Videos | CG Financial Group, LLC

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...

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...

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

Case Study: Section 7702 Changes, Before and After

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 7, 2021 | Case Studies, Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Life Insurance, Regulations, Videos, Whole Life | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

Case Study: LTC, Life, and Retirement. Oh, and the Engineer!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 30, 2021 | Case Studies, Financial Professional Content, Hybrid LTC Products, Long-Term Care, Standalone-Traditional LTCI, Term Life, Videos | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

Case Study: Decedent IRA, Or Not

by Charlie Gipple, CFP®, CLU®, ChFC® | May 30, 2021 | Annuities, Case Studies, Financial Professional Content, Videos | 0 Comments

Below is a case study video that happened this week Feel free to discuss below in the "comments".

Case Study: 1035ing into an already existing IUL

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 30, 2021 | Case Studies, Financial Professional Content, Indexed Universal Life, Life Insurance, Videos | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

Case Study: Lifetime Income for 51-Year-Old

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 30, 2021 | Annuities, Case Studies, Financial Professional Content, Videos | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

Video: How To Illustrate IUL For Max Accumulation

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 24, 2020 | Indexed Universal Life, Life Insurance, News, Videos | 0 Comments

This is a video that discusses how to squeeze as much accumulation as possible out of IULs from an illustration...

Videos Blogposts

Case Study Video: RMDs, 401ks, IRAs, and SPIAs

Case Study Video: Estate Planning with an ILIT

Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!

Case Study: Section 7702 Changes, Before and After

Case Study: LTC, Life, and Retirement. Oh, and the Engineer!!!

Case Study: Decedent IRA, Or Not

Case Study: 1035ing into an already existing IUL

Case Study: Lifetime Income for 51-Year-Old

Video: How To Illustrate IUL For Max Accumulation

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