Olsen & Marrion LLC

  • Do Advisors Need to Videotape Annuity Sales?

    By Maria Wood  |  May 11, 2012

    With the Neasham decision hovering over the industry, a group of experts suggested that advisors may need to record their sessions with senior clients.

  • 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.

  • 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?

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