June 13, 2016
150 years ago today, The U.S. Congress passed the 14th amendment. What have they done lately?
April 19, 2016
DOL Rule annotated & bookmarked is at www.olsenannuityeducation.com
April 10, 2016
If you haven't read the DOL rule, I've got two letters for you. E and O.
September 23, 2015
If you hold yourself out as an "advisor" or "objective", you're a fiduciary!
February 5, 2015
Today, in 1937, FDR tried to pack the court. Given Citizens United, it's time for a 2nd try!
December 27, 2014
Avoid, whenever possible, being the smartest person in the room.
December 8, 2014
To consumers: Ask "what kind of annuity are you describing?" It may avoid misunderstanding.
November 22, 2014
Reasons why your prospect should NOT buy what you're pitching: Consider them!
November 20, 2014
Suitability: A concept to help advisors avoid making sales that shouldn't be made.
August 19, 2014
Does anyone have the actual case citation for the Lewis case in CA?