News Blogposts

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

News: CA Agents!!! Display License Number On Emails

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 11, 2022 | News, Practice Management | 0 Comments

Starting January 1, 2023, the state of California requires that producers display their license number in the emails...

News: LTC Deductibility Limits Have Increased for 2023

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 8, 2022 | Hybrid LTC Products, Long-Term Care, News | 0 Comments

Although there are other parameters beyond the below chart for LTC deductibility, below is the amount of LTC premiums...

Webinar Recording: Social Security, Annuity, and LTC Software That Will Change Your Life

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 27, 2022 | News, Technology, Videos, Webinar Recordings | 0 Comments

Access Recording Below https://youtu.be/VKL3yIc1FGE NOTICE!!! THE CG FINANCIAL GROUP AGENT PORTAL WILL BE LIVE IN LATE...

Webinar Recording: Medicaid Case Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Annuities, Estate Planning, Medicaid, News, Videos, Webinar Recordings | 0 Comments

https://youtu.be/01goD6KtHeE

Creating an Indexed Annuity

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 15, 2022 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News | 0 Comments

As the owner of this IMO - CG Financial Group - I always commit to bringing you unique content that you find valuable,...

Suggested Commission Split Structures for Agents

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 8, 2022 | News, Practice Management | 0 Comments

My dad, who was the wittiest and toughest person I ever knew, owned a construction business (underground utilities and...

Volatility Controlled Strategies, Not Better and Not Worse

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 22, 2022 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News | 0 Comments

If you had a choice between inheriting 40% of Jim’s estate or 100% of Richard’s estate, which one would you...

Good News! Changes To Section 7702

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 17, 2021 | Indexed Universal Life, Life Insurance, News, Practice Management, Regulations, Variable Universal Life, Whole Life | 0 Comments

If you get shivers down your spine in excitement like I do when you think of things like CVAT, GPT, Modified Endowment...

Video: How To Illustrate IUL For Max Accumulation

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 24, 2020 | Indexed Universal Life, Life Insurance, News, Videos | 0 Comments

This is a video that discusses how to squeeze as much accumulation as possible out of IULs from an illustration...

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