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
In the next decade, a fifth of today's financial advisors are expected to retire. Despite this demographic backdrop, only a fraction of these advisors have...
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.
Whether clients are fixated on the past, paralyzed by uncertainty, or terrified of potential losses, they may risk falling short of their financial goals. Learn...
Dec 01, 2014
There’s more to an investment portfolio than just stocks and bonds. More specifically, there’s more staying power to a portfolio that makes room for the...
Nov 20, 2014
What is the manager of managers approach all about and why is it beneficial to retirement advisors? Attend this live virtual conference and learn the...
Nov 12, 2014
Some life events come suddenly and unexpectedly – including the loss of a job, a marriage, a loved one. And when these happen, money is...