Regulations Blogposts

Broker World Article: Options For Being A Registered Rep And Also Selling Indexed Annuities

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2024 | Annuities, Broker World, GLWBs (Annuity), News, Practice Management, Regulations | 0 Comments

Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...

Secure 2.0 Fact Sheet

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 25, 2023 | News, Regulations | 0 Comments

The long-anticipated SECURE Act 2.0 was signed into law 3 years after the original SECURE Act! The time is NOW to...

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

Case Study: Section 7702 Changes, Before and After

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 7, 2021 | Case Studies, Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Life Insurance, Regulations, Videos, Whole Life | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

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...

Whitepaper: The Consolidated Appropriations Act of 2021

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

The consolidated Appropriations Act was a roughly 5,500 bill that was signed into law in late December 2020. The...

Brief History of Social Security

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 5, 2021 | Financial Professional Content, Practice Management, Regulations, Social Security, Taxes | 0 Comments

This is not meant to be a technical analysis of Social Security. This article is merely meant to give you a few...

Selling Life Insurance As “Investments”: Stay Out of Jail!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 31, 2021 | Financial Professional Content, Indexed Universal Life, Life Insurance, Practice Management, Regulations, Variable Universal Life, Whole Life | 0 Comments

This message is prompted by hearing about yet another agent that got herself in trouble by selling cash value life...

Good News! Changes To Section 7702

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 17, 2021 | Indexed Universal Life, Life Insurance, News, Practice Management, Regulations, Variable Universal Life, Whole Life | 0 Comments

If you get shivers down your spine in excitement like I do when you think of things like CVAT, GPT, Modified Endowment...

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