Webinars for financial professionals
TESTIMONIALS from leaders of groups I've spoken to
"It is always a pleasure working with John Olsen. As the Education Coordinator for the CT Financial Regulation Division of the CT Insurance Department, he made me popular. Feedback from our exam and analysis staff was that the case studies we worked on with him in January were the most enjoyable sessions yet! We had to learn the basics about annuity suitability in November of the previous year before we could do case studies, so everything built up to it.
Many people have told me this was the best training day they have ever experienced. Of course, we probably should have booked John for the entire day, because we didn't even get through the entire handout there was so much participation from the attendees."
-Elaine Wieche, SOFE Chair for the Connecticut Insurance Department
"John has an amazing capacity for taking the thankless subject of annuities and presenting it to an audience in a way that is easy to understand. He does not believe that annuities are either right or wrong for everyone. He merely helps people understand the many variations and the proper place for each of them in a clients' portfolios."
- Robert Weagley, Ph.D, CFP®, Chair: Personal Financial Planning at the University of Missouri
"The Society of FSP has featured John Olsen as a speaker many times. He is always enthusiastic, entertaining and extremely knowledgeable. John is one of our go-to experts on the topic of annuities as we can always count on a great presentation".
Sherry Chester, Director: Professional Development, Society of Financial Service Professionals
"LIVE" WEBINARS (not pre-recorded)
I am now unable to travel due to a serious back injury, so I no longer do "in person" classes but I LOVE teaching and I've done dozens of web-based training and education sessions. Much of the material advisors need to understand about how annuities work, the taxation of annuities, and the all-important suitability issues that change with each new Model Regulation lend themselves well to "webinar" learning. It's MUCH less expensive and attendees can log in from office or home.
I do not offer Continuing Education Credits for my sessions. To do so would make the sessions more expensive and the various, changing requirements are simply too onerous to make compliance worth the trouble.
"John Olsen is one of the top 5 Annuity experts in the country. His presentations are educational, funny, and able to be applied to your practice immediately! The Central Illinois Chapter of the Financial Service Professionals has had the pleasure of 3 presentations from John at our annual
Mini-Institute. When we are looking for a speaker for Annuities, John is the first one we think of". -
Michael J. Reid, CLU, ChFC
Want a sample? Listen to my presentation on "Case Studies
in Annuity Planning" (October, 2012)
(then click on bottom screenshot - labelled "Practical Case Studies
in Annuity Planning")
"Life Insurance 101: What's the Best Type of Policy for This Client?" - 1 hour
"Myths and Misunderstandings about Life Insurance and Annuities" - 1 hour
"Catch 22: The "Source of Funds" Issue and its Impact on 'Insurance Only' Agents" - 1 hour
"The Changing 'Standards of Care' Environment, Fiduciary Duty, and Suitability" - 1 hour
Iif the above list doesn't contain a topic you would like a class devoted to, give me a call and we'll talk.
"Tax Traps in Annuity Planning" - 1 hour
"Index Annuities 101: Looking Under the Hood" - 1 hour
"The Advisor as Defendant: Lessons From an Expert Witness" - 1 hour
"Strategies and Issues in Retirement Income Planning" - 1 hour
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The above fees are per class (not per attendee) and include cost of web hosting.