Creating Client Value Through
Fee-Only Insurance Advice

News and Information

Learn more about the benefits of fee-only insurance advice and how other insurance issues may affect you. The following news stories and articles were written about, written by, or contain quotes from the founder of Witt Actuarial Services, Scott J. Witt. Scott is also a frequent speaker on insurance-related issues. To schedule a presentation, email him.

At Witt's End Newsletters
Complexity and Confusion - Don't Let Them Knock You Out.
When Does Fee Only Insurance Advice Make Sense?
Are you Unintentionally Boosting Insurance Company Profits?
Cash Value Policyholders: Are You Living in Lake Wobegon?
Bear Market Bailout for Your Life Insurance Agent?
Don't Trust, and Verify: Fiduciary Responsibility

Life Insurance Insolvencies (Part 1)
Life Insurance Insolvencies (Part 2)
Variable Life: Buyer Beware!
Blended Policies and Fee-Only Insurance Advisors

News Coverage
How to get term life insurance after your policy expires (CNN Money)
The Cost of Cashing Out Life Insurance (The Wall Street Journal)
Do You Need a Fee-Only Insurance Consultant? (Bankrate.com)
Life Insurance Dos & Don'ts (Work.LifeGoesStrong.com)
Questioning Life Insurance (AARP Bulletin)
IFA.TV
on the value of fee-only life insurance advice. Watch. 
5 Reasons Families put off buying term life insurance (InsWeb)
Insurers Pair Long-Term Care with Life Insurance to Entice Buyers (Financial Advisor)
A Surprising Alternative Investment Better than Gold (Huffington Post)
Regulators mull responses to R.I. decision on annuities
(Investment News)
No Life Insurance? Could be costly (Star Tribune)
Inflation Toll on Annuity Payouts (Wall Street Journal)
Inflation's Toll on Annuities (Financial Advisor Magazine)
Life Settlement Issues Regulations Make it Harder to Avoid the Market (asj-Agents Sales Journal)
A Bear Market Bailout for the Life Insurance Industry (The Insurance Forum)
Will Your Insurer Be Able to Pay Your Annuity? (Smart Money)
Encore: Market Hits 'Universal Life' Policies (Wall Street Journal)
More News Coverage...

Industry Coverage
Life Savers (Forbes)
Honestly, What's the Best Policy (The Wall Street Journal)

Articles
Cash Value Life Insurance: A Cautionary Tale from Lake Wobegon
At-a-Glance: Fee-Only Life Insurance Advice
The Need for Fee-Only Life Insurance Advice
Fee-Only Life Insurance Advisors Provide Large Client Savings
Long-Term Care: Do You Need It?

Podcasts
30 Minutes of Personal Finance (Podcast)

Issue Briefs
Do Singles Need Life Insurance?
Is Life Insurance Necessary for Children?
How Much Life Insurance Do I Need?
Do I Need Long-Term Care Insurance?
Trends in Universal Life Insurance

Presentations
Help Your Clients Get the Most Out of Their Life Insurance,
Milwaukee Bar Association, Estates and Trusts Section

Help Your Clients Get the Most Out of Their Life Insurance,
Milwaukee Mid-Winter Estate Planning Clinic

Help Your Clients Make Optimal Decisions Regarding Cash Value Life Insurance,
Financial Planning Association of SE Wisconsin

Actuarial Perspectives on LIfe Insurance, Annuities, and LTC Insurance,
Madison Estate Council

Actuarial Insights From an Independent Advisor,
In-House Insurance Agency Presentation

Increasing Client Value Through the Use of a Fee-Only Insurance Advisor,
In-House Law Firm Presentation

Contact us to learn more about how we can help with important insurance decisions.

 

scottwitt@wittactuarialservices.com
P 414.525.8212   F 414.433.1864