10 Biggest Mistakes Clients Make with Life Insurance and Annuities – What Every Financial Advisor Needs to Know
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Guest Expert: Scott Witt, Actuary, Witt Actuarial servicesThe webinar featured fee-only insurance advisor Scott Witt, who guided financial advisors through common life insurance and annuity mistakes to help them better serve their clients. He covered key ...
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A few comments from listeners when they were asked what the learned from the webinar:
Awesome insights on complex area of life insurance and annuities. Very informative to understand the frequency that policies can lapse
- James M.
I don't do much insurance, but this was easily the most informative and useful information I've been presented in some time. Thanks!
- Douglas V.
Long term care area-Scott's quantifying when you should self-insure, his opinion about LTCi and the alternatives
- Nancy T.
This is a really a good resource as insurance products are a black box for consumers....and most advisors.
- Jeffrey D.
Awesome insights on complex area of life insurance and annuities. Very informative to understand the frequency that policies can lapse
- James M.
I don't do much insurance, but this was easily the most informative and useful information I've been presented in some time. Thanks!
- Douglas V.
Long term care area-Scott's quantifying when you should self-insure, his opinion about LTCi and the alternatives
- Nancy T.
This is a really a good resource as insurance products are a black box for consumers....and most advisors.
- Jeffrey D.
Very informative...Scott gave lots of insight regarding life insurance products. Really appreciate the webinar. Thanks for Tom for arranging the webinar as well.
--Wen M.
--Wen M.
Awesome insights on complex area of life insurance and annuities. Very informative to understand the frequency that policies can lapse
- James M.
I don't do much insurance, but this was easily the most informative and useful information I've been presented in some time. Thanks!
- Douglas V.
Long term care area-Scott's quantifying when you should self-insure, his opinion about LTCi and the alternatives
- Nancy T.
This is a really a good resource as insurance products are a black box for consumers....and most advisors.
- Jeffrey D.