Financial Professional Content Blogposts

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: 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

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...

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

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...

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...

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

Broker World Article: Rethinking Seminar Prospecting

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

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

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

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

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

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