after working in the finance and insurance marketing industry for nearly 15 years. His primary focus is on building strategic relationships with advisors and insurance professionals who are looking to grow their business through innovative, cutting-edge financial and tax strategies, as well as unique marketing concepts.
Marc builds strong relationship foundations with agents and advisors through his strategic investment platforms that promote wealth accumulation and tax-advantaged vehicles.
Through his firm, Strategic Marketing Financial Services, Marc offers a full range of leveraged planning options and various financial and insurance services for the high-net-worth client.
Violet Viall
Director of Sales & Marketing
Violet Viall joined our team as the Director of Sales & Marketing in January of 2024. She is a recent transplant from Los Angeles who brings with her a strong skill set, along with a warm and friendly demeanor. With decades of accounting, finance, marketing, business development, public relations, and sales under her belt, she has proven to be quite the asset when it comes to helping our clients. Her primary focus outside of forging new relationships is to assist with all aspects of underwriting, working with carriers as a liaison to you and your clients throughout the entire process.
Violet has already proven to be quite beneficial to our organization, and we look forward to having her on our team for many years to come.