Jerry Lee Smith: The Architect of Success in Estate Planning and Sales Training

In the world of estate planning and sales, there are individuals who stand out as true pioneers, shaping the industry and inspiring the next generation of professionals. One such luminary is Jerry Lee Smith, a distinguished estate planning agent and renowned sales trainer. With a career spanning decades, his innovative approach to scenario selling has left an indelible mark on the field. Join us as we delve into the life and achievements of this visionary, unveiling the journey of a man who redefined the world of estate planning and sales.

Smith was born on September 21, 1963, in Kokomo, Indiana. His early years were marked by the influence of hardworking parents, who imparted invaluable life lessons that would guide him throughout his career. Growing up, Smith developed a keen interest in the world of business, laying the foundation for his future success.

After completing his high school education, Smith took the significant step of enrolling at Indiana University with dreams of forging a career in marketing. However, his life would soon take an unexpected turn, leading him down a path of innovation and pioneering sales techniques.

During his university years, Smith ventured into a part-time job selling Long-Term Care Insurance. It was this experience that opened his eyes to the remarkable potential of the insurance and financial services industry. He realized that the knowledge and practical experience he could gain in this field had the power to transcend traditional marketing jobs.

Driven by this revelation, Smith made a life-altering decision to leave formal education behind and immerse himself in the world of real-world business experience. This marked the birth of a journey that would ultimately see him revolutionize estate planning and sales.

In 1983, at the age of 19, Smith took his first steps into the insurance and financial services industry. With each passing year, he honed his skills and deepened his knowledge, setting the stage for the monumental chapters of his career.

In 1986, at the age of 23, Smith embarked on a new venture by founding JL Smith Associates, marking his entrepreneurial debut within the industry. Under his guidance, the company flourished, becoming a trailblazer in sales and financial planning.

It was during this time that Smith’s astute understanding of the industry led him to develop a revolutionary philosophy known as the "scenario selling" approach. This unique strategy transformed the landscape of sales, and in 1988, at the age of 25, he began sharing his expertise, teaching these groundbreaking techniques to aspiring professionals.

As an entrepreneur, Smith's passion for innovation and education knew no bounds. In 2005, he founded JLS Marketing Concepts, broadening his sphere of influence within the industry. His relentless dedication to the growth and development of professionals led to the establishment of JLS Sales Academy in 2010, an institution that has since become synonymous with excellence in sales training.

Smith’s unyielding commitment to professional development culminated in his attainment of the esteemed designation of Certified Estate Planner, a testament to his exceptional expertise in the field.

In 2018, Smith penned the book "Checkmate, Beat the Myths and Win the Game." This literary masterpiece demystifies long-standing industry myths, providing readers with invaluable insights and empowering them to succeed in the world of estate planning and sales.

In 2023 Smith along with popular radio personality Rose Tennent created “The Boomer Effect Podcast.”

Smith's journey is a testament to the power of innovation, education, and entrepreneurial spirit. With a career that spans decades, he continues to shape the landscape of estate planning and sales, leaving an indelible mark on the industry. His influence extends beyond business, serving as an inspiration to aspiring professionals and a guiding light in the ever-evolving world of estate planning.