Joel Schwartz, CLU®, ChFC®, CLTC
Joel concentrates his work in three vital areas: estate planning, business continuation strategies, and employee benefits. He prides himself on being an accomplished communicator who is able to reduce complex problems into simple and understandable solutions. His clients, primarily professionals, business owners and executives, also benefit from Joel's expertise in personal risk management and retirement strategies. Joel’s success in helping people in these areas has resulted in his membership in the Million Dollar Roundtable's Top of the Table. The Million Dollar Roundtable is an organization comprising the world's life insurance and financial service professionals.
Joel has lectured on the uses of insurance in estate planning before the Chicago Bar Association. He has also been a featured speaker at various agency and industry meetings and conducts seminars for business and professional groups on an ongoing basis. Joel began his professional career with General Electric and subsequently held financial and marketing positions both with General Electric and General Electric Capital. Joel is currently President of The Chicago Chapter of the American Society for Technion and serves on the Board of Directors for both the Jewish National Fund and the American Friends of the Israel War Disabled Foundation. He is also Secretary of the Lake County Estate Planning Council. Joel is married with two children and lives in Northbrook, Illinois.
Education: B.A. Franklin and Marshall College; M.A., Strategic Planning, Technion - Israel Institute of Technology; M.B.A., Finance, University of Massachusetts
Credentials: Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter (CLU®) and Corporation for Long-Term Care (CLTC®). MDRT
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.
CA license # 0B67035