Jack Schmitz

Managing General Agent at Yetworth Insurance Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
San Rafael, California, United States, US

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Credentials

  • Chartered Advisor for Senior Living®
    The American College of Financial Services
    May, 2005
    - Nov, 2024
  • Chartered Financial Consultant®
    The American College of Financial Services
    May, 2001
    - Nov, 2024
  • Chartered Life Underwriter®
    The American College of Financial Services
    Oct, 1989
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing General Agent
      • Mar 1981 - Present

      Premier distributor of income protection products to Northern California insurance and financial advisorsInternational DI Society 2015 Recipient of the W.Harold Petersen Lifetime Achievement AwardPast President of The Plus Group/LLCPast President of Marin NAIFAPast President of North Bay SFSPChartered Life UnderwriterChartered Financial ConsultantChartered Advisor for Senior Living Premier distributor of income protection products to Northern California insurance and financial advisorsInternational DI Society 2015 Recipient of the W.Harold Petersen Lifetime Achievement AwardPast President of The Plus Group/LLCPast President of Marin NAIFAPast President of North Bay SFSPChartered Life UnderwriterChartered Financial ConsultantChartered Advisor for Senior Living

    • Managing General Agent
      • Mar 1981 - Mar 1981

Education

  • American College
    CLU, ChFC, CASL
    1988 - 2005
  • California State University, Chico
    BS, Ag Business
    1975 - 1980
  • SRHS
    -

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