Whole Life Blogposts

Webinar Recording: One America, Efficient LTC Planning, Using a Client’s Assets for LTC Coverage

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 12, 2024 | Annuities, Hybrid LTC Products, Long-Term Care, News, Standalone-Traditional LTCI, Videos, Webinar Recordings, Whole Life | 0 Comments

https://youtu.be/W0pS6vralyU

Broker World: Whole Life Flexibility and Case Design (Part 1 of 3)

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 12, 2024 | Broker World, Life Insurance, News, Whole Life | 0 Comments

Video: Whole Life and the Impact of PUAs

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 5, 2023 | Life Insurance, News, Whole Life | 0 Comments

This video demonstrates the impact of PUAs in the cash value of a whole life policy. https://youtu.be/iYLWgSYHkA0

Video: Whole Life Direct Recognition Versus Non-Direct Recognition

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 6, 2023 | Life Insurance, News, Videos, Whole Life | 0 Comments

https://youtu.be/qS3RegA1jc4

Now Offering Penn Mutual!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 28, 2023 | Life Insurance, News, Whole Life | 0 Comments

Financial Professionals!!! CG Financial Group is excited to announce the addition of Penn Mutual. You can now offer...

News: “Banking Strategies” Forbidden by Mass Mutual

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 27, 2023 | Indexed Universal Life, Life Insurance, News, Whole Life | 0 Comments

Mass Mutual has had this stance for as long as I can remember. However, it is interesting to see their logic on paper....

Webinar Recording From 1/12/2023: Charlie’s Annuity, Life, and LTC Update

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 5, 2023 | Annuities, Life Insurance, Long-Term Care, MYGAs and Traditional Fixed Annuities, News, Taxes, Webinar Recordings, Whole Life | 0 Comments

You don't want to miss this one! The Recording is below. The industry has been changing at an unprecedented pace over...

Video: Guideline Premium, MEC, 7-Pay, Target, etc.

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 2, 2023 | GUL and Fixed Life, Indexed Universal Life, Life Insurance, News, Videos, Whole Life | 0 Comments

https://youtu.be/nhTc7Hdx3I4

Video: Whole Life Insurance Versus IUL

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 2, 2023 | Indexed Universal Life, Life Insurance, News, Videos, Whole Life | 0 Comments

https://youtu.be/dnGSgXFErK4

Video: Why Max Fund/Overfund Life Insurance. Also, Death Benefit 1 Versus 2.

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 2, 2023 | Financial Professional Content, Indexed Universal Life, Life Insurance, Videos, Whole Life | 0 Comments

https://youtu.be/pWW8WVNPgv0

Video: Whole Life Dividends Explained

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 2, 2023 | Life Insurance, News, Videos, Whole Life | 0 Comments

https://youtu.be/HgHvqXzsWE8

Video: Paid Up Additions on Whole Life Insurance

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 2, 2023 | Life Insurance, News, Videos, Whole Life | 0 Comments

https://youtu.be/WTon1EbipVg

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