Annuities Blogposts

Video: What is Monte Carlo Analysis (And JourneyGuide)???

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 3, 2023 | Annuities, GLWBs (Annuity), Long-Term Care, MYGAs and Traditional Fixed Annuities, News, Social Security, Technology, Videos | 0 Comments

In this video, Charlie explains exactly what Monte Carlo simulations are and why they are powerful. He also explains...

Video: Market Value Adjustment (MVA) Explained

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 2, 2023 | Annuities, Financial Professional Content, Indexed Annuities, MYGAs and Traditional Fixed Annuities, Videos | 0 Comments

https://youtu.be/LuH_A5nPmoA

Video: IUL and Indexed Annuities, How Do The Companies Do It???

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 2, 2023 | Annuities, Financial Professional Content, Indexed Annuities, Indexed Universal Life, Videos | 0 Comments

https://youtu.be/xpEJsaSLjto

Video: My GLWB “Napkin Diagram”

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 27, 2022 | Annuities, Financial Professional Content, GLWBs (Annuity), Videos | 0 Comments

One Saturday a couple of years ago a new agent called me up and asked me to explain to him how a GLWB worked!!! I was...

GLWBs, Step-Ups, And Other Random Annuity Thoughts

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 9, 2022 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities | 0 Comments

A few weeks ago I was preparing an indexed annuity illustration for one of our agents who had a client that wanted...

Webinar Recording: Charlie’s Favorite Annuities, Life, and LTC (November 2022)

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 8, 2022 | Annuities, GLWBs (Annuity), GUL and Fixed Life, Indexed Annuities, Indexed Universal Life, Life Insurance, Long-Term Care, Standalone-Traditional LTCI, Webinar Recordings | 0 Comments

https://youtu.be/22b9pMCiBKQ

Webinar Recording: Medicaid Case Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Annuities, Estate Planning, Medicaid, News, Videos, Webinar Recordings | 0 Comments

https://youtu.be/01goD6KtHeE

Client Webinar Recording: Addressing Long-Term Care Expenses in Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2022 | Annuities, Estate Planning, Financial Professional Content, Hybrid LTC Products, Life Insurance, Long-Term Care, Standalone-Traditional LTCI, Taxes, Videos, Webinar Recordings | 0 Comments

This was a nationwide webinar that Charlie did for the clients of CG Financial Group's agents....

Creating an Indexed Annuity

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 15, 2022 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News | 0 Comments

As the owner of this IMO - CG Financial Group - I always commit to bringing you unique content that you find valuable,...

How to explain annuity GLWBs to clients

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 13, 2022 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Universal Life, Special Category | 0 Comments

Recently I have been surveying financial professionals across the country on topics related to practice management,...

Which Vegetable is the Best? The Apple or the Orange?

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 22, 2022 | Annuities, Financial Professional Content, Life Insurance, Long-Term Care | 0 Comments

There are a few annuity and life insurance social media groups in which I am a "group expert" in. These social...

Indexed Annuities are Designed To Beat Fixed Rates, Not the Stock Market

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 22, 2022 | Annuities, Financial Professional Content | 0 Comments

I have never had a client balk at my indexed annuity or indexed universal life insurance conversations when I tell...

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