JONATHAN SCHWARTZ, CLTC^®

LONG-TERM CARE PLANNING CONSULTANT

When it comes to long-term care planning, Jonathan’s done it all. From profit center manager and independent producer, to wholesaler, he’s gained expertise in client management, sales and marketing plans, broker relationships, and training and development.

Given his unique professional history, Jonathan can share valuable insight, product knowledge, and sales strategies with agents. Specifically, he can help identify cross-selling opportunities for agents, educate clients through workshops and one-on-one meetings, and explain the issues at play in the long-term care landscape.

Jonathan can serve as a trusted professional on industry trends, best practices, and product offerings to help Agents start the long-term care planning conversation with clients and prospects.

With more than 20 years of insurance and financial services industry experience, Jonathan has gained knowledge from working for several financial and insurance companies.