Whitepapers Blogposts

Whitepaper: “Optimizing” Whole Life Insurance

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 13, 2021 | Financial Professional Content, Life Insurance, Whitepapers, Whole Life | 0 Comments

Humans Can’t Leave Well Enough Alone Back in 2015, as I left the Victory motorcycle dealership with my brand-new...

Whitepaper: The Consolidated Appropriations Act of 2021

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 19, 2021 | Financial Professional Content, Indexed Universal Life, Life Insurance, Practice Management, Regulations, Whitepapers, Whole Life | 0 Comments

The consolidated Appropriations Act was a roughly 5,500 bill that was signed into law in late December 2020. The...

Whitepaper: Taxes and Annuities. How Annuities are Taxed

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 19, 2021 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities, MYGAs and Traditional Fixed Annuities, Practice Management, SPIAs & DIAs, Taxes, Variable Annuities, Whitepapers | 0 Comments

A good friend of mine and somebody that I lean on a lot is an advanced sales mastermind, and her name is Heather...

Whitepaper: Indexed Products: How The Watch is Built

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 3, 2021 | Financial Professional Content, Indexed Annuities, Indexed Universal Life, Whitepapers | 0 Comments

Topics discussed in whitepaper: Difference between UL and IULDifference between IUL and Whole LifeUnique actuarial...

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