Financial Professional Content Blogposts

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...

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...

Guaranteed Streams of Income Make You Happier

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 24, 2021 | Annuities, Annuities (Consumer), Consumer Content, Financial Professional Content, GLWBs (Annuity), Retirement (Consumer) | 0 Comments

It was a beautiful day, and because it was a weekday morning with no boats on the water - except for us - the water...

Opinion: If They Aren’t “Listening”, Then Run

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 19, 2021 | Financial Professional Content, Marketing and Prospecting, Practice Management | 0 Comments

Here is a quick random thought that I posted in one of my social media groups that got a lot of attention. Much of...

The Power of Financial Plans: My Awakening

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 15, 2021 | Estate Planning, Financial Professional Content, Practice Management, Running an Agency, Technology | 0 Comments

About 15 years ago I had a “career awakening” moment. I was with ING life insurance at the time and was a Regional...

Retirement is on sale with annuities by 43%!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 4, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, Practice Management | 0 Comments

Many of you “Academians“ know of the 4% rule that I reference here. Some of you also know about the later-published...

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

Why Your Annuity Trumpet Should Get Louder As Interest Rates Decrease

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 27, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, Practice Management | 0 Comments

I know the title of this article seems contrary to what you would think but hear me out as I discuss the “relativity...

Everything is So Expensive!!! Good News and Bad News

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 14, 2021 | Consumer Content, Financial Professional Content, Practice Management, Retirement (Consumer) | 0 Comments

Three items in this quick article: 1. Brisket Inflation. 2. Social Security "Pay Raises" 3. Omaha, Ne Social Security...

Agents should be excited about the pig and the Python!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 12, 2021 | Financial Professional Content, Motivational, Practice Management | 0 Comments

For all of us in financial services and those that plan on being around for the next several years, there are great...

« 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.