News Blogposts

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

Broker World Article: Life, This is Only My First Time

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 6, 2023 | Broker World, Motivational, News | 0 Comments

Remember, to navigate through the pages, just click the arrow at the bottom of the document.

2024’s Tax Numbers for Financial Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 5, 2023 | News, Taxes | 0 Comments

A great piece put out by Kaplan for you to use in 2024. Remember, to navigate to the second page, click the arrows at...

Video: Capital Loss Harvesting and General Taxation Knowledge

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 5, 2023 | News, Taxes, Videos | 0 Comments

https://youtu.be/DKyu_s-wRRs

Video: 2024’s New Tax Brackets and Charlie’s Thoughts on Taxes

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 5, 2023 | News, Taxes | 0 Comments

https://youtu.be/PzT-67sRAY0?si=7WZZGaZnBf2ovOWA

FL, KS, OR, TN, and WA Adopt Best Interest Training Requirements For Annuity Sales

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 5, 2023 | Annuities, News | 0 Comments

As of this writing (12/05/2023), below is a list of states that have adopted the "Best Interest Standard" rule. What...

Estate Planning Ideas and Reasons to “Gift” Now

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 14, 2023 | Consumer Content, Estate Planning, Estate Planning (Consumer), News | 0 Comments

This article is meant to give just a couple of quick updates on gift and estate tax limits that have recently been...

Adding Potential Long-Term Care Costs to Retirement Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 3, 2023 | Consumer Content, Long-Term Care, Long-Term Care (Consumer), News, Whitepapers | 0 Comments

This is another great whitepaper by our good friend Heather Schreiber!!! To navigate the pages, click the arrows that...

Webinar Recording: What are “Linked Benefit Pruducts”, The Moving Parts, How to Design Them.

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 1, 2023 | Estate Planning, Hybrid LTC Products, Long-Term Care, News, Videos, Webinar Recordings | 0 Comments

https://youtu.be/wGuP4t-tKmY

Video: MN, IL, IA Agents. You’re invited!!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 23, 2023 | News, Videos | 0 Comments

https://youtu.be/t7BsdTKc2Hg For ILLINOIS Agents, CLICK HERE TO LEARN MORE AND TO REGISTER. For IOWA Agents, CLICK...

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