News Blogposts

(Training Video): The Annuity/GLWB Conversation

by Charlie Gipple, CFP®, CLU®, ChFC® | May 30, 2025 | Annuities, GLWBs (Annuity), News, Videos | 0 Comments

If you practice this conversation and store it to memory, you will find that this will help you grow your annuity...

(Video) Roth IRA Conversions, RMDs, and Taxes in Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | May 12, 2025 | IRAs and Qualified Money, News, Taxes, Videos | 0 Comments

A lot of tax nuggets in this 7 minute video. One thing Charlie did not mention is "Qualified Charitable...

The Roth IRA Conversion “Pro Rata Rule”

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 5, 2025 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer) | 0 Comments

This is a very straightforward explanation from Athene on Traditional IRAs, Roth IRAs, and also the "Pro Rata Rule"....

Video: Sequence of Accounts To Withdraw From

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 6, 2025 | Annuities, GLWBs (Annuity), News, Videos | 0 Comments

If you are a financial professional and would like to discuss this video with Charlie, feel free to call him....

Awesome Annuity Chart: “Annuities Don’t Have Inflation Adjustments”

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 31, 2024 | Annuities, GLWBs (Annuity), News, Whitepapers | 0 Comments

One of the biggest objections to annuities with a guaranteed withdrawal benefit rider is that they usually are just...

Webinar Recording: Selling Long-Term Care and Hybrid Products for Dummies (and Ideas)

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 18, 2024 | Annuities, Financial Professional Webinars, Life Insurance, Long-Term Care, News, Webinar Recordings | 0 Comments

Webinar Recording Below https://youtu.be/Gdi_X9BAsv8

Why I Don’t Give a Crap About My Annuity “Fees”

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 17, 2024 | Annuities, Indexed Annuities, News, Videos | 0 Comments

Video Below Note: This is the annuity that Charlie bought for himself. This is focused on income where "fees" do not...

Video: The Truth About Volatility Control Indexes

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 16, 2024 | Annuities, Financial Professional Webinars, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Videos, Webinar Recordings | 0 Comments

Note: In the example, i was using today's participation rates and plugging them into the performance over the last...

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

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