John L. Olsen, CLU, ChFC, AEP is a teacher, author, and estate planner practicing in St. Louis County, Missouri. John has been actively involved in the financial service industry since 1973. He is a past president of the St. Louis chapter of NAIFA, a past board member of the St. Louis chapter of the Society of FSP, and aPast President of the Estate Planning Council of St. Louis. John has written numerous articles for various professional journals and is co-author, with Michael Kitces, of The Advisor’s Guide to Annuities (National Underwriter Co., 5th ed., 2017); with Jack Marrion, of Index Annuities: A Suitable Approach (Olsen & Marrion, 2010); and author of three books, Taxation and Suitability of Annuities,John Olsen's Guide to Annuities for the Consumer, and Read This Before Buying Any Annuity!. All of his books and many of his articles are available on his website, www.olsenannuityeducation.com.
In 2010, he was named to the Editorial Advisory Board of Tax Facts, a respected industry reference source, and he edited the questions on annuity taxation in the 2016 edition. John is a popular speaker, having presented to several national conventions of the Society of FSP and of the Financial Planning Association, as well as to numerous other professional groups. In addition to serving his own clients, John consults to other advisors on financial, estate, and retirement planning cases and offers expert witness services in annuity, insurance, and retirement planning cases through his firm,Olsenannuityeducation.com. He can be contacted at email@example.com.
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