Videos Blogposts

Webinar: 5 LTC Annuity Products Compared

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 14, 2026 | Annuities, Hybrid LTC Products, Indexed Annuities, Long-Term Care, News, Videos, Webinar Recordings | 0 Comments

https://youtu.be/8zaT5hfDSDY

Webinar: Which Annuity For Which Scenario

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 14, 2026 | Annuities, GLWBs (Annuity), Hybrid LTC Products, Indexed Annuities, Long-Term Care, News, Videos, Webinar Recordings | 0 Comments

https://youtu.be/fVZfFneyy88

Video: Equitrust Bridge Gets Enhancements!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 9, 2026 | Annuities, Indexed Annuities, Long-Term Care, News, Videos | 0 Comments

https://youtu.be/U1nAT7cSFdU

Video: IUL Real Life Performance After 10-Years

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 8, 2026 | Indexed Universal Life, Life Insurance, News, Videos | 0 Comments

People often ask, "are there any REAL LIFE long term IUL performance examples that I can see? Versus the pie in the...

Video: 18 Minutes on Long-Term Care Annuities and Life

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 30, 2025 | Annuities, Hybrid LTC Products, Life Insurance, Long-Term Care, News, Videos | 0 Comments

Below is an 18-minute video where Charlie discusses the various Long-Term Care Annuities and Life Insurance. This is a...

Video: “Can I Contribute to a Traditional IRA or Roth?”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 23, 2025 | Consumer Content, IRAs and Qualified Money, News, Retirement (Consumer), Videos | 0 Comments

In this video, Charlie talks about the rules around contributing to traditional IRAs and Roths. As well as, can you...

Video: The Rules and Math Changes Once You Hit Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2025 | Annuities, Annuities (Consumer), Consumer Content, News, Retirement (Consumer), Videos | 0 Comments

Here Charlie discusses why it is so much easier in your pre-retirement years than it is your post-retirement years...

Case Study Video: How Social Security Taxation is Arrived At

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2025 | Case Studies, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos | 0 Comments

This video discusses how one's income actually affects the amount of Social Security that is taxable. Charlie...

(Training Video): The Annuity/GLWB Conversation

by Charlie Gipple, CFP®, CLU®, ChFC® | May 30, 2025 | Annuities, GLWBs (Annuity), News, Videos | 0 Comments

If you practice this conversation and store it to memory, you will find that this will help you grow your annuity...

(Video) Roth IRA Conversions, RMDs, and Taxes in Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | May 12, 2025 | IRAs and Qualified Money, News, Taxes, Videos | 0 Comments

A lot of tax nuggets in this 7 minute video. One thing Charlie did not mention is "Qualified Charitable...

Video: Sequence of Accounts To Withdraw From

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 6, 2025 | Annuities, GLWBs (Annuity), News, Videos | 0 Comments

If you are a financial professional and would like to discuss this video with Charlie, feel free to call him....

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