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

« Older Entries

You should be getting our emails! If not, register below...

Address and Phone

CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131

515-986-3065

Email

info@cgfinancialgroupllc.com

Are You a Financial Professional? Subscribe to Our Weekly Emails That Have Top-Notch Ideas, News, and Updates.

Join our mailing list to receive the latest ideas, news, and updates.

You have Successfully Subscribed!

By Submitting this form, you are consenting to receive marketing emails from CG Financial Group. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe link, found at the bottom of every email. Emails are services by Constant Contact.