Name: John Olsen
Job Title: President/CEO/Principal
Company Name: Olsen & Marrion, LLC
Biography: John L. Olsen, CLU, ChFC, AEP
President: Olsen Financial Group
President: Olsen Annuity Education
President: Estate Planning Council of St. Louis
Past President: St. Louis chapter of National Association of Insurance & Financial Advisors
Member: Editorial Advisory Board, "Tax Facts" (National Underwriter Co.)
Member: Society of Financial Service Professionals (Board member of St. Louis chapter)
Co-author (with Michael Kitces), "The Advisor's Guide to Annuities" (National Underwriter Co., 4th ed., 2014)
Co-author (with Jack Marrion), "Index Annuities: A Suitable Approach" (Olsen & Marrion LLC, 2010)
Author: "Taxation and Suitability of Annuities for the Professional Advisor" - 2nd Revised and Expanded Edition, an e-book available on Amazon.
Author: "John Olsen's Guide to Annuities for the Consumer" (2015), an e-book, available on Amazon.
Author: "Annuities and Suitability: Reflections on the State of the Debate" (Journal of Financial Service Professionals - 1st Place winner, Kenneth Black, Jr. Journal Author Award, 2006), and of dozens of articles on annuities, life insurance, and estate, retirement, and financial planning. I've written dozens of article, published in various magazines and journals, on annuities, life insurance, and retirement income and estate planning.
Expert Witness in court and FINRA arbitration cases involving annuities and life insurance
Consultant to other advisors on annuity-related cases