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.

News
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?

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, April 2008

Help Your Clients Get the Most Out of Their Life Insurance,
Milwaukee Mid-Winter Estate Planning Clinic, January 2008

Help Your Clients Make Optimal Decisions Regarding Cash Value Life Insurance,
Financial Planning Association of SE Wisconsin, November 2007

Actuarial Perspectives on LIfe Insurance, Annuities, and LTC Insurance,
Madison Estate Council, October 2007

Actuarial Insights From an Independent Advisor,
In-House Insurance Agency Presentation, October 2007

Increasing Client Value Through the Use of a Fee-Only Insurance Advisor,
In-House Law Firm Presentation, June 2007