Indexed Universal Life Blogposts

Mythbusting Video: “The Carrier Keeps My Cash Value If I Die”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Financial Professional Content, Indexed Universal Life, Life Insurance, Videos, Whole Life | 0 Comments

https://youtu.be/pTWKbFz648Q

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,...

VIDEO: What is “Target Premium?”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 15, 2022 | Financial Professional Content, Indexed Universal Life, Life Insurance, Videos | 0 Comments

https://youtu.be/aU_ub4_5f20

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 “Overfund” Life Insurance

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 9, 2022 | Financial Professional Content, Indexed Universal Life, Life Insurance, Whole Life | 0 Comments

As my company trains scores and scores of financial professionals every month on permanent life insurance, we...

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: Two IUL Illustrations, Two Completely Different “Minimum DBs”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 5, 2021 | Case Studies, Financial Professional Content, Indexed Universal Life, Life Insurance, Videos | 0 Comments

This is a case study video where I was helping an agent figure out why the minimum DBs where so much different on the...

Case Study Video: Estate Planning with an ILIT

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 2, 2021 | Case Studies, Estate Planning, Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Term Life, Variable Universal Life, Videos, Whole Life | 0 Comments

Below is a case study video on a friend/client of mine that recently had a $10 million buyout from a Private Equity...

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

Case Study: Section 7702 Changes, Before and After

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 7, 2021 | Case Studies, Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Life Insurance, Regulations, Videos, Whole Life | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

Case Study: 1035ing into an already existing IUL

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 30, 2021 | Case Studies, Financial Professional Content, Indexed Universal Life, Life Insurance, Videos | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

Carrier Implementation of Section 7702 Changes.

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 19, 2021 | Financial Professional Content, Indexed Universal Life, Life Insurance, Practice Management, Regulations, Whole Life | 0 Comments

As I was speaking with a few carriers recently about them signing up and contributing expertise to the Retirement...

« Older Entries

Next 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

[email protected]

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.