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:
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. He covered key topics such as policy performance drivers, missteps in annuity selection, and strategies for finding cost-effective insurance solutions.
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.
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
Attendees Comments:
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.