Welcome to the Schwartz Agency

The Schwartz Agency is a premier insurance agency for independent insurance agents and agency builders. Designed from the ground up by industry veterans, The Schwartz Agency provides a proven system that works for anyone. With the driving force of progressive technology, an exclusive lead program, a competitive product portfolio, and state-of-the-art training, we have created a company for agents and agency builders to develop a business of their own.

 

  • Experience: Over 10 years of life insurance experience. Our agency issued 1,374 policies from 64 agents in 2023. 
     
  • Products and Carriers: We offer a specialized type of life insurance called Living Benefits life insurance that offers access to the death benefit without having to die. If you have a heart attack, stroke, or cancer, you can access your benefits when you need the money most. We also offer our clients all types of life insurance, annuities, and IUL products. We distribute these products for over 20 of the top rated insurance companies including Mutual of Omaha, Transamerica, and CVS.
     
  • Who Trains You: You will be trained by the agency owner, Jon Schwartz. I have over 10 years of experience in the life insurance industry. I work with all my agents one-on-one for your initial training and provide live support when you are with your clients. We also provide group trainings every week as well as in -person bootcamps.
     
  • Who We Sell To: We sell life insurance, annuities, and IULs to middle income Americans.
     
  • Compensation: This is a 1099 commission only position.
     
  • Agency Development: We have a training program for agency builders to help you build a secondary income stream.

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