John L. Olsen, CLU®, ChFC®

Annuities can be confusing. There are many different kinds, designed to do very different jobs. It's my goal to help consumers and advisors understand these contracts - how they work, when they work well, and when they don't. Olsen Annuity Education sells no products, only accurate, unbiased information. I work on a fee-only basis, accepting no compensation other than your fee.

OFFERING

"The Advisor's Guide to Annuities"
(with Michael Kitces)
 5th Edition (2017)

The CLASSIC TEXTBOOK used in college courses

"Taxation and Suitability of Annuities for the Professional Advisor 3rd ed.

REVISED AND EXPANDED, with new material on the SECURE Act, SEC's Reg "BI", and the new NAIC Model Reg on annuity suitability

MY BOOKS

NEW!

Please help those who sacrificed
   to preserve our freedom.
   Wounded Warrior Project

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My BIO

"Index Annuities: A Suitable Approach" (with Jack Marrion)

out of print, but used copies are available on Amazon