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

Advanced Planning

SVP, Insurance Wealth Advisor

[email protected]

Richard Olewnik, JD, CLU, ChFC

Rich has over 30 years of experience supporting and consulting with both major insurance companies and sophisticated financial professionals as they work to identify and plan for their clients’ needs. He consults on complex business and personal planning issues that require technical solutions and product considerations. Areas of expertise include legacy, business succession, executive benefits, retirement and long-term health care needs. Rich has held various leadership roles with major life and annuity carriers, including AXA US, Prudential Life, Metropolitan Life, Berkshire Life, and American Skandia. He also operated his own consulting firm, providing expert product and technical support to attorneys, accountants, life, property and casualty agents, and clients. At the start of his career, he served as a Captain of the U.S. Army JAG Defense Counsel. Rich is a respected industry speaker, a member of and associated with a number of professional organizations, and has authored numerous articles in industry publications. He is a graduate of Fordham University where he received his degree in Economics and Boston College Law School where he received his Juris Doctor.

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.