Financial Professional Content Blogposts

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...

Suggested Commission Split Structures for Agents

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 8, 2022 | News, Practice Management | 0 Comments

My dad, who was the wittiest and toughest person I ever knew, owned a construction business (underground utilities and...

Why the World Needs IMOs

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 22, 2022 | Financial Professional Content, Practice Management, Promotional | 0 Comments

Captive Versus Independent: W2 Versus 1099: Fixed Costs Versus Variable Costs Once upon a time, the...

Which Vegetable is the Best? The Apple or the Orange?

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 22, 2022 | Annuities, Financial Professional Content, Life Insurance, Long-Term Care | 0 Comments

There are a few annuity and life insurance social media groups in which I am a "group expert" in. These social...

Life Insurance With Chronic Illness Example

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 22, 2022 | Financial Professional Content, Life Insurance, Long-Term Care | 0 Comments

Some of my fondest memories as a kid have to do with being on the lake in a boat enjoying water sports. So, once I had...

Indexed Annuities are Designed To Beat Fixed Rates, Not the Stock Market

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 22, 2022 | Annuities, Financial Professional Content | 0 Comments

I have never had a client balk at my indexed annuity or indexed universal life insurance conversations when I tell...

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...

Video: Ex-Spousal Social Security Benefits (Soundbite)

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2022 | Annuities (Consumer), Consumer Content, Financial Professional Content, Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security, Social Security (Consumer), Taxes, Videos | 0 Comments

Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...

Roth IRAs: The Basics and Not-So-Basics

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 18, 2022 | Consumer Content, Financial Professional Content, Long-Term Care (Consumer), Retirement (Consumer), Taxes | 0 Comments

With the tax increases that will almost inevitably happen, the entire world is talking about Roth IRA‘s. ...

Medicaid In Plain English

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 17, 2022 | Annuities (Consumer), Consumer Content, Medicaid, Medicaid (Consumer), Special Category | 0 Comments

Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...

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