Videos Blogposts

Video: What is Medicaid Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 25, 2022 | Estate Planning, Financial Professional Content, Medicaid, Videos | 0 Comments

https://youtu.be/5m9zbO2AcD8

Mythbusting Video: “The Carrier Keeps My Cash Value If I Die”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Financial Professional Content, Indexed Universal Life, Life Insurance, Videos, Whole Life | 0 Comments

https://youtu.be/pTWKbFz648Q

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

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

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

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: 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: 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...

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...

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: 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: 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...

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