News Blogposts

Webinar Recording: Our Best Sales Ideas, Napkin Diagrams, and Stories.

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 10, 2025 | Annuities, Hybrid LTC Products, Life Insurance, News, Practice Management, Technology, Webinar Recordings | 0 Comments

None of this rocket science matters unless you can explain it simply and effectively to your prospects!!! So, on this...

Why CG Financial Group Gets A lot of Complaints

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 7, 2025 | Annuities, GLWBs (Annuity), Hybrid LTC Products, Life Insurance, Long-Term Care, News | 0 Comments

From our competition that is!!! I recently responded to a product ad from one of my favorite industry publications....

Annuity Rate Announcements for Week of 11/3/25

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 5, 2025 | Annuities, Annuity Rate Announcemements, News | 0 Comments

Video: 18 Minutes on Long-Term Care Annuities and Life

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 30, 2025 | Annuities, Hybrid LTC Products, Life Insurance, Long-Term Care, News, Videos | 0 Comments

Below is an 18-minute video where Charlie discusses the various Long-Term Care Annuities and Life Insurance. This is a...

Annuity Rate Announcements for Week of 10/27/25

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 30, 2025 | Annuities, Annuity Rate Announcemements, News | 0 Comments

Video: “Can I Contribute to a Traditional IRA or Roth?”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 23, 2025 | Consumer Content, IRAs and Qualified Money, News, Retirement (Consumer), Videos | 0 Comments

In this video, Charlie talks about the rules around contributing to traditional IRAs and Roths. As well as, can you...

Annuity Rate Announcements for 10/20/25

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 23, 2025 | Annuity Rate Announcemements, News | 0 Comments

Annuity Rate Announcements for 10/13/25

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2025 | Annuity Rate Announcemements, News | 0 Comments

Video: The Rules and Math Changes Once You Hit Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2025 | Annuities, Annuities (Consumer), Consumer Content, News, Retirement (Consumer), Videos | 0 Comments

Here Charlie discusses why it is so much easier in your pre-retirement years than it is your post-retirement years...

Case Study Video: How Social Security Taxation is Arrived At

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2025 | Case Studies, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos | 0 Comments

This video discusses how one's income actually affects the amount of Social Security that is taxable. Charlie...

(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...

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7629 Silverstone Ct.
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