Jack B. Schmitz, CLU, ChFC, CASL, is the president and CFO of Bay Area Disability Insurance Services, Inc., dba: DI & LTC Insurance Services. Since 1983, DI & LTC Insurance Services has distributed income protection products to the Northern California financial services industry. They provide training, marketing, sales and underwriting support to insurance and financial advisors throughout the bay area.
Schmitz is a graduate of CSUC with a B.S. in Ag Business. He received his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and the Certified Advisor for Senior Living (CASL) designations from the American College in Bryn Mawr, Pennsylvania.
In 2002 Schmitz became the Northern California partner of The Plus Group, a national DI and LTC marketing organization with 25 offices nationwide. He is a past president of The Plus Group, NAIFA Marin, and the North Bay Society of Financial Service Professionals. He has served on the board of the Dixie Youth Soccer Association, the board of Senior Access, the board of Mission San Rafael Rotary Club, and the Field Advisory Board of Standard Insurance Company.
He has numerous articles published in several insurance trade magazines and websites.
In October, 2015, Schmitz became the 11th recipient of the W. Harold Petersen Lifetime Achievement Award presented by the International DI Society (IDIS).
Schmitz can be reached at DI & LTC Insurance Services, 4302 Redwood Highway, #400, San Rafael CA 94903. Telephone: 800-924-2294. Email: jack@di-ltc.com.
