Life Insurance Blogposts

Video: Whole Life and the Impact of PUAs

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 5, 2023 | Life Insurance, News, Whole Life | 0 Comments

This video demonstrates the impact of PUAs in the cash value of a whole life policy. https://youtu.be/iYLWgSYHkA0

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: Whole Life Direct Recognition Versus Non-Direct Recognition

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 6, 2023 | Life Insurance, News, Videos, Whole Life | 0 Comments

https://youtu.be/qS3RegA1jc4

Risk Premium: Applying Economic Principles (and common sense) to Indexed Annuity and IUL Illustrated Rates.

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 31, 2023 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Videos | 0 Comments

https://youtu.be/TVjOOG96Xsw

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

Rollovers, Transfers, and 1035 Exchanges: Don’t Assume You Already Know

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 20, 2023 | Annuities, Broker World, Life Insurance, MYGAs and Traditional Fixed Annuities, News, Practice Management, Taxes | 0 Comments

A client of mine calls me up and says, “my CPA says (oh boy, here we go) that I should have gotten a 1099R for my...

Charlie’s Broker World Article: Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????

by Charlie Gipple, CFP®, CLU®, ChFC® | May 4, 2023 | Annuities, Broker World, Life Insurance, News | 0 Comments

Video: Dropping Caps, Are IUL Companies Ripping off Consumers?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 24, 2023 | Indexed Universal Life, Life Insurance, News | 0 Comments

This is regarding new business issued today. This is a different topic than the treatment of existing policies and the...

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...

(Webinar) Charlie’s Favorite Annuities, Life, and LTC (6-15-2023)

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 16, 2023 | Annuities, Financial Professional Content, Life Insurance, Long-Term Care, Videos, Webinar Recordings | 0 Comments

https://youtu.be/78eFxZ7lEQE

Now Offering Penn Mutual!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 28, 2023 | Life Insurance, News, Whole Life | 0 Comments

Financial Professionals!!! CG Financial Group is excited to announce the addition of Penn Mutual. You can now offer...

Webinar 02/23/2023 at 11:00 CST – Noon! Charlie’s Favorite Life Insurance Products and Companies, And Why.

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2023 | Life Insurance, News, Webinar Recordings | 0 Comments

Although Charlie's "Favorite" is dependent upon the client situation, there are products that often rise to the top...

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