Whole Life Blogposts

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...

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".

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