Financial Professional Content Blogposts

Video: What is Medicaid Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 25, 2022 | Estate Planning, Financial Professional Content, Medicaid, Videos | 0 Comments

https://youtu.be/5m9zbO2AcD8

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

Webinar Recording: Technology Ideas for Your Agency

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Financial Professional Content, Practice Management, Technology, Videos, Webinar Recordings | 0 Comments

https://youtu.be/2VXuEXFqJlE

Webinar Recording: Protecting Your Assets from Creditors, Taxes, and Lawsuits

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Creditor Protection, Financial Professional Content, Videos, Webinar Recordings | 0 Comments

https://youtu.be/2RNECIm3-iU

Webinar Recording: Medicaid Case Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Annuities, Estate Planning, Medicaid, News, Videos, Webinar Recordings | 0 Comments

https://youtu.be/01goD6KtHeE

Client Webinar Recording: Addressing Long-Term Care Expenses in Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2022 | Annuities, Estate Planning, Financial Professional Content, Hybrid LTC Products, Life Insurance, Long-Term Care, Standalone-Traditional LTCI, Taxes, Videos, Webinar Recordings | 0 Comments

This was a nationwide webinar that Charlie did for the clients of CG Financial Group's agents....

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

Staying Calm While Others are Panicking

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 17, 2022 | Financial Professional Content, Practice Management | 0 Comments

Many years ago I had a 6:00 am Southwest flight out of Omaha to Phoenix. I was dead tired because I had to wake up at...

Video: Real Estate Taxation and the Overall Impact

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 15, 2022 | Financial Professional Content, Taxes, Videos | 0 Comments

Below is five-minute video that discusses a case I had recently where I discussed the tax treatment of a home sale and...

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...

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