Case Studies Blogposts

Webinar: Retirement Income Plan Case Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 27, 2024 | Annuities, Case Studies, Financial Professional Webinars, Long-Term Care, News, Social Security, Technology, Videos, Webinar Recordings | 0 Comments

https://youtu.be/4HJLMSeq3lE

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...

Case Study Video: Two IUL Illustrations, Two Completely Different “Minimum DBs”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 5, 2021 | Case Studies, Financial Professional Content, Indexed Universal Life, Life Insurance, Videos | 0 Comments

This is a case study video where I was helping an agent figure out why the minimum DBs where so much different on the...

Case Study Video: Life Insurance For an 86-Year-Old?

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 27, 2021 | Case Studies, Financial Professional Content, GUL and Fixed Life, Life Insurance, Term Life, Videos | 0 Comments

Below is where I discuss insuring an 86 year old as well as what Term options are available for older folks...

Case Study Video: RMDs, 401ks, IRAs, and SPIAs

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 17, 2021 | Case Studies, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, SPIAs & DIAs, Variable Annuities, Videos | 0 Comments

Below is a video where I discuss RMDs and SPIAs with IRAs as well as 401ks. There is much more to this than meets the...

Case Study Video: Estate Planning with an ILIT

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 2, 2021 | Case Studies, Estate Planning, Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Term Life, Variable Universal Life, Videos, Whole Life | 0 Comments

Below is a case study video on a friend/client of mine that recently had a $10 million buyout from a Private Equity...

Case Study: Section 7702 Changes, Before and After

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 7, 2021 | Case Studies, Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Life Insurance, Regulations, Videos, Whole Life | 0 Comments

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

Case Study: LTC, Life, and Retirement. Oh, and the Engineer!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 30, 2021 | Case Studies, Financial Professional Content, Hybrid LTC Products, Long-Term Care, Standalone-Traditional LTCI, Term Life, Videos | 0 Comments

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

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: 1035ing into an already existing IUL

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 30, 2021 | Case Studies, Financial Professional Content, Indexed Universal Life, Life Insurance, 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".

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Case Studies Blogposts

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