News Blogposts

Video: David McKnight (Power of Zero) on Illustrated Rates

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 2, 2023 | Indexed Universal Life, News, Videos | 0 Comments

I thought he did a good job of summarizing my analysis and I am also happy that he agrees with my assessment on a very...

Video: Dropping Caps, Are IUL Companies Ripping off Consumers?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 24, 2023 | Indexed Universal Life, Life Insurance, News | 0 Comments

This is regarding new business issued today. This is a different topic than the treatment of existing policies and the...

Life Annuity Specialist Article: Amid Plethora of Indexes, Annuity Buyers Return to the Familiar

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 24, 2023 | Annuities, Indexed Annuities, Indexed Universal Life, News | 0 Comments

I wanted to post this article that I contributed to in Life Annuity Specialist. I want to post this in the "CG...

Webinar 02/23/2023 at 11:00 CST – Noon! Charlie’s Favorite Life Insurance Products and Companies, And Why.

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2023 | Life Insurance, News, Webinar Recordings | 0 Comments

Although Charlie's "Favorite" is dependent upon the client situation, there are products that often rise to the top...

Charlie’s Broker World Article: Is Delaying Social Security Worth It?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2023 | Broker World, Consumer Content, News, Social Security, Social Security (Consumer) | 0 Comments

One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....

News: AIG is dropping rates on February 21, 2023

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2023 | Annuities, Indexed Annuities, MYGAs and Traditional Fixed Annuities, News | 0 Comments

Please check out the below updated rate sheets for their most popular indexed annuities, the Power 10 Protector and...

News: CLIENT LTC Webinar THIS WEEK!!!. Invite your clients!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 13, 2023 | Hybrid LTC Products, Long-Term Care, Medicaid, News, Standalone-Traditional LTCI | 1 Comment

Charlie has been doing Social Security webinars that you have been inviting your clients to. Here is a new one for...

2023 Tax Reference Sheet

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 1, 2023 | News, Taxes | 0 Comments

Print this off and put it in your briefcase. This reference sheet will allow you to answer questions such as, "Can i...

News: “Banking Strategies” Forbidden by Mass Mutual

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 27, 2023 | Indexed Universal Life, Life Insurance, News, Whole Life | 0 Comments

Mass Mutual has had this stance for as long as I can remember. However, it is interesting to see their logic on paper....

Secure 2.0 Fact Sheet

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 25, 2023 | News, Regulations | 0 Comments

The long-anticipated SECURE Act 2.0 was signed into law 3 years after the original SECURE Act! The time is NOW to...

Broker World Article: “If I Don’t Sell That Product, It’s a Bad Product”

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 24, 2023 | Annuities, Broker World, Life Insurance, News | 0 Comments

My January 2023 Broker World Column

News: Webinar Schedule for the next month here.

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 18, 2023 | Annuities, Hybrid LTC Products, Indexed Annuities, News | 0 Comments

Below is a listing of the upcoming webinars we will be conducting over the next month or so. For additional details or...

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