Southport Compass, Southport CT, Fairfield County
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Richard Olewnik, JD, CLU, ChFC

Advanced Planning

SVP, Insurance Wealth Advisor

Rich.Olewnik@southportcompass.com

Richard Olewnik, JD, CLU, ChFC

With over 30 years of experience, Rich Olewnik brings deep expertise supporting major insurance companies and sophisticated financial professionals. He specializes in consulting on complex business and personal planning challenges that require advanced technical solutions and product knowledge.

Rich’s areas of expertise include legacy planning, business succession, executive benefits, retirement, and long-term care. Throughout his career, he has held leadership roles with top carriers such as AXA US, Prudential Life, MetLife, Berkshire Life, and American Skandia. He also operated his own firm, providing trusted product and technical guidance to advisors and clients.

Earlier in his career, Rich served as a Captain in the U.S. Army JAG Defense Counsel. He is a respected industry speaker, active in professional organizations, and has authored numerous articles in leading industry publications.

Rich earned his degree in Economics from Fordham University and his Juris Doctor from Boston College Law School.

Southport Compass, Southport CT, Fairfield County

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Securities are offered through The Leaders Group, Inc. Member of FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080.
Southport Compass, LLC is not affiliated with The Leaders Group, Inc.
https://brokercheck.finra.org/
All Rights Reserved by Southport Compass.
Please be advised that this document is not intended as legal or tax advice. Accordingly, any tax information provided in this document is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed, and you should seek advice based on your particular circumstances from an independent tax advisor. As variable products, the value of a policy increases or decreases with performance of the investments supporting the policy. A life insurance carrier does not guarantee any investment performance and the policyholder bears all investment risk. Investment options are only available through the purchase of variable annuity contracts or variable life insurance policies offered by life insurance companies.