News Blogposts

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...

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.

Corebridge is Increasing GLWB Payout Factors Again on 6/3/2024

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Indexed Annuities, News | 0 Comments

Article: Charlie’s Paranoia of Product Extinction

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Broker World, GLWBs (Annuity), Indexed Annuities, News, SPIAs & DIAs, Variable Annuities | 1 Comment

BUY ANNUITIES NOW! They are better than they have ever been, and they may not be here forever, at least in their...

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...

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.

Broker World Article: Update: Annuities Versus the 4% Rule of Thumb

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Broker World, GLWBs (Annuity), News | 0 Comments

Social Security Analysis: Layering Versus Bucketing

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 23, 2024 | Broker World, News, Social Security, Taxes, Whitepapers | 0 Comments

Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...

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

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...

Broker World Article: GLWB Now, Or Accumulate then Choose a GLWB or SPIA?

by Charlie Gipple, CFP®, CLU®, ChFC® | May 28, 2024 | Annuities, Broker World, GLWBs (Annuity), Indexed Annuities, News | 0 Comments

Video: A Couple of Social Security Tips

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 22, 2024 | Consumer Content, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos | 0 Comments

In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...

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