Practice Management Blogposts

Rollovers, Transfers, and 1035 Exchanges: Don’t Assume You Already Know

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 20, 2023 | Annuities, Broker World, Life Insurance, MYGAs and Traditional Fixed Annuities, News, Practice Management, Taxes | 0 Comments

A client of mine calls me up and says, “my CPA says (oh boy, here we go) that I should have gotten a 1099R for my...

ChatGPT Writes an Article For My Website

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 8, 2023 | News, Practice Management | 0 Comments

https://youtu.be/19cuJDXjkVw

News: CA Agents!!! Display License Number On Emails

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 11, 2022 | News, Practice Management | 0 Comments

Starting January 1, 2023, the state of California requires that producers display their license number in the emails...

The Best Time to Use a CRM Was 20-Years Ago, But the Second Best Time is NOW…

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 27, 2022 | Financial Professional Content, Practice Management, Technology | 0 Comments

I know, I know! That is not exactly how the old Chinese proverb went, but it was something like that! It...

Webinar Recording: Technology Ideas for Your Agency

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Financial Professional Content, Practice Management, Technology, Videos, Webinar Recordings | 0 Comments

https://youtu.be/2VXuEXFqJlE

Staying Calm While Others are Panicking

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 17, 2022 | Financial Professional Content, Practice Management | 0 Comments

Many years ago I had a 6:00 am Southwest flight out of Omaha to Phoenix. I was dead tired because I had to wake up at...

Suggested Commission Split Structures for Agents

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 8, 2022 | Financial Professional Content, Practice Management | 0 Comments

My dad, who was the wittiest and toughest person I ever knew, owned a construction business (underground utilities and...

Why the World Needs IMOs

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 22, 2022 | Financial Professional Content, Practice Management, Promotional | 0 Comments

Captive Versus Independent: W2 Versus 1099: Fixed Costs Versus Variable Costs Once upon a time, the...

Reasons To Sharpen Your Estate Planning Axe

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 10, 2022 | Estate Planning, Financial Professional Content, Practice Management | 0 Comments

The Pig Through the Python Lately I have been conducting trainings for the agents of CG Financial Group on Estate...

Sequence of Returns and Sequence of Inflation Risks

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 22, 2022 | Annuities, Financial Professional Content, Indexed Annuities, Practice Management | 0 Comments

This article is a bit of a preface to an article I am making for you that will come out next month. That article will...

What your clients want to know

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 29, 2021 | Financial Professional Content, Heather Schreiber, Practice Management, Whitepapers | 0 Comments

Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.

Follow the Science!!! Financial Plans

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 20, 2021 | Financial Professional Content, Practice Management, Running an Agency, Technology | 0 Comments

“Follow the Science”!!! Yes, we have heard this a lot over the last few years from both sides of the aisle. Because...

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