John L. Olsen, CLU, ChFC, AEP
Olsen Financial Group
John L. Olsen, CLU, ChFC, AEP is a financial advisor and estate planner practicing in St. Louis County, Mo. John joined the financial services industry in 1973. He has worked for several insurance companies as an insurance agent, sales manager, Agency Director of Training, and Regional Marketing and Sales Consultant. In 1987, he left management to form his own firm, Olsen Financial Group, of which he remains President. He enjoys reading and playing guitar, arguing almost anything, is an adequate pistol shot, and a terrible golfer.
Whose Death Triggers Which Death Benefit in That Annuity?
By John L. Olsen, CLU, ChFC, AEP | August 24, 2012
This complimentary case study demonstrates how a 60-year-old male client could potentially benefit from the type of retirement strategy that involves a variable annuity product.
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