President
CurrentLeading an incredible team of insurance specialists to uncover, analyze, and implement family businesses’ unique insurance planning needs with a special expertise in life, disability, and long-term care insurance solutions.
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@di-ltc.com
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Maxwell Schmitz, Msfs, Cltc is listed as The "Family Benefits" Guy | Collaborative insurance partner to help you think beyond your basic employee benefits | Co-Author of Questions and Answers on Disability Insurance Workbook at Yetworth Insurance Solutions, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at di-ltc.com and a matched LinkedIn profile for Maxwell Schmitz, Msfs, Cltc.
Maxwell Schmitz, Msfs, Cltc previously worked as President at Yetworth Insurance Solutions and Brokerage Director at Yetworth Insurance Solutions. Maxwell Schmitz, Msfs, Cltc holds Ba, Psychology And Political Science from University Of California, Davis.
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My mom’s lung transplant in 2020 (amid a respiratory pandemic 😵💫) opened my eyes to the unique question faced by most family businesses:⏸️Who continues to pay your loved ones if they can no longer work due to an extended medical leave?⏸️There are three choices:A. You—Keep paying your family *indefinitely* in some clandestine (and illegal) manner.B. Nobody—Fire them and cut them off financially in their greatest moment of need. C. A Salary Continuation Plan—Typically funded with some form of individual or group disability insurance.Fortunately we had a plan for my mom and her disability insurance protected us from this impossible decision. Her life insurance policy even paid an accelerated death benefit. Thanks to the medical team at UCSF she had a miraculous recovery and my mom and dad stayed on target for their retirement goals. And for my agency, that disability coverage meant our revenue could stay in the business, allowing us to invest in new ways to try and replace her productivity. That investment has resulted in turnkey application systems that reduce meeting times and allow our advisors’ clients apply online at their convenience in 10 minutes or less. Her plan made all the difference. *****If you made it this far you are one of the good ones! To thank you here are links to our best homemade resources—Here’s my free book on evaluating the 20 most common disability income resources: https://www.yetworth.com/ebookHere’s a simple system for calculating your potential earnings over the course of your career—something we like to call your “Yetworth:”https://whatsmy.yetworth.comHere’s my calendar link to book a D.I.scussion with yours truly:https://www.yetworth.com/bookI am hopeful that we can collaborate in a meaningful way that empowers you to live out your financial dreams!
Listed skills include Disability Insurance, Long Term Care Insurance, Insurance, Long Term Care, and 7 others.
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San Rafael, Ca, Us
Leading an incredible team of insurance specialists to uncover, analyze, and implement family businesses’ unique insurance planning needs with a special expertise in life, disability, and long-term care insurance solutions.
San Rafael, Ca, Us
Helped insurance brokers and financial advisors protect their clients' future net worth using a wide array of disability income and long-term care insurance solutions.
I oversee the development of an automated insurtech platform that provides:• broker links• landing pages• instant DI quotes• product information• custom presentations• dropticket applications• e-signature integration, &• new business managementOur mission is to provide easier, faster, and more available access to disability income solutions by empowering insurance brokers with an automated process that meets their clients’ expectations in the e-commerce era.
Boston, Ma, Us
Built and developed a team of street canvassers to raise funds to combat environmental destruction and improve LGBTQ+ issues on a state and federal level.
Shift leader of Out Front Employees, responsible for cleanliness, food safety, customer service, and daily batch accounting in the pizza kitchen, burrito grill, pho and salad bar, sandwich and bagel deli, and coffee/bakery.
Sacramento, Ca, Us
Worked directly with the founders and foremost experts in the Early Start Denver Model (ESDM), developing the qualitative coding and assessment methods to track and improve play-based behavioral intervention for babies and toddlers with Autism Spectrum Disorder (ASD).
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Maxwell Schmitz, Msfs, Cltc works for Yetworth Insurance Solutions.
Maxwell Schmitz, Msfs, Cltc is listed as The "Family Benefits" Guy | Collaborative insurance partner to help you think beyond your basic employee benefits | Co-Author of Questions and Answers on Disability Insurance Workbook at Yetworth Insurance Solutions.
AeroLeads has found 2 work email signals at @di-ltc.com for Maxwell Schmitz, Msfs, Cltc at Yetworth Insurance Solutions.
Maxwell Schmitz, Msfs, Cltc is based in Greater Chicago Area, United States while working with Yetworth Insurance Solutions.
Maxwell Schmitz, Msfs, Cltc has worked for Yetworth Insurance Solutions, Dingo Technologies, Inc., Fund For The Public Interest, Uc Davis Facilities Management, and Uc Davis Mind Institute.
You can use AeroLeads to view verified contact signals for Maxwell Schmitz, Msfs, Cltc at Yetworth Insurance Solutions, including work email, phone, and LinkedIn data when available.
Maxwell Schmitz, Msfs, Cltc holds Ba, Psychology And Political Science from University Of California, Davis.
Maxwell Schmitz, Msfs, Cltc is listed with skills including Disability Insurance, Long Term Care Insurance, Insurance, Long Term Care, Employee Benefits, Public Speaking, Income Protection, and Social Media.
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