John Oliver

About the Author

John Oliver

John Oliver, CLU, ChFC, M.B.A., is the vice president of Field Development for Transamerica Brokerage in Los Angeles. John leverages decades of experience in the life insurance industry to develop advanced sales concepts that help producers be better advocates for customers. John has presented more than 300 continuing education seminars to life insurance agents, attorneys and certified public accountants, and has spoken at the Million Dollar Round Table and the American Bar Association, Real Property, Probate and Trust Law Section. Reach him at john.oliver@transamerica.com.

• Essential Guide to Life Insurance

  By John Oliver  |  September 4, 2012

  Life insurance can help wealthy boomers leave a value-based legacy to their heirs.

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  Adding Values to the Boomer Estate Plan

  By John Oliver  |  July 16, 2012

  Today’s wealthy boomers want to provide financial security for their children and grandchildren, but they also want to be remembered for more than just the money they leave behind.

• Marrying VUL With Spousal Support Trust Creates Flexible Union

  By John Oliver  |  December 11, 2000

  ByWith the widespread use of the unlimited marital deduction, married couples often opt for survivorship policies purchased by third parties such as irrevocable life ...

• Immediate VAs Offer More Income Options

  By John Oliver  |  July 3, 2000

  ByMost of our clients have spent a great deal of time building their retirement nest eggs, so much so that there are now trillions ...

• Family Limited Partnerships Are Enhanced Wealth Transfer Tool

  By John Oliver  |  May 8, 2000

  ByGiven the right circumstances, the use of family limited partnerships can augment and improve the estate planning and wealth transfer tools from which your ...

• In Spite Of Risks, SPVULs Can Help Seniors

  By John Oliver  |  April 10, 2000

  ByAt the close of last year, we constantly heard the media asking the public what they thought was mankinds greatest achievement in the 20th ...

• IRA Stretch-Outs Work Best With Life Ins.

  By John Oliver  |  January 3, 2000

  By As many insurance planners know, since Individual Retirement Accounts are subject to both income and estate taxes at the death of the owner, ...

• Private Foundations Offer

  By John Oliver  |  September 6, 1999

  Flexibility In Charitable Planning Older Americans who have spent a lifetime building substantial assets now face a new dilemma: how best to transfer their existing ...

• IRS Ruling Offers Flexibility For Trust-Owned Ins.

  By John Oliver  |  April 12, 1999

  Let's say you're working with a wealthy client who is hesitant to fund an irrevocable trust with permanent life insurance. The client asks you, "What ...

• No-Lapse Guarantees Offer Older Clients New Options

  By John Oliver  |  February 1, 1999

  How many times have you heard an estate planning client complain about paying "excess" premiums for a life insurance policy owned by an irrevocable trust? ...