Schmitz Receives the W. Harold Petersen Lifetime Achievement Award

December 4th, 2015, Comments Off on Schmitz Receives the W. Harold Petersen Lifetime Achievement Award.

schmitzJack Schmitz is the recipient of the W. Harold Petersen Lifetime Achievement Award from the International DI Society. Schmitz, president and CFO of the Bay Area Disability Insurance Services, Inc., received the award for his dedication to educating people about the need for disability income insurance. He is the 11th recipient of the award.

Schmitz also has 13 years of experience as the Northern California partner of The Plus Group, a national disability insurance and LTC marketing organization with 25 offices nationwide.

Schmitz said he got started in the industry only because his father, John, begged him to work in his insurance office in 1981. John died two years later, leaving Jack with the challenge of running the business at age 28.

Things started to fall into place when he hired the woman who would become his wife, Diana, and now he has a highly successful, eight-person office.

Schmitz holds a BS degree, and the CLU, ChFC and CASL designations.

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 boards of the Dixie Youth Soccer Association, Senior Access and the Mission San Rafael Rotary Club and is on the field advisory board of Standard Insurance Company. He also has written numerous articles for several insurance trade magazines and websites.

The International DI Society is dedicated to growing the disability insurance industry through education, awareness, promotion of high ethical conduct of the membership and increasing the knowledge base of the agent, producer, company and carriers. It has approximately 300 members in the United States.

Ayo Mseka
Editor-in-Chief

NAIFA Member Receives WIFS’ Member of the Year Award

December 1st, 2015, Comments Off on NAIFA Member Receives WIFS’ Member of the Year Award.

The Women in Insurance & Financial Services has selected Cheryl Canzanella, LUTCF, as the recipient of its prestigious Member of the Year Award. The award recognizes the consistent and ongoing commitment and contribution to WIFS on a local or national level.

Canzanella is Brokerage Director at MassMutual. She has enjoyed long-term success in the industry and has been recognized within the industry and her community for her accomplishments. As the President Elect of Jacksonville’s National Association of Insurance and Financial Advisors (NAIFA) Canzanella serves at the local, state and national levels and was the recipient of the 2014 NAIFA-FL President’s Award.

She is the Founding Past President of the Northeast Florida chapter of Women in Insurance and Financial Services (WIFS) and was nominated for WIFS National’s Woman of the Year Award in 2014. In 2014, she was also honored for her personal and professional accomplishments as one of Jacksonville’s 40 Under 40, and was recognized as a finalist for Pioneer of the Year for Women in Business in 2015.

Ayo Mseka
Editor-in-Chief