Witt Actuarial Services, LLC

Money Directory

Published October 29, 2012

6010 Preston Lane

New Berlin, WI, 53151

Primary Contact: Scott Witt

(414) 525-8212

Website: www.wittactuarialservices.com

Year Founded: 2007

Primary market served: Individuals

Secondary market served: Families

Primary category of service: Insurance

Other services provided: Insurance

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: Fee-only advice on life insurance, annuities, and long-term care insurance. No conflict of interest, so we are true fiduciaries providing independent, objective advice.

Most typical fee structure: Hourly/Consulting Fee

Total assets under management: Law Firm- Not Applicable

Net worth of typical client/family/business: $1 to $4.9 million

Minimum investment required: Law Firm- Not Applicable

Typical age of your clients: 55 or Over

Primary industry: Finance/ Banking

Secondary industry: Law

For business customers, typical size in total number of employees: Under 50

For business customers, typical size in total annual sales: $5 to $19.9 million

Other services provided: N/A

Investment philosophy: N/A

Management of customer portfolios: N/A