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I have been licensed since 2012 and have protected over 1,000 families since then.
My primary license is with the state of Pennsylvania, license #640811 and I am licensed several additional states.

Protecting Families Made Simple
Hello, I'm Jon Schwartz.
I live near Philadelphia with my wife and two children.
My mission is to help protect families with simplicity, care and trust.
I'm licensed in over 20 states and contracted with over 20 of the top A rated insurance carriers in the country. This allows me to find the best solutions to fit your family's needs and budget.
20+ CARRIER PARTNERSHIPS AND OVER 200 PRODUCTS
Services
SERVICES
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Retirement PlanningRetirement planning starts with understanding your goals and then developing a plan to help you achieve your goals. We believe lower taxes and managing risk are the keys to a secure retirement.
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Mortgage ProtectionMortgage protection is a simplified, quick issue insurance that is used to protect our client's greatest asset. Mortgage protection plans are designed to provide a death benefit to pay off all, or a portion of, a client's mortgage. Optional riders are available in most states, such as disability income and return of premium, which refunds all, or part of, the premium paid if the policy is unused. This product, offered by many of our carriers, can be customized to fit each client's needs and budget.
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Living BenefitsLife Insurance with Living Benefits can provide a lump-sum benefit upon a covered Critical Illness, Chronic Illness, or Terminal Illness. The cash benefits are paid directly to the insured and can help avoid the financial burden that can be created by an illnesses. Our clients have found this benefit payout useful for getting the treatment they want, spending time with their family and friends, keeping their home, and filling in the financial gaps left by most medical insurances. Individuals must qualify for critical illness coverage which is dependent on a number of factors including current health and medical history, age, and occupation.
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Final ExpenseThe loss of a loved one in death is an emotionally difficult experience. Final expense plans are designed to remove, or offset, the financial stress that is associated with death. Our clients are able to use final expense plans to help their clients prepare for their difficult time. These plans are available in varying coverage amounts to fit a variety of budgets. Due to the diversity of our carriers, Equis agents are able to find coverage for their clients no matter what their current health status may be.
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College FundingOne of the biggest concerns related to new generations of people is the rapidly rising cost of a college education. More young people are seeking a higher education today than any other previous generation. Unfortunately, with the rising costs associated with that education, they're being forced to pay with borrowed money. At Equis Financial, we view it as incredibly critical that our clients, their families, and the future generations of the world are educated on the many college funding options available today. Our financial literacy experts are here to assist clients on these options to ensure their financial futures are bright and unencumbered by student loan debt.

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