donald-g-olsen

Donald G. Olsen

CLU®, ChFC®, CFS, CASL®, AEP, ChSNC™

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Professional Experience
-member of the financial community for 40 years.
-member, Society of Financial Services Professionals(FSP).
-ethics chair of local FSP Chapter.
-member, National Association of Insurance and Financial Advisors(NAIFA)
-past President of local NAIFA Chapter
-American College Gold Key Society.
-member, LIMRA advisory board.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Special Needs (ChSNC Required)
  • Retirement Income Planning
  • Business Succession Planning
  • Business Owners

Languages

  • English

CRN201912-180567

Check the background of this investment professional on FINRA's BrokerCheck