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

« Older Entries

You should be getting our emails! If not, register below...

Address and Phone

CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131

515-986-3065

Email

info@cgfinancialgroupllc.com

Are You a Financial Professional? Subscribe to Our Weekly Emails That Have Top-Notch Ideas, News, and Updates.

Join our mailing list to receive the latest ideas, news, and updates.

You have Successfully Subscribed!

By Submitting this form, you are consenting to receive marketing emails from CG Financial Group. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe link, found at the bottom of every email. Emails are services by Constant Contact.