Estate Planning Blogposts

Video: Irrevocable Life Insurance Trusts, Estate Planning, Gifting, and Crummey Provisions

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 5, 2024 | Estate Planning, Indexed Universal Life, Life Insurance, News, Videos | 0 Comments

https://youtu.be/ph9YPrhi_mY

Webinar: Tax Time is Here: Understanding the Tax Return (1040)

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 17, 2024 | Estate Planning, News, Taxes, Videos, Webinar Recordings | 0 Comments

https://youtu.be/nP9TijmDlVU

Webinar Recording: Estate Planning Series Part 1: Intro to Estate Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 8, 2023 | Estate Planning, News, Taxes, Videos, Webinar Recordings | 0 Comments

https://youtu.be/Jm3WRLPxCnI

Estate Planning Ideas and Reasons to “Gift” Now

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 14, 2023 | Consumer Content, Estate Planning, Estate Planning (Consumer), News | 0 Comments

This article is meant to give just a couple of quick updates on gift and estate tax limits that have recently been...

Webinar Recording: What are “Linked Benefit Pruducts”, The Moving Parts, How to Design Them.

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 1, 2023 | Estate Planning, Hybrid LTC Products, Long-Term Care, News, Videos, Webinar Recordings | 0 Comments

https://youtu.be/wGuP4t-tKmY

Video: What is Medicaid Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 25, 2022 | Estate Planning, Financial Professional Content, Medicaid, Videos | 0 Comments

https://youtu.be/5m9zbO2AcD8

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....

Reasons To Sharpen Your Estate Planning Axe

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 10, 2022 | Estate Planning, Financial Professional Content, Practice Management | 0 Comments

The Pig Through the Python Lately I have been conducting trainings for the agents of CG Financial Group on Estate...

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...

The Power of Financial Plans: My Awakening

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 15, 2021 | Estate Planning, Financial Professional Content, Practice Management, Running an Agency, Technology | 0 Comments

About 15 years ago I had a “career awakening” moment. I was with ING life insurance at the time and was a Regional...

Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 4, 2021 | Behavioral Finance, Estate Planning, Financial Professional Content, GLWBs (Annuity), GUL and Fixed Life, Indexed Annuities, Indexed Universal Life, Marketing and Prospecting, Motivational, MYGAs and Traditional Fixed Annuities, Practice Management, Presentation Skills, Regulations, SPIAs & DIAs, Taxes, Technology, Term Life, Variable Annuities, Variable Universal Life, Videos, Webinar Recordings, Whole Life | 0 Comments

https://youtu.be/-35y7puOu1Y

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