your client-facing general agency
We are an independent insurance brokerage that works with financial and insurance professionals to protect their clients' livelihoods through customized insurance solutions.
We can work directly with your client if you want to be hands-off, or we can be your wholesale managing general agency if you're a licensed life & health insurance agent.
Maxwell Schmitz, MSFS, CLTC, Senior Advisor*New Business Inquiries *Case Design, Prequalification, Quotes *Content Creation Email: email@example.com Yetworth's CEO, Max, wrote Planting the Seed: 20 Ways to Preserve Your Yetworth, co-authored The Questions and Answers on Disability Insurance Workbook, is a frequent speaker at industry events, and was the 2022 recipient of the William "Bill" Barrett Distinguished Service Achievement Award. Max earned his Master’s degree in Financial Services through the American College and in his spare time enjoys the great midwestern outdoors with his family, usually while musing about future industry trends.
Patrick Lim, New Business Director*Case Management *Advisor Relations *Agent Contracting & Licensing Email: firstname.lastname@example.org Since 2012, Patrick has been supporting our advisor force in various ways. He is now our primary case manager for all product lines and leads the charge in getting agents properly contracted, as well as ensuring up-to-date producer licensing. Patrick received a BA in International Studies from UC San Diego, and he enjoys running and experiencing the latest culinary trends at home with his wife and daughters.
Laura Lalonde, In-Force Business Director*In-Force Correspondence *Office Administration Email: email@example.com Laura is the first voice you’ll hear when calling Yetworth. She helps incoming callers find the right resources for case inquiries, sends carrier correspondence to our agents, and is our primary in-force business contact. Laura is a long-time contributor to the Giant Steps Therapeutic Equestrian Center in Petaluma, holds a BFA from University of SF Academy of Arts, and is a ray of light to those around her.
Emma Schmitz, Managing Director*Commissions & Accounting *Agency Licensing, Registrations, etc. (Biz Admin) *Management, Systems, & IT Email: firstname.lastname@example.org Emma manages the behind-the-scenes at Yetworth, ensures money goes where it's supposed to, and distributes content to our audience. She also performs the technical and administrative tasks that keep Yetworth running such as systematizing, agency licensing, insurance, and registrations. Working from home in Truckee, CA, she lives with her dogs and homestead partner. Emma earned a degree in Creative Writing from UC Santa Cruz and is currently earning her ChFC designation.
Jack Schmitz, CLU, ChFC, CASL, Consultant*Brokerage Consultant *Contract, Rate Increase, Compensation, & Viability Inquiries Email: email@example.com Jack served as Yetworth’s (formerly known as Bay Area Disability, then DI & LTC) president for over thirty years with his wife, Diana, our previous vice president. Jack received his CLU, ChFC, and CASL from the American College, was the 2015 recipient of the International DI Society W. Harold Petersen Lifetime Achievement Award, has led several local financial associations, and is a past president of The Plus Group. He likes to hike, paddle board, and spend time with friends and family over good wine and food.