Annuities Blogposts

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...

Volatility Controlled Strategies, Not Better and Not Worse

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 22, 2022 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News | 0 Comments

If you had a choice between inheriting 40% of Jim’s estate or 100% of Richard’s estate, which one would you...

Why Only 4% Withdrawal Rates If the Market Has Averaged 10%?

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 10, 2022 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities | 0 Comments

Many years ago, I was sitting with a client who had a $500,000 portfolio and was about to retire. He asked me...

LTC Annuities: A “Low-Friction” LTC Sale

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 10, 2022 | Annuities, Financial Professional Content, Hybrid LTC Products, Long-Term Care, Standalone-Traditional LTCI | 0 Comments

As I discuss this particular product type as being a "low friction" LTC sale, I do not want the reader to gather that...

Sequence of Returns and Sequence of Inflation Risks

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 22, 2022 | Annuities, Financial Professional Content, Indexed Annuities, Practice Management | 0 Comments

This article is a bit of a preface to an article I am making for you that will come out next month. That article will...

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