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10 Biggest Mistakes Clients Make with Life Insurance and Annuities – What Every Financial Advisor Needs to Know
Guest Expert: Scott Witt, Actuary, Witt Actuarial services
Date:
Attendee's Excellent Rating: 91%
Webinar Replay Description

The 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.

Attendees Comments:

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.

missy@financia…

Fri, 04/25/2025 - 10:25

Comments
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.
10 Biggest Mistakes Clients Make with Life Insurance and Annuities – What Every Financial Advisor Needs to Know 04-25-2025