News Blogposts

Video: What is KaiZen?

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 2, 2024 | Indexed Universal Life, Life Insurance, News, Premium Financing, Videos | 0 Comments

https://youtu.be/3svBirW93NA

Broker World Article: Charlie’s “Three Bucket” Approach to Explaining Fixed Annuities

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 24, 2024 | Annuities, Broker World, GLWBs (Annuity), Indexed Annuities, News | 0 Comments

Broker World Article: Rethinking Seminar Prospecting

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 24, 2024 | Broker World, News, Practice Management, Seminars | 0 Comments

Webinar: Tax Time is Here: Understanding the Tax Return (1040)

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 17, 2024 | Estate Planning, News, Taxes, Videos, Webinar Recordings | 0 Comments

https://youtu.be/nP9TijmDlVU

Broker World Article: Options For Being A Registered Rep And Also Selling Indexed Annuities

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2024 | Annuities, Broker World, GLWBs (Annuity), News, Practice Management, Regulations | 0 Comments

Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...

Broker World Article: Annuity Suitability: The Method to the Madness

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 24, 2024 | Annuities, Broker World, GLWBs (Annuity), News | 0 Comments

Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...

Weight Loss Drugs and Life Insurance Underwriting

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 24, 2024 | Life Insurance, News, Underwriting | 0 Comments

When you, the agent, work with CG Financial Group, you don't have to "guess" how the life insurance carrier...

Video: Indirect Rollovers, Direct Rollovers, and Direct Transfers

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 11, 2024 | Annuities, Indexed Annuities, IRAs and Qualified Money, News, Taxes, Videos | 0 Comments

https://youtu.be/utTPTGT_sZE?si=ktyxXoZ4XUH0Wpdc

Broker World: Options for Decedent IRAs and Inherited NQ Money

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 28, 2023 | Annuities, Broker World, News, Taxes | 1 Comment

You can also check out this "Quick Reference Guide" in regards to what Charlie discusses in this article. Click here.

Broker World Article: Literal Language Versus Practical Language. The Client’s Perception Is Our Reality

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 21, 2023 | Broker World, News, Practice Management | 0 Comments

Article is below. Remember, to click through the pages, use the arrows at the bottom of the document.

Webinar Recording: Estate Planning Series Part 1: Intro to Estate Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 8, 2023 | Estate Planning, News, Taxes, Videos, Webinar Recordings | 0 Comments

https://youtu.be/Jm3WRLPxCnI

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