GLWBs (Annuity) Blogposts

Video: Selling Indexed Annuities: Part 3, Discussing the Contract Value and the Benefit Base

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 6, 2023 | Annuities, GLWBs (Annuity), Indexed Annuities, News, Videos | 0 Comments

https://youtu.be/YOxB8v_75KM

Charlie’s Annuity Product Brain Dump: Various Products For Various Scenarios

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 28, 2023 | Annuities, GLWBs (Annuity), MYGAs and Traditional Fixed Annuities, News | 0 Comments

This post is a bit of a brain-dump as I go down the list of products that sit in my head and why those products would...

GLWB Economics: Are GLWB’s Even a Good Thing???

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 30, 2023 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities | 0 Comments

It doesn't take a rocket scientist to understand that at a 5% (for example) payout factor, it takes 20 years for the...

Mythbusting Video: “What if everybody lives a long time? Will annuity Companies go bankrupt?”

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 9, 2023 | Annuities, Financial Professional Content, GLWBs (Annuity), Mythbusting, Videos | 0 Comments

This is a video that came over from The Retirement Academy and was intended for consumers. This is another common...

Mythbusting Video: “Annuities Seem Too Good To Be True”

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 9, 2023 | Annuities, Financial Professional Content, GLWBs (Annuity), Videos | 0 Comments

This is a video that came over from The Retirement Academy that is intended for consumers. This is a common objection...

News and Video: AIG’s GLWB Increases Are Live (1/9/23)

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 9, 2023 | Annuities, GLWBs (Annuity), Indexed Annuities, News, Videos | 0 Comments

Notice: Rates and Caps are effective as of 1/9/23 and can change by the time you view this. Inquire with CGFG before...

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: 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

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,...

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...

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