Practice Management Blogposts

Why Your Annuity Trumpet Should Get Louder As Interest Rates Decrease

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 27, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, Practice Management | 0 Comments

I know the title of this article seems contrary to what you would think but hear me out as I discuss the “relativity...

Everything is So Expensive!!! Good News and Bad News

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 14, 2021 | Consumer Content, Financial Professional Content, Practice Management, Retirement (Consumer) | 0 Comments

Three items in this quick article: 1. Brisket Inflation. 2. Social Security "Pay Raises" 3. Omaha, Ne Social Security...

Agents should be excited about the pig and the Python!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 12, 2021 | Financial Professional Content, Motivational, Practice Management | 0 Comments

For all of us in financial services and those that plan on being around for the next several years, there are great...

Suggested Commission Sharing/Split Structures

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 26, 2021 | Financial Professional Content, Practice Management, Running an Agency | 0 Comments

Many times a "junior agent" might seek to partner with a veteran agent. The reasons for this partnership are obvious;...

Marketing: When Protein Powder is not just “Protein Powder”

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 14, 2021 | Financial Professional Content, Marketing and Prospecting, Practice Management | 0 Comments

A while back as I was preparing to go to the gym, I made myself a protein shake. For whatever reason, I actually read...

Embrace Your Scars

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 14, 2021 | Financial Professional Content, Motivational, Practice Management | 0 Comments

At 43 years old I am no longer a young puppy. I remember being a 20-something in the business wishing that I could be...

Whitepaper: Women and Social Security

by Charlie Gipple, CFP®, CLU®, ChFC® | May 8, 2021 | Financial Professional Content, Practice Management, Social Security, Social Security (Consumer), Whitepapers | 0 Comments

Capital Gains Taxes of 43.4%??? Should I Sell My Stocks?

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 23, 2021 | Practice Management, Taxes | 0 Comments

Two days ago I made the video you will see at the bottom of this post that verbally lays out what Bloomberg put out...

Smoked Brisket, Google, and Reading Your Clients’ Minds

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 11, 2021 | Financial Professional Content, Life Insurance, Marketing and Prospecting, Practice Management, Technology | 0 Comments

A snapshot of Charlie’s mind: Smoked Brisket During the peak of the Covid 19 pandemic where we were all looking...

Whitepaper: 7 Practical Tips to Creating Tax-Efficient Retirement Income

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 9, 2021 | Financial Professional Content, Practice Management, Taxes, Whitepapers | 0 Comments

Here is a great whitepaper with 7 tips on helping your clients create Tax-Efficient Retirement Income

Have An Opinion!

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 1, 2021 | Financial Professional Content, Motivational, Practice Management | 0 Comments

A while back I was reading the Wall Street Journal and my son says, "why do you read the news so much??". I thought...

Carrier Implementation of Section 7702 Changes.

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 19, 2021 | Financial Professional Content, Indexed Universal Life, Life Insurance, Practice Management, Regulations, Whole Life | 0 Comments

As I was speaking with a few carriers recently about them signing up and contributing expertise to the Retirement...

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