Financial Professional Content Blogposts

Annuity Sales Ideas with Charlie and David Kinder

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 21, 2023 | Annuities, News, Videos, Webinar Recordings | 0 Comments

This was an annuity sales idea conversation that I had with my good friend David Kinder, who moderates a very large...

Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 21, 2023 | Annuities, News | 0 Comments

What happened to Silicon Valley Bank– along with Signature Bank – that represents the two largest bank failures since...

Replacing Clients’ Old Annuities To Get New and Better Caps

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 8, 2023 | Annuities, Indexed Annuities, Indexed Universal Life, News, Uncategorized | 0 Comments

This has come up a few times as interest rates have risen, which has resulted in better caps on new policies than what...

Video: Dropping Caps, Are IUL Companies Ripping off Consumers?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 24, 2023 | Indexed Universal Life, Life Insurance, News | 0 Comments

This is regarding new business issued today. This is a different topic than the treatment of existing policies and the...

Life Annuity Specialist Article: Amid Plethora of Indexes, Annuity Buyers Return to the Familiar

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 24, 2023 | Annuities, Indexed Annuities, Indexed Universal Life, News | 0 Comments

As yields climb and carriers can afford to be more generous, agents revert to the indexes they know best....

Can a Felon Get Life Insurance?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 22, 2023 | News, Underwriting | 0 Comments

This group may not represent an ideal target market, but occasionally this comes up. Here is an underwriting video on...

Webinar 02/23/2023 at 11:00 CST – Noon! Charlie’s Favorite Life Insurance Products and Companies, And Why.

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2023 | Life Insurance, News, Webinar Recordings | 0 Comments

Although Charlie's "Favorite" is dependent upon the client situation, there are products that often rise to the top...

Charlie’s Broker World Article: Is Delaying Social Security Worth It?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2023 | Broker World, Consumer Content, News, Social Security, Social Security (Consumer) | 0 Comments

One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....

Charlie’s Broker World Article: Annuities Versus the 4% Rule

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2023 | Annuities, Broker World, GLWBs (Annuity), News | 0 Comments

News: AIG is dropping rates on February 21, 2023

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2023 | Annuities, Indexed Annuities, MYGAs and Traditional Fixed Annuities, News | 0 Comments

Please check out the below updated rate sheets for their most popular indexed annuities, the Power 10 Protector and...

News: CLIENT LTC Webinar THIS WEEK!!!. Invite your clients!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 13, 2023 | Hybrid LTC Products, Long-Term Care, Medicaid, News, Standalone-Traditional LTCI | 1 Comment

Charlie has been doing Social Security webinars that you have been inviting your clients to. Here is a new one for...

News: Updated MYGA Rates are Posted

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 13, 2023 | Annuities, MYGAs and Traditional Fixed Annuities, News | 0 Comments

Check the rates out here.

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