Financial Professional Content Blogposts

Behavioral Economics: Three Nobel Laureates Can’t Be Wrong!

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 4, 2021 | Behavioral Finance, Financial Professional Content, Practice Management | 0 Comments

I have been preaching the virtues of behavioral economics for over 15 years, since the Dotcom bust confirmed to me...

The Pandemic That Killed The Communicator

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 4, 2021 | Behavioral Finance, Financial Professional Content, Marketing and Prospecting, Practice Management, Presentation Skills | 0 Comments

Trillions of dollars of lost productivity. This pandemic has led to immeasurable harm to our industry and our economy....

Why “Overfund” A Life Insurance Policy?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 3, 2021 | Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Life Insurance, Variable Universal Life, Whole Life | 0 Comments

As my company trains scores and scores of financial professionals every month on permanent life insurance, we...

Whitepaper: Indexed Products: How The Watch is Built

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 3, 2021 | Financial Professional Content, Indexed Annuities, Indexed Universal Life, Whitepapers | 0 Comments

Topics discussed in whitepaper: Difference between UL and IULDifference between IUL and Whole LifeUnique actuarial...

Six Marketing Steps to Creating a “21st Century Agency”

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 3, 2021 | Financial Professional Content, Marketing and Prospecting, Motivational, Practice Management | 0 Comments

Whether one is brand new to our industry or a veteran looking to optimize his/her practice, the below may be useful...

The Difference Between Universal Life and Indexed Universal Life

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 2, 2021 | Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Life Insurance | 0 Comments

The major difference between current assumption universal life insurance and IUL is what the carrier does with the...

Don’t Assume Your Prospects Understand Life Insurance

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 2, 2021 | Financial Professional Content, Life Insurance, Practice Management | 0 Comments

Last year I decided to buy my two sons (8 and 11 years old) and myself motocross dirt bikes. My intention was to find...

Career Advice: Sometimes “Risky” is safe and “Safe” is risky

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 2, 2021 | Financial Professional Content, Motivational, Practice Management | 0 Comments

We all hit a point in our career where the road branches out and we have to make a decision. Those decisions are...

The First Indexed Product

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 2, 2021 | Annuities, Financial Professional Content, Indexed Annuities | 0 Comments

1995: Necessity is the Mother of Invention The annuity business (not life insurance) is where indexed products were...

If you aim small, you miss small.

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 2, 2021 | Financial Professional Content, Motivational, Practice Management | 0 Comments

A hobby I inherited from my father is shooting precision rifles and handguns. Decades ago, when my brother and I were...

Selling Life Insurance As “Investments”: Stay Out of Jail!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 31, 2021 | Indexed Universal Life, Life Insurance, News, Practice Management, Regulations, Variable Universal Life, Whole Life | 0 Comments

This message is prompted by hearing about yet another agent that got herself in trouble by selling cash value life...

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