Annuities Blogposts

GLWB Taxation (Written By Mystery Man)

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 23, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, SPIAs & DIAs, Taxes, Whitepapers | 0 Comments

A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...

Case Study: Decedent IRA, Or Not

by Charlie Gipple, CFP®, CLU®, ChFC® | May 30, 2021 | Annuities, Case Studies, Financial Professional Content, Videos | 0 Comments

Below is a case study video that happened this week Feel free to discuss below in the "comments".

Case Study: Lifetime Income for 51-Year-Old

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 30, 2021 | Annuities, Case Studies, Financial Professional Content, Videos | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

Parties to The Annuity Contract

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 23, 2021 | Annuities, Financial Professional Content, Uncategorized | 0 Comments

I was putting together some material for basic annuity training and something I created was a breakdown on the...

The 2.8% Withdrawal Rate Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 19, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, Practice Management, SPIAs & DIAs | 0 Comments

In 2013 Morningstar put out a report that sought to update what was once the 4% rule of thumb. There are some very...

The Bengen 4% Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 19, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Practice Management, SPIAs & DIAs | 0 Comments

There is a lot of talk about the 4% rule. Some folks still view it as the gospel and others might view it as being...

Whitepaper: Taxes and Annuities. How Annuities are Taxed

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 19, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, Practice Management, SPIAs & DIAs, Taxes, Variable Annuities, Whitepapers | 0 Comments

A good friend of mine and somebody that I lean on a lot is an advanced sales mastermind, and her name is Heather...

The Bengen 4% Rule Includes Inflation Adjustments, Annuities Don’t

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 9, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, Practice Management | 0 Comments

For the rather studious financial professionals that observe my conversation around GLWBs versus the 4% Rule, they may...

Retirement Doesn’t Have To Be “The Final Countdown”

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 7, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), SPIAs & DIAs | 0 Comments

We have all been there. I just paid $12 for the “double deluxe clear coat automatic laser” car wash. Once finished...

Annuities And GLWBs: How To Clear A Room At A Christmas Party

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 6, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, SPIAs & DIAs | 0 Comments

My wife, kids and I went to a Christmas party at a friend’s house a couple years ago with about eight other families...

The First Indexed Product

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 2, 2021 | Annuities, Financial Professional Content, Indexed Annuities | 0 Comments

1995: Necessity is the Mother of Invention The annuity business (not life insurance) is where indexed products were...

The Problem With Bonds

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 11, 2020 | Annuities, Financial Professional Content, Life Insurance, Practice Management | 0 Comments

Conventional Thinking and the 50/50 Portfolio For the longest time it was conventional thinking that a “balanced”...

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