Financial Professional Content Blogposts

Suggested Commission Sharing/Split Structures

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 26, 2021 | Financial Professional Content, Practice Management, Running an Agency | 0 Comments

Many times a "junior agent" might seek to partner with a veteran agent. The reasons for this partnership are obvious;...

GLWB Taxation (Written By Mystery Man)

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 23, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, SPIAs & DIAs, Taxes, Whitepapers | 0 Comments

A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...

Marketing: When Protein Powder is not just “Protein Powder”

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 14, 2021 | Financial Professional Content, Marketing and Prospecting, Practice Management | 0 Comments

A while back as I was preparing to go to the gym, I made myself a protein shake. For whatever reason, I actually read...

Embrace Your Scars

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 14, 2021 | Financial Professional Content, Motivational, Practice Management | 0 Comments

At 43 years old I am no longer a young puppy. I remember being a 20-something in the business wishing that I could be...

Case Study: Decedent IRA, Or Not

by Charlie Gipple, CFP®, CLU®, ChFC® | May 30, 2021 | Annuities, Case Studies, Financial Professional Content, Videos | 0 Comments

Below is a case study video that happened this week Feel free to discuss below in the "comments".

Whitepaper: Women and Social Security

by Charlie Gipple, CFP®, CLU®, ChFC® | May 8, 2021 | Financial Professional Content, Practice Management, Social Security, Social Security (Consumer), Whitepapers | 0 Comments

Case Study: 1035ing into an already existing IUL

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 30, 2021 | Case Studies, Financial Professional Content, Indexed Universal Life, Life Insurance, Videos | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

Case Study: Lifetime Income for 51-Year-Old

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 30, 2021 | Annuities, Case Studies, Financial Professional Content, Videos | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

Capital Gains Taxes of 43.4%??? Should I Sell My Stocks?

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 23, 2021 | Practice Management, Taxes | 0 Comments

Two days ago I made the video you will see at the bottom of this post that verbally lays out what Bloomberg put out...

Quiz: History of Annuities

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 13, 2021 | Quiz | 0 Comments

[watupro 2]

Smoked Brisket, Google, and Reading Your Clients’ Minds

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 11, 2021 | Financial Professional Content, Life Insurance, Marketing and Prospecting, Practice Management, Technology | 0 Comments

A snapshot of Charlie’s mind: Smoked Brisket During the peak of the Covid 19 pandemic where we were all looking...

Whitepaper: 7 Practical Tips to Creating Tax-Efficient Retirement Income

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 9, 2021 | Financial Professional Content, Practice Management, Taxes, Whitepapers | 0 Comments

Here is a great whitepaper with 7 tips on helping your clients create Tax-Efficient Retirement Income

« 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.