Financial Professional Content Blogposts

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

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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

Have An Opinion!

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 1, 2021 | Financial Professional Content, Motivational, Practice Management | 0 Comments

A while back I was reading the Wall Street Journal and my son says, "why do you read the news so much??". I thought...

Carrier Implementation of Section 7702 Changes.

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 19, 2021 | Financial Professional Content, Indexed Universal Life, Life Insurance, Practice Management, Regulations, Whole Life | 0 Comments

As I was speaking with a few carriers recently about them signing up and contributing expertise to the Retirement...

Hybrid LTC Products: How Can The Carriers Afford It?

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 18, 2021 | Financial Professional Content, Hybrid LTC Products | 0 Comments

As I was speaking with an agent today and singing the virtues of "hybrid LTC products" and their ability to solve...

Whitepaper: “Optimizing” Whole Life Insurance

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 13, 2021 | Financial Professional Content, Life Insurance, Whitepapers, Whole Life | 0 Comments

Humans Can’t Leave Well Enough Alone Back in 2015, as I left the Victory motorcycle dealership with my brand-new...

Parties to The Annuity Contract

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 23, 2021 | Annuities, Financial Professional Content, Uncategorized | 0 Comments

I was putting together some material for basic annuity training and something I created was a breakdown on the...

The 2.8% Withdrawal Rate Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 19, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, Practice Management, SPIAs & DIAs | 0 Comments

In 2013 Morningstar put out a report that sought to update what was once the 4% rule of thumb. There are some very...

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