The firm's principal, Peter Katt, is a nationally
recognized life insurance expert. He has been a life insurance advisor
since 1979 and is a pioneer in fee-only life insurance advising.
Licensed Insurance Counselor 1985 (Michigan)
Certified Financial Planner 1988
forbes.com since 2005.
columnist for the Journal of Financial Planning since
Life insurance columnist
for the AAII Journal (published by the American Association
of Individual Investors) since 1990.
chapter for Expert Financial Planning: Investment Strategies
From Industry Leaders, edited by Robert C. Arffa, M.D. and
published by John Wiley & Sons, Inc, 2001
Frequently quoted as a life insurance expert
in national publications including Wall Street Journal,
Forbes, Newsweek, Worth Magazine, BusinessWeek,
- Featured in a Wall Street Journal
article in 2003, and a Forbes article in 2002.
Guest presenter for the Financial Planning
Perspectives: Timely Topics Taking the Lead in 2000 audiocassette
tape series produced by the College for Financial Planning for
their monthly continuing education series, October 1999
Advised Terry Savage on the insurance portion
of her book, The Savage Truth on Money, published by
John Wiley & Sons, Inc., 1999
Appeared regularly on CNBC's $mart Money
show with Ken and Daria Dolan and participated in an Oprah
Winfrey show as a life insurance expert
One of three judges for Money Magazine's
life insurance agents test (January 1992)
Featured in a Consumer's Research article,
by Con Hitchcock, October 1992
Featured in a Newsweek article, by Jane
Bryant Quinn, July 1992
Interviewed, as an expert on life insurance
market conduct, by Japanese Television's The Scoop (an
investigative reporting program similar to 60 Minutes
Has been interviewed on numerous radio talk
Speaker to professional and consumer groups
In the news.