News Blogposts

Video: Do Some Carriers Play Games With Caps???

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 28, 2024 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Videos | 0 Comments

https://youtu.be/Rk-IbPRHbFM

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: The Three Types of Long-Term Care (in 3 minutes)

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 11, 2024 | Long-Term Care, News, Videos | 0 Comments

https://youtu.be/ZlQwDfaXbKE

Webinar Recording: One America, Efficient LTC Planning: Using a client’s Assets for LTC coverage

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 11, 2024 | Long-Term Care, News, Videos, Webinar Recordings | 0 Comments

https://youtu.be/un_4MStFCOQ

Webinar: Retirement Income Plan Case Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 27, 2024 | Annuities, Case Studies, Financial Professional Webinars, Long-Term Care, News, Social Security, Technology, Videos, Webinar Recordings | 0 Comments

https://youtu.be/4HJLMSeq3lE

PHL (Phoenix Life) in Rehabilitation

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 26, 2024 | Annuities, Life Insurance, News | 0 Comments

We have gotten a substantial amount of questions on PHL recently entering "rehabilitation" and how that affects Nassau...

Webinar: Decedent IRA Rules and Products to Use

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 26, 2024 | Annuities, Financial Professional Webinars, News, Taxes, Videos, Webinar Recordings | 0 Comments

This webinar was conducted June 13th 2024. Description: THERE IS $25 BILLION IN IRA AND DEFINED CONTRIBUTION MONEY, OF...

Whitepaper: Using Life Insurance to Retain Key Employees and Protect the Business.

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 20, 2024 | Life Insurance, News, Practice Management, Taxes, Whitepapers | 0 Comments

Required Minimum Distribution Reference Guide

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers | 0 Comments

To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.

IRA Beneficiary Distribution Guide and Cheat Sheet

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers | 0 Comments

To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.

Whitepaper: Annuity Taxation

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 13, 2024 | Annuities, News, Taxes, Whitepapers | 0 Comments

Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...

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