Indexed Annuities Blogposts

Video: Market Value Adjustment (MVA) Explained

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 2, 2023 | Annuities, Financial Professional Content, Indexed Annuities, MYGAs and Traditional Fixed Annuities, Videos | 0 Comments

https://youtu.be/LuH_A5nPmoA

Video: IUL and Indexed Annuities, How Do The Companies Do It???

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 2, 2023 | Annuities, Financial Professional Content, Indexed Annuities, Indexed Universal Life, Videos | 0 Comments

https://youtu.be/xpEJsaSLjto

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

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,...

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...

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...

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...

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...

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

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...

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