1956
Buddy Schwartz starts insurance
career
   
1959
Schwartz & Speckter partnership
forms
   
1960
Start at $15,000 total premium
volume
   
1971
Sold 1st $1 million Illinois Mutual life policy
   
1983
Schwartz & Associates, Inc.
established
   
1984
Attain $2 million total premium
volume
   
1990
Scott Schwartz joins in Commercial Lines
   
1991
Agency staff reaches 10 associates
   
1993
Matt Schwartz joins in Employee Benefits
   
1997
Agency staff reaches 15 associates
   
1997
Attain $10 million total premium
volume
   
1998
Agency relocates to Breckenridge
Lane
   
2000
Attain $20 million total premium
volume
   
2003
Agency staff reaches 25 associates
   
2004
Sell 1st Health Savings Account
in Kentucky
   
2005
Attain $45 million total premium
volume
   
2006
Named 10th largest independent agency
   
2006
Agency mourns loss of Buddy
Schwartz
   
2007
Agency celebrates 50 Years of
Service
   
2008
Invited as the only local member of United Benefit Advisors
   
Today
Today