Indexed Annuities Blogposts

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...

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...

Why Your Annuity Trumpet Should Get Louder As Interest Rates Decrease

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 27, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, Practice Management | 0 Comments

I know the title of this article seems contrary to what you would think but hear me out as I discuss the “relativity...

Whitepaper: Taxes and Annuities. How Annuities are Taxed

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 19, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, Practice Management, SPIAs & DIAs, Taxes, Variable Annuities, Whitepapers | 0 Comments

A good friend of mine and somebody that I lean on a lot is an advanced sales mastermind, and her name is Heather...

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...

Retirement is on sale with annuities by 43%!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 4, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, Practice Management | 0 Comments

Many of you “Academians“ know of the 4% rule that I reference here. Some of you also know about the later-published...

GLWB Taxation (Written By Mystery Man)

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 23, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, SPIAs & DIAs, Taxes, Whitepapers | 0 Comments

A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...

The Low Interest Rate’s Impact On Caps

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 12, 2021 | Financial Professional Content, Indexed Annuities, Indexed Universal Life, Life Insurance | 0 Comments

As you may have read in my other article on this topic that can be found here, I mentioned that the average general...

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...

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

The 2.8% Withdrawal Rate Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 19, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, Practice Management, SPIAs & DIAs | 0 Comments

In 2013 Morningstar put out a report that sought to update what was once the 4% rule of thumb. There are some very...

The Bengen 4% Rule Includes Inflation Adjustments, Annuities Don’t

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 9, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, Practice Management | 0 Comments

For the rather studious financial professionals that observe my conversation around GLWBs versus the 4% Rule, they may...

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