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John L. Olsen

John L. Olsen

John L. Olsen, CLU, ChFC, AEP is an insurance agent and estate planner practicing in St. Louis County, Missouri. With over 40 years of experience in the financial services industry, he serves on the boards of the St. Louis Estate Planning Council and the St. Louis chapter of the Society of Financial Service Professionals and is a Past President of the St. Louis chapter of NAIFA.  If this article was helpful to you, be sure to check out the books listed on one of John’s websites: www.indexannuitybook.com.

In addition to serving his own clients, John provides case consulting services to attorneys, accountants, insurance agents, and financial advisors, and provides expert witness services in litigation involving annuities and investment products. Contact John at (314) 909-8818 or jolsen02@earthlink.net to receive personalized professional guidance in addressing your retirement needs.

Articles by John L. Olsen

Taxation of Deferred and Immediate Annuities Explained

Taxation of Deferred and Immediate Annuities Explained | January 3, 2014 | , , , , ,


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What Are The Different Kinds Of Annuities?

What Are The Different Kinds Of Annuities? | November 18, 2013 | , , , , , , , ,


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Annuity Surrender Charges Explained

Annuity Surrender Charges Explained | November 5, 2013 | , , , ,


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Before You Let Your Deferred Annuity Be Owned By or Payable to a Trust…Read This

Before You Let Your Deferred Annuity Be Owned By or Payable to a Trust…Read This | October 25, 2013 | , , , ,


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How Do You Know If An Annuity Is “Suitable” For You?

How Do You Know If An Annuity Is “Suitable” For You? | October 1, 2013 | , , , , , , , , , ,


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What In The World Is An “Annual Reset” Indexed Annuity?

What In The World Is An “Annual Reset” Indexed Annuity? | September 18, 2013 | , , , , , , ,


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Do I Really Get A 7.2% Return Forever From That Guaranteed Lifetime Withdrawal Benefit (GLWB)?

Do I Really Get A 7.2% Return Forever From That Guaranteed Lifetime Withdrawal Benefit (GLWB)? | August 16, 2013 | , , , ,


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Who Gets The Money In My Deferred Annuity If I Die?

Who Gets The Money In My Deferred Annuity If I Die? | August 6, 2013 | , , ,


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Facts About Annuities That Your Agent Should Share With You

Facts About Annuities That Your Agent Should Share With You | July 30, 2013 | , , ,


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Myths About Annuities

Myths About Annuities | July 22, 2013 | , , , , ,


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