Whole Life Blogposts

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".

Carrier Implementation of Section 7702 Changes.

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

As I was speaking with a few carriers recently about them signing up and contributing expertise to the Retirement...

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...

My $86 Haircut, Minivans, IUL and GUL

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 8, 2021 | Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Life Insurance, Whole Life | 0 Comments

For my friends out there who have seen my head and how it can cast a blinding reflection if the sun is at the right...

“Why do I have to take a loan from myself?? That is my money!!!”

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 5, 2021 | Financial Professional Content, Indexed Universal Life, Life Insurance, Whole Life | 0 Comments

If you have sold cash value life insurance for any period of time, you have been asked by the client, “Why do I have...

Why “Overfund” A Life Insurance Policy?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 3, 2021 | Financial Professional Content, GUL and Fixed Life, Indexed Universal Life, Life Insurance, Variable Universal Life, Whole Life | 0 Comments

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

Selling Life Insurance As “Investments”: Stay Out of Jail!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 31, 2021 | Financial Professional Content, Indexed Universal Life, Life Insurance, Practice Management, Regulations, Variable Universal Life, Whole Life | 0 Comments

This message is prompted by hearing about yet another agent that got herself in trouble by selling cash value life...

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