Technology Blogposts

Webinar: Retirement Income Plan Case Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 27, 2024 | Annuities, Case Studies, Financial Professional Webinars, Long-Term Care, News, Social Security, Technology, Videos, Webinar Recordings | 0 Comments

https://youtu.be/4HJLMSeq3lE

Video: Quoting Life Insurance For a Heavier “Build”

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 17, 2023 | Indexed Universal Life, Life Insurance, News, Technology, Term Life, Variable Universal Life, Videos | 0 Comments

https://youtu.be/mmiBH8bLKoQ

Video: Demo of Annuity E-Application. IT’S EASY!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 12, 2023 | Annuities, Indexed Annuities, News, Technology, Videos | 0 Comments

Video: Monte Carlo Simulations and Annuities

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 1, 2023 | Annuities, Financial Professional Content, Technology, Videos | 0 Comments

How does Monte Carlo work? How can you SIMPLY explain the method to the madness with clients? What if Monte Carlo...

Video: What is Monte Carlo Analysis (And JourneyGuide)???

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 3, 2023 | Annuities, GLWBs (Annuity), Long-Term Care, MYGAs and Traditional Fixed Annuities, News, Social Security, Technology, Videos | 0 Comments

In this video, Charlie explains exactly what Monte Carlo simulations are and why they are powerful. He also explains...

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: Social Security, Annuity, and LTC Software That Will Change Your Life

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 27, 2022 | News, Technology, Videos, Webinar Recordings | 0 Comments

Access Recording Below https://youtu.be/VKL3yIc1FGE NOTICE!!! THE CG FINANCIAL GROUP AGENT PORTAL WILL BE LIVE IN LATE...

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

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...

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...

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

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