OlsenOlsen Annuity Education
"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!"
DEPARTMENT OF LABOR Fiduciary Duty Rule - FINAL - 2016
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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