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
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
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)
Your Money or Your Life Insurance
(Wall Street Journal)
Some Seniors Raising Eyebrows as They Raise Cash by Selling Life Insurance (Pittsburgh Post-Gazette)
In a Crunch, Insurers Raise Fees, Trim Sales (Wall Street Journal)
Risks of Borrowing From Your Life Insurance Policy (BizTimes)
Average Family Spends $221,000 to Raise a Child
(InsWeb)
Unbiased Life Insurance Advice (BizTimes)
Saving Grace (Investment Advisor)
Life Policies with Long-Term Care Coverage
(Dow Jones)
Fee Only Insurace Advisor Anyone? (General Insurance)
Variable Universal Life-Buyer Beware! (The Insurance Forum)
AIG's Cash Crisis Stokes Fear (Investment News)
How Safe is Your Insurance Policy? ( San Francisco Chronicle)
10 Insurance Tips No One Else Will Tell You (Walletpop.com)
The Only Life Insurance Advisor You'll Ever Need (Money Over 55)
The Right Blend
(Financial Advisor)
Putting Savings into IRA Likely to Bring Payoff Later (Chicago Tribune)
Think it Through Before Cashing Life Insurance (Chicago Tribune)
Paying for Insurance Advice (Milwaukee Business Journal)
Fee-Only Life Insurance Advice Has Advantages (Small Business Times)

Articles
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