Some of the Services We Provide

Financial Planning

Paul will help you examine existing investments looking at risk level of investments compared to age and risk tolerance. He offers a holistic financial planning analysis where he looks at where they are in life and in preparation for the future.

The better we know our clients the better we can provide products to meet all their insurance needs. Paul represents several highly rated companies in the following lines of business to offer quality insurance products:

• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Group and Individual Health Insurance
• Group and Individual Dental Insurance
• Medicare Supplements and Advantage Plus

Business, Life & Disability Insurance

Paul Olsen has helped a large number of Spokane businesses cover their key employees, provide business continuation insurance and use insurance to cover business loans. He can help you maximize your company's hard earned dollars through his expertise in disability and life insurance for income protection, loan protection, key man insurance, buy/sell insurance, employee benefit planning, legacy planning and charitable gifting planning. As well as group medical, group disability, group dental, group long term care, and retirement planning.

Retirement Plans for Large & Small Businesses

Olsen Insurance Services can help your business with retirement plans whether they be Simple, SEP, Group 401K's or Individual 401K's. They're highly qualified to assist you with both Traditional and Roth IRA's as well as roll overs. Don't leave these vital aspects of your business to chance. Help ensure your intentions for your business are outlined professionally, legally and carried out according to your wishes.

Senior Medical Insurance

Look to Olsen Insurance Services for Medicare supplements, Medicare advantage plans, Medicare part D plans and long term care plans.

Additional Insurance Services

Personal insurance: Life insurance from many different companies for family protection, estate planning, charitable gifting as well the ability to use life insurance proceeds to pay off a loan or mortgage. Disability insurance to protect your income from accidents and sickness.
Medical & Dental insurance: For individuals and families through the Washington State Exchange and plans outside the Exchange and individual dental plans.
Employee benefits for companies large and small: Group medical, group dental, group disability income and long term care.
Life goal financial strategies to help to meet people needs for specific purposes such as education or retirement, etc.
Investment strategies, including stocks, bonds, and mutual funds.