News Blogposts

Video: Whole Life Direct Recognition Versus Non-Direct Recognition

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 6, 2023 | Life Insurance, News, Videos, Whole Life | 0 Comments

https://youtu.be/qS3RegA1jc4

News: Best Interest Training Requirements For Annuity Sales

by Charlie Gipple, CFP®, CLU®, ChFC® | May 9, 2023 | Annuities, News | 0 Comments

As of this writing (5/9/2023), below is a list of states that have adopted the "Best Interest Standard" rule. What...

Video: GLWBs and ROTH IRA Conversions: Which Value is the Tax Based On?

by Charlie Gipple, CFP®, CLU®, ChFC® | May 8, 2023 | Indexed Universal Life, IRAs and Qualified Money, News, Videos | 0 Comments

https://youtu.be/IcV9owmx68M

Consumer Piece: MYGA Frequently Asked Questions

by Charlie Gipple, CFP®, CLU®, ChFC® | May 8, 2023 | Annuities, MYGAs and Traditional Fixed Annuities, News | 0 Comments

Call in to CG Financial Group to get your customized piece for your office. Remember, to navigate to the various pages...

Charlie’s Broker World Article: Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????

by Charlie Gipple, CFP®, CLU®, ChFC® | May 4, 2023 | Annuities, Broker World, Life Insurance, News | 0 Comments

Charlie’s Broker World Article on Annuity Pricing, Life Pricing, and Replacing Clients’ Old Annuities To Get New and Better Caps

by Charlie Gipple, CFP®, CLU®, ChFC® | May 3, 2023 | Annuities, Broker World, Indexed Annuities, Indexed Universal Life, News | 0 Comments

Now Offering Penn Mutual!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 28, 2023 | Life Insurance, News, Whole Life | 0 Comments

Financial Professionals!!! CG Financial Group is excited to announce the addition of Penn Mutual. You can now offer...

Consumer Seminar: Maximizing Social Security Retirement Benefits

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 10, 2023 | Annuities, News, Seminars, Social Security, Webinar Recordings | 0 Comments

This is our Social Security Seminar that Charlie has done via webinar to thousands of consumers....

Risk Premium: Applying Economic Principles (and common sense) to Indexed Annuity and IUL Illustrated Rates.

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 31, 2023 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Videos | 0 Comments

https://youtu.be/TVjOOG96Xsw

Four Annuity/GLWB Comparisons: The Best Versus The Best!!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 31, 2023 | Annuities, Indexed Annuities, News, Videos | 0 Comments

https://youtu.be/qqbrkdWJnEU

Video: Annuity Sales Ideas with Charlie and David Kinder

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 21, 2023 | Annuities, News, Videos, Webinar Recordings | 2 Comments

This was an annuity sales idea conversation that I had with my good friend David Kinder, who moderates a very large...

Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 21, 2023 | Annuities, News | 0 Comments

What happened to Silicon Valley Bank– along with Signature Bank – that represents the two largest bank failures since...

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