Olsen Annuity Education

OlsenOlsen Annuity Education

Olsen annuity education

314-909-8818 john@olsenannuityeducation.com

"How do you know if an annuity is suitable for you?"

ARTICLES I'VE WRITTEN - Feel free to Download

"Why do we keep selling insurance products as investments?"

"Annuities and Suitability: Reflections on the State of the Debate" (Journal of FSP - 2006

"Suitability: The Rules Are Changing"

"Suitability in Fixed Insurance Sales", an article written for insurance agents and financial advisors

Article on the "Source of Funds" issue in which I'm quoted

"Deferred Annuities: Myths and Misunderstandings in Popular Wisdom"

"Tax Land Mines in Annuity Planning"

Article on Longevity Annuities

"Ethical Marker Buoys in Annuity Sales"

"Does your firm have a Threat Assessment Committee"?

"What size batteries do you use in that magic wand?"

"What are the different types of annuities?"

"Your Annuity Meets Your Trust: OOPS!"

"Thinking of buying a deferred annuity? DON'T MAKE THESE MISTAKES!"

DOL Fiduciary Rule - FINAL version

DOL_rule_summary_OLSEN_ANNOTATED.pdf

DOL conflict-of-interest-chart_OLSEN_ANNOTATED.pdf

DOL_Final_Fiduciary_Rule_OLSEN_ANNOTATED_9_APRIL_2016.pdf

DOL "Best_Interest_Contract" PTE__OLSEN_ANNOTATED_FINAL_13_APRIL_2016.pdf

DOWNLOAD and SAVE AS PDF and use your PDF reader to see bookmarks.

IMPORTANT!!

DEPARTMENT OF LABOR Fiduciary Duty Rule - FINAL - 2016

DOL Prohibited Transaction Exemption (PTE)_84-24_OLSEN_ANNOTATED.pdf

TYPES_OF_ANNUITIES.pptx Two charts showing the TYPES OF
ANNUITIES and how they are related

Proposed_new_DOL_exception for insurance intermediaries_OLSEN_ANNOTATED.pdf

Tools & Techniques of Life Insurance Planning, 6th ed.

A VERY clear "handbook" of
Planning using life insurance

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John L. Olsen, CLU®, ChFC®, AEP®

Olsen Annuity Education

131 Hollywood Lane , Kirkwood , MO 63122-2901

Phone: 314-909-8818 john@olsenannuityeducation.com

COPYRIGHT
Copyright © John L. Olsen, 2015
All rights reserved