“Work hard & insure your income” Jack Schmitz
“Challenge yourself to think about others who’ve had major health issues. You can live through a lot and there’s no need to suffer financially on your road to recovery.” Maxwell Schmitz
In this episode of Get Ready!, I spoke with Jack Schmitz, President of DI & LTC Insurance Services and Maxwell Schmitz, Insurance Resource for Certified Financial Planners about what’s going on with Disability Insurance and Long Term Care Insurance industry and the future of the future for these products. We also discussed how disability insurance and long term care insurance fit into a sound overall financial plan. Max is also pioneering innovative uses of technology to simplify the application process and how that is working.
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Jack Schmitz, CLU, ChFC, CASL has been a brokerage general agent with DI+LTC (formerly known at Bay Area Disability) for over 30 years. He has served as President of several associations, to include the Marin chapter of the National Association of Insurance and Financial Advisors, the North Bay Society of Financial Service Professionals. and The Plus Group – America’s Premiere DI+LTC Marketing organization. He also carries the highest industry distinction from the International DI Society, as the 2015 recipient of the W. Harold Petersen Lifetime Achievement Award.
Maxwell Schmitz, MSFS joined the family business as a third-generation DI specialist in the bottom of the recession in 2009. Since then he has developed a specialty in working with CFPs and RIAs to consult and implement proper disability planning for their clients.
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About The GET READY! with Tony Steuer Podcast: On the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. We’ll also talk about best practices from both the consumer and industry perspectives.
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