Financial Professional Content Blogposts

Required Minimum Distribution Reference Guide

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers | 0 Comments

To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.

IRA Beneficiary Distribution Guide and Cheat Sheet

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers | 0 Comments

To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.

Whitepaper: Annuity Taxation

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 13, 2024 | Annuities, News, Taxes, Whitepapers | 0 Comments

Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...

Corebridge is Increasing GLWB Payout Factors Again on 6/3/2024

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Indexed Annuities, News | 0 Comments

Broker World Article: Update: Annuities Versus the 4% Rule of Thumb

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Broker World, GLWBs (Annuity), News | 0 Comments

Broker World Article: GLWB Now, Or Accumulate then Choose a GLWB or SPIA?

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Broker World, GLWBs (Annuity), Indexed Annuities, News | 0 Comments

Article: Charlie’s Paranoia of Product Extinction

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Broker World, GLWBs (Annuity), Indexed Annuities, News, SPIAs & DIAs, Variable Annuities | 1 Comment

BUY ANNUITIES NOW! They are better than they have ever been, and they may not be here forever, at least in their...

Social Security Analysis: Layering Versus Bucketing

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 23, 2024 | Broker World, News, Social Security, Taxes, Whitepapers | 0 Comments

Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...

Video: A Couple of Social Security Tips

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 22, 2024 | Consumer Content, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos | 0 Comments

In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...

Video: Irrevocable Life Insurance Trusts, Estate Planning, Gifting, and Crummey Provisions

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 5, 2024 | Estate Planning, Indexed Universal Life, Life Insurance, News, Videos | 0 Comments

https://youtu.be/ph9YPrhi_mY

Video: Stop The Madness!!! Annuity “Doublers” Are Not LTC!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 5, 2024 | Annuities, GLWBs (Annuity), Indexed Annuities, Long-Term Care, News, Videos | 2 Comments

https://youtu.be/TaDzfgBHOBc?si=WTETX-KwbRuZnkRf

Webinar: Roleplaying the Post Social Security Seminar Meeting. Discussing Social Security and the Retirement Income Plan

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 3, 2024 | Annuities, Case Studies, GLWBs (Annuity), Indexed Annuities, News, Practice Management, Seminars, Social Security, Taxes, Videos, Webinar Recordings | 0 Comments

This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...

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