Indexed Universal Life Blogposts

Video: The Truth About Volatility Control Indexes

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 16, 2024 | Annuities, Financial Professional Webinars, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Videos, Webinar Recordings | 0 Comments

Note: In the example, i was using today's participation rates and plugging them into the performance over the last...

Video: Do Some Carriers Play Games With Caps???

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 28, 2024 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Videos | 0 Comments

https://youtu.be/Rk-IbPRHbFM

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

Kai-Zen Webinar April of 2022

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 3, 2024 | Indexed Universal Life, Life Insurance, News, Premium Financing, Webinar Recordings | 0 Comments

https://youtu.be/FOoW6mJXIek

Kai-Zen Premium Financing Video

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 3, 2024 | Indexed Universal Life, News, Premium Financing | 0 Comments

Kai-Zen is a great premium financing program whereas for every dollar the client puts in, the Kai-Zen banks contribute...

Video: What is KaiZen?

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 2, 2024 | Indexed Universal Life, Life Insurance, News, Premium Financing, Videos | 0 Comments

https://youtu.be/3svBirW93NA

A Simple Way To Analyze Volatility Control Strategies

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 21, 2023 | Annuities, Broker World, Indexed Annuities, Indexed Universal Life, News | 0 Comments

Below is one of Charlie's monthly columns for Broker World. To navigate to the various pages, click the arrows at the...

Video: Quoting Life Insurance For a Heavier “Build”

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 17, 2023 | Indexed Universal Life, Life Insurance, News, Technology, Term Life, Variable Universal Life, Videos | 0 Comments

https://youtu.be/mmiBH8bLKoQ

Structured Annuities: How The Watch Is Built

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 20, 2023 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Variable Annuities, Whitepapers | 0 Comments

Here is a video explaining the method to the madness of "Structured Annuities". Ignore the numbers as Charlie merely...

Indexed Products: How The Watch Is Built

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 28, 2023 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Whitepapers | 0 Comments

First off, if you like this whitepaper, feel free to register for our "Agent Portal" that has a couple hundred videos,...

Video: GLWBs and ROTH IRA Conversions: Which Value is the Tax Based On?

by Charlie Gipple, CFP®, CLU®, ChFC® | May 8, 2023 | Indexed Universal Life, IRAs and Qualified Money, News, Videos | 0 Comments

https://youtu.be/IcV9owmx68M

Charlie’s Broker World Article on Annuity Pricing, Life Pricing, and Replacing Clients’ Old Annuities To Get New and Better Caps

by Charlie Gipple, CFP®, CLU®, ChFC® | May 3, 2023 | Annuities, Broker World, Indexed Annuities, Indexed Universal Life, News | 0 Comments

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