Sitzmann Morris & Lavis Acquires James J. Barnes Insurance

September 3, 2004

Sitzmann Morris & Lavis, an independent insurance advisory firm based in Northern California, has completed the purchase of James J. Barnes Insurance Services of Santa Rosa, Calif. Jim Barnes has remained partnered with SML and will continue to be actively involved with all his clients.

“Jim Barnes is one of the truly successful insurance executives in the business,” said Gary Sitzmann, chairman and CEO of SML. “He has been a leader in our industry and tremendous advocate for his clients since 1977. We are thrilled to have him and his clients join our team. We feel the partnership will carry on a long tradition of outstanding client relations and service.”

James J. Barnes Insurance Services will operate under the Sitzmann Morris & Lavis name. The acquisition gives JBIS clients access to SML proprietary insurance products and sophisticated administrative services including the SML Benefit Center. This Web-based information resource site provides a secure, central location where human resource personnel and employees can access comprehensive benefit and proprietary wellness information online. The lasting result is less corporate overhead, reduced healthcare costs and more productive employees.

Founded in 1965, Sitzmann Morris & Lavis, Inc. is an independent insurance advisory firm headquartered in Oakland, Calif. The firm specializes in the employee benefits, life insurance, estate planning and business continuity fields. SML currently works with more than 700 group insurance clients and over 3,000 individual life insurance clients. For more information, contact Kimberly Bell at or (800) 733-3131.

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