In addition to dozens of articles (some of which are listed on the ARTICLES page), I've written or co-written four book on annuities (listed below)
"John Olsen's Guide to Annuities for the Consumer" 3rd Edition, by John L. Olsen, CLU®, ChFC®, AEP®
"E-books" are electronic files, readable with the Kindle® application, which can be downloaded for free from the Amazon site and installed in almost any PC, MAC, tablet or smartphone. There are many advantages to e-books.
- They're usually far more affordable than "print" books
- They're always as close as your smartphone, tablet, or laptop
- Navigating from a footnote number to the note and back again is done in two keystrokes
(a real boon for books with lots of references, such as my book on annuity taxation).
- Kindle syncs your library so that it's available in all of your devices on which you've installed the Kincle app, so your bookmarks are available for each book on each device.
But some folks want to "turn the pages" of a physical book, so I've made each of my books available in either paperback or "e-book".
"Taxation and Suitability of Annuities for the
Professional Advisor", by John L. Olsen, CLU®, ChFC®, AEP®
A tightly-focused examination of the tax treatment of the various types of annuities and a discussion of when they may or may not be suitable. Includes an overview of the "Suitability" and "Fiduciary" standards of care. Published in 2014 by Olsen & Marrion, LLC
"The Advisor's Guide to Annuities" (5th ed.), by John L. Olsen, CLU®, ChFC®, AEP® & Michael Kitces, CFP®, CLU®, ChFC®, MSTAX, MSFS
The 5th edition of the classic textbook on annuities, published by The National Underwriter Co. in May, 2017. Used in several financial planning curricula, this book is a comprehensive text, written for financial advisors and those who give advice regarding annuities.
"READ THIS BEFORE buying an annuity!", by John L. Olsen, CLU®, ChFC®, AEP®
"The Insurance Advisor as Defendant: How to Avoid
Getting Sued Successfully"
TESTIMONIALS from fellow financial professionals
"If there are 5 people in the annuity industry that I respect their opinion and business practices, John is definitely one of them. His book that he co-authored with Michael Kitces, The Advisor's Guide To Annuities, should be required reading for anyone that sells or recommends annuities. I believe that this book should be the basis for increased educational standards within the industry. In addition, John's other book, Taxation and Suitability of Annuities for the Professional Advisor is the best resource of its kind. If you are an annuity advisor in any capacity, you have to have it on your bookshelf."
- Stan The Annuity Man
"John Olsen is known throughout the Financial Services Industry as an EXPERT on the subject of Annuities. In addition to writing several books on the subject, he also testifies as an expert witness in legal cases. I have seen John speak at top Industry meetings and I always learn something new from him."
- Tom Hegna, Retirement Income Expert, Public TV Host, International Speaker and Best Selling Author
"John is a well respected and knowledgeable expert on annuities. His two books (one with Michael Kitces and the other with Jack Marrion) have been very helpful for me as I learn about different types of annuity products".
- Wade Pfau, CFA, Ph.D, Professor of Retirement Income at The American College, Principal: McLean Asset Management
"John Olsen is an expert speaker, writer and educator of retirement income solutions and annuity products. As a writer, he supplies the industry with relevant materials on some of the most technical apsects of annuity tax structure and the pitfalls associated with improper ownership and beneficiary planning arrangements. He and his partner Jack Marion also deliver significant knowledge and expertise to the index annuity world. As a speaker, I have been pleasured to hear John speak on many topics related to insurance and investment products for which he always has a great command in delivering. Lastly, John is thorough and extreme precise in his knowledge when educating others some of these critical topics."
- Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income Expert, International Speaker, Author & Adjunct Instructor for the American College's RICP designation.
"I first became acquainted with John Olsen, CLU, ChFC, AEP watching him reply to questions raised by professional financial planners regarding retirement plans and options. His responses were well thought out and accurate.
The past few years, I have used a book in one class that I teach that John coauthored with Michael E. Kitces on annuities. The book is a comprehensive guide to annuities for advisors and includes how annuities work and when they would be appropriate.
I also include in the course a link for students to listen to a presentation by John using case studies to discuss the use of annuities. When I first heard the presentation, I was impressed with his presentation and the manner that he made the presentation very interesting and easy to follow.
From the contact that I have had with him, I am confident in the accuracy of what he says or writes and trust that he is truly concerned about providing our clients with the products that will meet their needs and objectives."
- Sam Van Why, Professor at the College for Financial Planning
"John Olsen is an expert on annuities and has been an invaluable thought leadership resource for our 14,000 members. I have worked with John on a number of different projects, and his focus on detail, breadth of knowledge, and high regard for doing the right thing for the right reason - earns John my unqualified recommendation."
- Richard Weber, Financial Services Consultant and Contractor