Practice Management Blogposts

Suggested Commission Split Structures for Agents

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

I (Charlie) have been doing a lot of "commission splitting" lately. This is where I will do 3-way zoom calls with you...

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...

“Opportunity For Improvement” In Independent Distribution

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 8, 2021 | Financial Professional Content, Practice Management, Running an Agency | 0 Comments

I have written before about my son, Matthew, who is the most creative kid I have ever seen. So, I will start this...

The Power of Financial Plans: My Awakening

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 15, 2021 | Estate Planning, Financial Professional Content, Practice Management, Running an Agency, Technology | 0 Comments

About 15 years ago I had a “career awakening” moment. I was with ING life insurance at the time and was a Regional...

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...

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.

The Need For General Contractors

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 6, 2021 | Financial Professional Content, Marketing and Prospecting, Practice Management, Running an Agency | 0 Comments

Recently my entire neighborhood here in Iowa was hammered by a storm that came with baseball sized hail. My roof was...

Retirement is on sale with annuities by 43%!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 4, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, Practice Management | 0 Comments

Many of you “Academians“ know of the 4% rule that I reference here. Some of you also know about the later-published...

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...

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...

Opinion: If They Aren’t “Listening”, Then Run

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 19, 2021 | Financial Professional Content, Marketing and Prospecting, Practice Management | 0 Comments

Here is a quick random thought that I posted in one of my social media groups that got a lot of attention. Much of...

Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 4, 2021 | Behavioral Finance, Estate Planning, Financial Professional Content, GLWBs (Annuity), GUL and Fixed Life, Indexed Annuities, Indexed Universal Life, Marketing and Prospecting, Motivational, MYGAs and Traditional Fixed Annuities, Practice Management, Presentation Skills, Regulations, SPIAs & DIAs, Taxes, Technology, Term Life, Variable Annuities, Variable Universal Life, Videos, Webinar Recordings, Whole Life | 0 Comments

https://youtu.be/-35y7puOu1Y

« Older Entries

Next Entries »

You should be getting our emails! If not, register below...

Address and Phone

CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131

515-986-3065

Email

info@cgfinancialgroupllc.com

Are You a Financial Professional? Subscribe to Our Weekly Emails That Have Top-Notch Ideas, News, and Updates.

Join our mailing list to receive the latest ideas, news, and updates.

You have Successfully Subscribed!

By Submitting this form, you are consenting to receive marketing emails from CG Financial Group. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe link, found at the bottom of every email. Emails are services by Constant Contact.