Chris Schwartz

Chris Schwartz

Career Representative
Insurance and Retirement Advisor TAN

My passion has always been collaborating with people to help them achieve their goals and dreams. 

My roles as an insurance and retirement advisor are in lockstep with my passion of helping people achieve their goals and dreams. Experienced advising is essential to ensure individuals and families are prepared for both expected and unexpected financial challenges, while also securing their financial future. I am able to provide them with the tools and knowledge to make informed decisions, which ultimately enhance their overall financial well-being and peace of mind.

Beyond my professional life I am a proud “girl dad,” cherishing every moment with my daughter, Julianna. Balancing the demands of work and parenting has taught me invaluable lessons in patience, empathy, and time management. In my pursuit of helping Julianna realize her goals, I started and now lead a local Brownies troop, sit on the board of her swim team, and love helping her explore new interests. I had the great experience of performing musical improv and sketch comedy with Second City when I lived in Chicago post college and I still enjoy writing songs and scenes by myself and with Julianna. I also cherish my time with family and friends, listening to live music, riding bikes and just chilling out sometimes.

My greatest accomplishment is still having interactive healthy relationships with people I’ve known from childhood and throughout life.

Needs Analysis

The amount needed to create an immediate expense fund and pay off any outstanding debt (auto loan, credit card, student loan, final expense costs, etc.)
The amount needed to pay off any outstanding balance on your mortgage or replace your rent for several years
The amount needed for you children’s college education
The amount needed to replace your income
Income for how many years?
This worksheet is a tool to assist you in estimating your basic life insurance needs. It is not intended to provide a thorough and comprehensive analysis of your life insurance needs or to recommend a specific amount of type of coverage. The actual amount of life insurance you need will depend on several factors that you need to consider carefully. Your insurance professional can assist you with analysis of your personal circumstances.

Personal Data
Address
Client's Date of Birth(Required)
Children's Date of Birth
Children's Date of Birth
Children's Date of Birth

What programs do you currently have in place?
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Life Insurance
Client
Individual: Type
Employer: Type
Individual: Type
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Spouse
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Type: Individual
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Type: Employer
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Individual: Type
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Health Insurance
Disability Income
Long Term Care
Medicare Supp.

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