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Peter Katt

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.

Professional Designations:
Licensed Insurance Counselor 1985 (Michigan)
Certified Financial Planner 1988


  • Commentaries for since 2005.
  • Life insurance columnist for the Journal of Financial Planning since 1992.
  • Life insurance columnist for the AAII Journal (published by the American Association of Individual Investors) since 1990.
  • Contributed insurance 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

Professional Visibility:
  • Frequently quoted as a life insurance expert in national publications including Wall Street Journal, Forbes, Newsweek, Worth Magazine, BusinessWeek, and Kiplinger's
  • 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 or Dateline)
  • Has been interviewed on numerous radio talk show programs
  • Speaker to professional and consumer groups

In the news






Katt & Company • 890 Treasure Island Drive • Mattawan, MI 49071
Phone: 269.372.3497 • Fax: 269.372.4681