Whole Life Blogposts

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 | Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Life Insurance, Videos, Whole Life | 0 Comments

https://youtu.be/nhTc7Hdx3I4

Video: Whole Life Insurance Versus IUL

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/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 | Financial Professional Content, Life Insurance, 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 | Financial Professional Content, Life Insurance, Videos, Whole Life | 0 Comments

https://youtu.be/WTon1EbipVg

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

Why “Overfund” Life Insurance

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 9, 2022 | Financial Professional Content, Indexed Universal Life, Life Insurance, Whole Life | 0 Comments

As my company trains scores and scores of financial professionals every month on permanent life insurance, we...

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...

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