Financial Professional Content Blogposts

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...

Broker World: Options for Decedent IRAs and Inherited NQ Money

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 28, 2023 | Annuities, Broker World, News, Taxes | 1 Comment

You can also check out this "Quick Reference Guide" in regards to what Charlie discusses in this article. Click here.

Broker World Article: Life, This is Only My First Time

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 6, 2023 | Broker World, Motivational, News | 0 Comments

Remember, to navigate through the pages, just click the arrow at the bottom of the document.

Video: 2024’s New Tax Brackets and Charlie’s Thoughts on Taxes

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 5, 2023 | News, Taxes | 0 Comments

https://youtu.be/PzT-67sRAY0?si=7WZZGaZnBf2ovOWA

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

Broker World Article: Literal Language Versus Practical Language. The Client’s Perception Is Our Reality

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 21, 2023 | Broker World, News, Practice Management | 0 Comments

Article is below. Remember, to click through the pages, use the arrows at the bottom of the document.

2024’s Tax Numbers for Financial Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 5, 2023 | News, Taxes | 0 Comments

A great piece put out by Kaplan for you to use in 2024. Remember, to navigate to the second page, click the arrows at...

FL, KS, OR, TN, and WA Adopt Best Interest Training Requirements For Annuity Sales

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 5, 2023 | Annuities, News | 0 Comments

As of this writing (12/05/2023), below is a list of states that have adopted the "Best Interest Standard" rule. What...

Webinar Recording: Estate Planning Series Part 1: Intro to Estate Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 8, 2023 | Estate Planning, News, Taxes, Videos, Webinar Recordings | 0 Comments

https://youtu.be/Jm3WRLPxCnI

Video: Capital Loss Harvesting and General Taxation Knowledge

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 5, 2023 | News, Taxes, Videos | 0 Comments

https://youtu.be/DKyu_s-wRRs

Estate Planning Ideas and Reasons to “Gift” Now

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 14, 2023 | Consumer Content, Estate Planning, Estate Planning (Consumer), News | 0 Comments

This article is meant to give just a couple of quick updates on gift and estate tax limits that have recently been...

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