John L. Olsen

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  Can a non-registered agent sell an indexed annuity?

  By John L. Olsen, CLU, ChFC, AEP  |  March 14, 2013

  There is a lack of clear rules regarding what “insurance only” agents can do when recommending fixed products to consumers who may fund those products with funds from securities.

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  Tax FAQ: If an annuitant dies before the annuity matures, is the amount payable taxed?

  By Tax Facts Online  |  March 9, 2013

  The short answer: Yes.

• Letters

  February 1, 2013

  In response to “The fiscal cliff: Just another good old Western story,” by Daniel D. Williams

• Letters

  November 1, 2012

  In response to the LifeHealthPro.com article: “What do boomers think about fixed indexed annuities?”

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  Who will be the next Glenn Neasham?

  By Elizabeth Festa  |  May 2, 2012

  Lake County, California, is said to be known for a few things besides having the state’s largest freshwater contained lake—pear production, bird watching, wineries, recent meth lab busts and Glenn Neasham, the convicted insurance agent who thought, he claims, he was selling a good product to a competent senior.

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  Who Will Be the Next Glenn Neasham?

  By Elizabeth D. Festa  |  April 20, 2012

  When Glenn Neasham was convicted on felony theft charges and sentenced to jail for selling an annuity to an 83-year-old woman with dementia, it sent shockwaves through the agent community. But a bigger issue looms: Will Neasham's case repeat itself elsewhere?