Videos Blogposts

Video: Do Some Carriers Play Games With Caps???

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 28, 2024 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Videos | 0 Comments

https://youtu.be/Rk-IbPRHbFM

Webinar Recording: One America, Efficient LTC Planning, Using a Client’s Assets for LTC Coverage

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 12, 2024 | Annuities, Hybrid LTC Products, Long-Term Care, News, Standalone-Traditional LTCI, Videos, Webinar Recordings, Whole Life | 0 Comments

https://youtu.be/W0pS6vralyU

Video: The Three Types of Long-Term Care (in 3 minutes)

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 11, 2024 | Long-Term Care, News, Videos | 0 Comments

https://youtu.be/ZlQwDfaXbKE

Webinar Recording: One America, Efficient LTC Planning: Using a client’s Assets for LTC coverage

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 11, 2024 | Long-Term Care, News, Videos, Webinar Recordings | 0 Comments

https://youtu.be/un_4MStFCOQ

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

Webinar: Decedent IRA Rules and Products to Use

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 26, 2024 | Annuities, Financial Professional Webinars, News, Taxes, Videos, Webinar Recordings | 0 Comments

This webinar was conducted June 13th 2024. Description: THERE IS $25 BILLION IN IRA AND DEFINED CONTRIBUTION MONEY, OF...

Video: A Couple of Social Security Tips

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 22, 2024 | Consumer Content, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos | 0 Comments

In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...

Video: Irrevocable Life Insurance Trusts, Estate Planning, Gifting, and Crummey Provisions

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 5, 2024 | Estate Planning, Indexed Universal Life, Life Insurance, News, Videos | 0 Comments

https://youtu.be/ph9YPrhi_mY

Video: Stop The Madness!!! Annuity “Doublers” Are Not LTC!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 5, 2024 | Annuities, GLWBs (Annuity), Indexed Annuities, Long-Term Care, News, Videos | 2 Comments

https://youtu.be/TaDzfgBHOBc?si=WTETX-KwbRuZnkRf

Webinar: Roleplaying the Post Social Security Seminar Meeting. Discussing Social Security and the Retirement Income Plan

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 3, 2024 | Annuities, Case Studies, GLWBs (Annuity), Indexed Annuities, News, Practice Management, Seminars, Social Security, Taxes, Videos, Webinar Recordings | 0 Comments

This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...

Video: What is KaiZen?

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 2, 2024 | Indexed Universal Life, Life Insurance, News, Premium Financing, Videos | 0 Comments

https://youtu.be/3svBirW93NA

Webinar: Tax Time is Here: Understanding the Tax Return (1040)

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 17, 2024 | Estate Planning, News, Taxes, Videos, Webinar Recordings | 0 Comments

https://youtu.be/nP9TijmDlVU

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