Videos Blogposts

Webinar Recording: Protecting Your Assets from Creditors, Taxes, and Lawsuits

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Creditor Protection, Financial Professional Content, Videos, Webinar Recordings | 0 Comments

https://youtu.be/2RNECIm3-iU

VIDEO: What is “Target Premium?”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 15, 2022 | Financial Professional Content, Indexed Universal Life, Life Insurance, Videos | 0 Comments

https://youtu.be/aU_ub4_5f20

Video: My Story of Mt. Everest

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Annuities, Consumer Content, Financial Professional Content, Retirement (Consumer), Videos | 0 Comments

https://youtu.be/QSYBOEWymFY

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: Medicaid Case Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Annuities, Estate Planning, Medicaid, News, Videos, Webinar Recordings | 0 Comments

https://youtu.be/01goD6KtHeE

Video: Real Estate Taxation and the Overall Impact

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 15, 2022 | Financial Professional Content, Taxes, Videos | 0 Comments

Below is five-minute video that discusses a case I had recently where I discussed the tax treatment of a home sale and...

Case Study Video: Two IUL Illustrations, Two Completely Different “Minimum DBs”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 5, 2021 | Case Studies, Financial Professional Content, Indexed Universal Life, Life Insurance, Videos | 0 Comments

This is a case study video where I was helping an agent figure out why the minimum DBs where so much different on the...

Case Study Video: Estate Planning with an ILIT

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 2, 2021 | Case Studies, Estate Planning, Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Term Life, Variable Universal Life, Videos, Whole Life | 0 Comments

Below is a case study video on a friend/client of mine that recently had a $10 million buyout from a Private Equity...

Client Webinar Recording: Addressing Long-Term Care Expenses in Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2022 | Annuities, Estate Planning, Financial Professional Content, Hybrid LTC Products, Life Insurance, Long-Term Care, Standalone-Traditional LTCI, Taxes, Videos, Webinar Recordings | 0 Comments

This was a nationwide webinar that Charlie did for the clients of CG Financial Group's agents....

Video: Ex-Spousal Social Security Benefits (Soundbite)

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2022 | Annuities (Consumer), Consumer Content, Financial Professional Content, Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security, Social Security (Consumer), Taxes, Videos | 0 Comments

Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...

Case Study Video: Life Insurance For an 86-Year-Old?

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 27, 2021 | Case Studies, Financial Professional Content, GUL and Fixed Life, Life Insurance, Term Life, Videos | 0 Comments

Below is where I discuss insuring an 86 year old as well as what Term options are available for older folks...

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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