Annuities Blogposts

Webinar Recording: Long-Term Care in a Box, A Turnkey Marketing Program for Your Clients.

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 10, 2025 | Annuities, Hybrid LTC Products, Life Insurance, Long-Term Care, News, Webinar Recordings | 0 Comments

New LTC Sales Campaign Available Now! CG Financial Group is excited to announce the first of several sales CLIENT...

Webinar Recording: Our Best Sales Ideas, Napkin Diagrams, and Stories.

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 10, 2025 | Annuities, Hybrid LTC Products, Life Insurance, News, Practice Management, Technology, Webinar Recordings | 0 Comments

None of this rocket science matters unless you can explain it simply and effectively to your prospects!!! So, on this...

Why CG Financial Group Gets A lot of Complaints

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 7, 2025 | Annuities, GLWBs (Annuity), Hybrid LTC Products, Life Insurance, Long-Term Care, News | 0 Comments

From our competition that is!!! I recently responded to a product ad from one of my favorite industry publications....

Annuity Rate Announcements for Week of 11/3/25

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 5, 2025 | Annuities, Annuity Rate Announcemements, News | 0 Comments

Video: 18 Minutes on Long-Term Care Annuities and Life

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 30, 2025 | Annuities, Hybrid LTC Products, Life Insurance, Long-Term Care, News, Videos | 0 Comments

Below is an 18-minute video where Charlie discusses the various Long-Term Care Annuities and Life Insurance. This is a...

Annuity Rate Announcements for Week of 10/27/25

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 30, 2025 | Annuities, Annuity Rate Announcemements, News | 0 Comments

Video: The Rules and Math Changes Once You Hit Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2025 | Annuities, Annuities (Consumer), Consumer Content, News, Retirement (Consumer), Videos | 0 Comments

Here Charlie discusses why it is so much easier in your pre-retirement years than it is your post-retirement years...

(Training Video): The Annuity/GLWB Conversation

by Charlie Gipple, CFP®, CLU®, ChFC® | May 30, 2025 | Annuities, GLWBs (Annuity), News, Videos | 0 Comments

If you practice this conversation and store it to memory, you will find that this will help you grow your annuity...

The Roth IRA Conversion “Pro Rata Rule”

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 5, 2025 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer) | 0 Comments

This is a very straightforward explanation from Athene on Traditional IRAs, Roth IRAs, and also the "Pro Rata Rule"....

Video: Sequence of Accounts To Withdraw From

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 6, 2025 | Annuities, GLWBs (Annuity), News, Videos | 0 Comments

If you are a financial professional and would like to discuss this video with Charlie, feel free to call him....

Awesome Annuity Chart: “Annuities Don’t Have Inflation Adjustments”

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 31, 2024 | Annuities, GLWBs (Annuity), News, Whitepapers | 0 Comments

One of the biggest objections to annuities with a guaranteed withdrawal benefit rider is that they usually are just...

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