Financial Professional Content Blogposts

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...

Kai-Zen Webinar April of 2022

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 3, 2024 | Indexed Universal Life, Life Insurance, News, Premium Financing, Webinar Recordings | 0 Comments

https://youtu.be/FOoW6mJXIek

Kai-Zen Premium Financing Video

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 3, 2024 | Indexed Universal Life, News, Premium Financing | 0 Comments

Kai-Zen is a great premium financing program whereas for every dollar the client puts in, the Kai-Zen banks contribute...

Breaking News!!! Athene has Increased Commission on 4-1-24

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 3, 2024 | Annuities, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, News | 0 Comments

Video: What is KaiZen?

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 2, 2024 | Indexed Universal Life, Life Insurance, News, Premium Financing, Videos | 0 Comments

https://youtu.be/3svBirW93NA

Broker World Article: Charlie’s “Three Bucket” Approach to Explaining Fixed Annuities

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 24, 2024 | Annuities, Broker World, GLWBs (Annuity), Indexed Annuities, News | 0 Comments

Broker World Article: Rethinking Seminar Prospecting

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 24, 2024 | Broker World, News, Practice Management, Seminars | 0 Comments

Webinar: Tax Time is Here: Understanding the Tax Return (1040)

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 17, 2024 | Estate Planning, News, Taxes, Videos, Webinar Recordings | 0 Comments

https://youtu.be/nP9TijmDlVU

Broker World Article: Options For Being A Registered Rep And Also Selling Indexed Annuities

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2024 | Annuities, Broker World, GLWBs (Annuity), News, Practice Management, Regulations | 0 Comments

Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...

Broker World Article: Annuity Suitability: The Method to the Madness

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 24, 2024 | Annuities, Broker World, GLWBs (Annuity), News | 0 Comments

Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...

Weight Loss Drugs and Life Insurance Underwriting

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 24, 2024 | Life Insurance, News, Underwriting | 0 Comments

When you, the agent, work with CG Financial Group, you don't have to "guess" how the life insurance carrier...

Video: Indirect Rollovers, Direct Rollovers, and Direct Transfers

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 11, 2024 | Annuities, Indexed Annuities, IRAs and Qualified Money, News, Taxes, Videos | 0 Comments

https://youtu.be/utTPTGT_sZE?si=ktyxXoZ4XUH0Wpdc

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7629 Silverstone Ct.
Johnston, IA 50131

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