Creating Client Value Through
We Look Out For You and You Alone
When it comes to purchasing a financial product as important as insurance, you want an advocate that is looking out for your best interests. You don't want to be left at the mercy of insurance agents and the companies they represent. You deserve independent, unbiased advice based on what's best for you, not an agent's wallet. You deserve peace of mind.
That's what you find when working with Witt Actuarial Services. Other than providing you with the most knowledgeable and expert advice possible, we have absolutely no vested interest in the insurance decisions you may make. We receive no other form of compensation other than hourly fees. We do not receive compensation from insurance products that you may decide to purchase, nor do we receive any financial incentives from suggesting a particular agent or company. Our fee-only approach assures we look out for you and you alone.
For estate planning attorneys, financial planners, accountants and insurance trust trustees across the country, we look out for your clients' best interests while adding value to your client relationships and helping you meet your ethical and fiduciary obligations. We cut through the insurance jargon and sales pressure so your clients can make an informed decision. For business owners (including bank-owned and corporate-owned life insurance), we help you optimize life insurance that may be used for executive compensation, retirement plans or other business purposes.
Our clients comment on the value of working with a fee-only life insurance advisor.