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, and has worked for several insurance companies as an insurance agent, sales manager, Agency Director of Training, and Regional Marketing and Sales Consultant. John is author of “Taxation and Suitability of Annuities for the Professional Advisor” (an e-book available on Amazon) and co-author of “Index Annuities: A Suitable Approach” (2010) and “The Advisor’s Guide to Annuities” (2014). He is the 2015-16 President of the St. Louis Estate Planning Council, a Past President of the St. Louis chapter of the National Association of Insurance and Financial Advisors, a current Board member of the St. Louis chapter of the Society of Financial Service Professionals, and a member of the Editorial Advisory Board of Tax Facts. A sought-after speaker to meetings of financial services professionals, John also offers consulting services on advanced annuity and life insurance cases to fellow professionals and Expert Witness services in litigation involving annuity and life insurance complaints.
- 10 Ways Annuities Can Benefit Estate Plans
Whose Death Triggers Which Death Benefit in That Annuity?
By John L. Olsen, CLU, ChFC, AEP | August 24, 2012
Learn how advisors like yourself have approached this important life decision. Get specific steps and tangible action plan items now.
These articles from IMCA's Investments & Wealth Monitor focus on tax-aware investing including a look at the trinity of asset location - taxes, returns, and...
This variable annuity has an M&E of just 0.45% - that's 65% less than the industry average.
Dec 02, 2015
Due to the recent legislation changes to the rules and filing options for Social Security, determining a filing strategy for your clients is now even...
Nov 17, 2015
Join MetLife in an informative seminar that will help you grow your business and provide a differentiating client experience.
Nov 10, 2015
Consumer behavior has shifted challenging advisors to change how they run their business by adopting new technology that allow them to focus on increasing client...