Annuities Blogposts

Webinar: Decedent IRA Rules and Products to Use

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 26, 2024 | Annuities, Financial Professional Webinars, News, Taxes, Videos, Webinar Recordings | 0 Comments

This webinar was conducted June 13th 2024. Description: THERE IS $25 BILLION IN IRA AND DEFINED CONTRIBUTION MONEY, OF...

Required Minimum Distribution Reference Guide

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers | 0 Comments

To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.

IRA Beneficiary Distribution Guide and Cheat Sheet

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers | 0 Comments

To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.

Whitepaper: Annuity Taxation

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 13, 2024 | Annuities, News, Taxes, Whitepapers | 0 Comments

Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...

Corebridge is Increasing GLWB Payout Factors Again on 6/3/2024

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Indexed Annuities, News | 0 Comments

Broker World Article: Update: Annuities Versus the 4% Rule of Thumb

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Broker World, GLWBs (Annuity), News | 0 Comments

Broker World Article: GLWB Now, Or Accumulate then Choose a GLWB or SPIA?

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Broker World, GLWBs (Annuity), Indexed Annuities, News | 0 Comments

Article: Charlie’s Paranoia of Product Extinction

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Broker World, GLWBs (Annuity), Indexed Annuities, News, SPIAs & DIAs, Variable Annuities | 1 Comment

BUY ANNUITIES NOW! They are better than they have ever been, and they may not be here forever, at least in their...

Video: Stop The Madness!!! Annuity “Doublers” Are Not LTC!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 5, 2024 | Annuities, GLWBs (Annuity), Indexed Annuities, Long-Term Care, News, Videos | 2 Comments

https://youtu.be/TaDzfgBHOBc?si=WTETX-KwbRuZnkRf

Webinar: Roleplaying the Post Social Security Seminar Meeting. Discussing Social Security and the Retirement Income Plan

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 3, 2024 | Annuities, Case Studies, GLWBs (Annuity), Indexed Annuities, News, Practice Management, Seminars, Social Security, Taxes, Videos, Webinar Recordings | 0 Comments

This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...

Breaking News!!! Athene has Increased Commission on 4-1-24

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 3, 2024 | Annuities, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, News | 0 Comments

Broker World Article: Charlie’s “Three Bucket” Approach to Explaining Fixed Annuities

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 24, 2024 | Annuities, Broker World, GLWBs (Annuity), Indexed Annuities, News | 0 Comments

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