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)
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
"Index Annuities: A Suitable Approach", by John L. Olsen, CLU®, ChFC®, AEP® & Jack Marrion, D.M.
The definitive book on Index Annuities by two experts, published in 2010. Written for consumers and advisors, there's nothing in this book on "how to sell" these products. It's all about how they work, when they're suitable, and when they probably aren't.
"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.