SPIAs & DIAs Blogposts

Article: Charlie’s Paranoia of Product Extinction

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Broker World, GLWBs (Annuity), Indexed Annuities, News, SPIAs & DIAs, Variable Annuities | 1 Comment

BUY ANNUITIES NOW! They are better than they have ever been, and they may not be here forever, at least in their...

Case Study Video: RMDs, 401ks, IRAs, and SPIAs

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 17, 2021 | Case Studies, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, SPIAs & DIAs, Variable Annuities, Videos | 0 Comments

Below is a video where I discuss RMDs and SPIAs with IRAs as well as 401ks. There is much more to this than meets the...

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

GLWB Taxation (Written By Mystery Man)

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 23, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, SPIAs & DIAs, Taxes, Whitepapers | 0 Comments

A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...

The 2.8% Withdrawal Rate Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 19, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, Practice Management, SPIAs & DIAs | 0 Comments

In 2013 Morningstar put out a report that sought to update what was once the 4% rule of thumb. There are some very...

The Bengen 4% Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 19, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Practice Management, SPIAs & DIAs | 0 Comments

There is a lot of talk about the 4% rule. Some folks still view it as the gospel and others might view it as being...

Whitepaper: Taxes and Annuities. How Annuities are Taxed

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 19, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, Practice Management, SPIAs & DIAs, Taxes, Variable Annuities, Whitepapers | 0 Comments

A good friend of mine and somebody that I lean on a lot is an advanced sales mastermind, and her name is Heather...

Retirement Doesn’t Have To Be “The Final Countdown”

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 7, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), SPIAs & DIAs | 0 Comments

We have all been there. I just paid $12 for the “double deluxe clear coat automatic laser” car wash. Once finished...

Annuities And GLWBs: How To Clear A Room At A Christmas Party

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 6, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, SPIAs & DIAs | 0 Comments

My wife, kids and I went to a Christmas party at a friend’s house a couple years ago with about eight other families...

The History of Annuities

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 5, 2021 | Financial Professional Content, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, SPIAs & DIAs, Variable Annuities | 0 Comments

Alittle over 2,000 years ago lived Julius Caesar. This was around 50 BC. Julius Caesar of course was the...

The Absent Insurance Agent I Needed 40 Years Ago

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 22, 2020 | Financial Professional Content, GLWBs (Annuity), GUL and Fixed Life, Hybrid LTC Products, Indexed Annuities, Indexed Universal Life, Life Insurance, Motivational, MYGAs and Traditional Fixed Annuities, Practice Management, SPIAs & DIAs, Standalone-Traditional LTCI, Term Life, Variable Annuities, Variable Universal Life, Whole Life | 0 Comments

The below is actually from one of my most popular columns that I wrote for Broker World Magazine that I want to share...

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