Financial Professional Content Blogposts

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...

Washington State: “We are the government and we are here to help”

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 12, 2021 | Financial Professional Content, Hybrid LTC Products, Standalone-Traditional LTCI | 0 Comments

Although many people, including me, were somewhat excited about the state of Washington mandating that Washingtonians...

Case Study: Section 7702 Changes, Before and After

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 7, 2021 | Case Studies, Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Life Insurance, Regulations, Videos, Whole Life | 0 Comments

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

Case Study: LTC, Life, and Retirement. Oh, and the Engineer!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 30, 2021 | Case Studies, Financial Professional Content, Hybrid LTC Products, Long-Term Care, Standalone-Traditional LTCI, Term Life, Videos | 0 Comments

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

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

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