Financial Professional Content Blogposts

LTC Annuities: A “Low-Friction” LTC Sale

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 10, 2022 | Annuities, Financial Professional Content, Hybrid LTC Products, Long-Term Care, Standalone-Traditional LTCI | 0 Comments

As I discuss this particular product type as being a "low friction" LTC sale, I do not want the reader to gather that...

Sequence of Returns and Sequence of Inflation Risks

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 22, 2022 | Annuities, Financial Professional Content, Indexed Annuities, Practice Management | 0 Comments

This article is a bit of a preface to an article I am making for you that will come out next month. That article will...

What your clients want to know

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 29, 2021 | Financial Professional Content, Heather Schreiber, Practice Management, Whitepapers | 0 Comments

Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.

Video: My Story of Mt. Everest

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Annuities, Consumer Content, Financial Professional Content, Retirement (Consumer), Videos | 0 Comments

https://youtu.be/QSYBOEWymFY

5 Tax Considerations Before January 1

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Consumer Content, Financial Professional Content, Retirement (Consumer), Taxes | 0 Comments

It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of...

Follow the Science!!! Financial Plans

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 20, 2021 | Financial Professional Content, Practice Management, Running an Agency, Technology | 0 Comments

“Follow the Science”!!! Yes, we have heard this a lot over the last few years from both sides of the aisle. Because...

“Opportunity For Improvement” In Independent Distribution

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 8, 2021 | Financial Professional Content, Practice Management, Running an Agency | 0 Comments

I have written before about my son, Matthew, who is the most creative kid I have ever seen. So, I will start this...

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...

Your Top 6 Questions About Social Security Benefits – Answered

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 27, 2021 | Consumer Content, Financial Professional Content, Retirement (Consumer) | 0 Comments

When am I eligible to file for Social Security Benefits?You’re eligible to file for Social Security benefits once you...

Case Study Video: Life Insurance For an 86-Year-Old?

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 27, 2021 | Case Studies, Financial Professional Content, GUL and Fixed Life, Life Insurance, Term Life, Videos | 0 Comments

Below is where I discuss insuring an 86 year old as well as what Term options are available for older folks...

Case Study Video: RMDs, 401ks, IRAs, and SPIAs

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 17, 2021 | Case Studies, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, SPIAs & DIAs, Variable Annuities, Videos | 0 Comments

Below is a video where I discuss RMDs and SPIAs with IRAs as well as 401ks. There is much more to this than meets the...

The Need For General Contractors

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 6, 2021 | Financial Professional Content, Marketing and Prospecting, Practice Management, Running an Agency | 0 Comments

Recently my entire neighborhood here in Iowa was hammered by a storm that came with baseball sized hail. My roof was...

« 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.