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Indexed Products: How The Watch is Built

Publish Date: June 21, 2023

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First off, if you like this whitepaper, feel free to register for our “Agent Portal” that has a couple hundred videos, whitepapers, and articles on all things annuities, life, and LTC. We are one of the fastest growing IMOs in the industry because of our quality education and sales ideas. Also note, if you are in IL, IA, or MN, we are conducting “Lunch and Learns” in November. Details HERE. Now, on to the whitepaper!!!

“How is it possible to get some of the upside in a market but none of the downside?” “No fees, just a cap?” “Seems too good to be true.” “Why are caps related to interest rates, versus the stock market?” “How do carriers do this?” “If the market goes up 15% and my indexed annuity is capped at 10%, you mean to tell me that the insurance company kept a whopping 5% of my growth???”

The above are just a few of the questions that you – the financial professional – will get if you do indexed annuity or indexed life business for any period of time. And for many financial professionals, this may be a “deer in the headlights” moment. I want to help you avoid that. Thus, the purpose of this whitepaper!!!

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Written By:  Charlie Gipple, CFP®, CLU®, ChFC®

Written By: Charlie Gipple, CFP®, CLU®, ChFC®

Charlie is the Founder and CEO of CG Financial Group, a financial services company that serves consumers as well as financial professionals. CG Financial Group, LLC is one of the fastest growing marketing organizations in the country for annuities, life, and long-term care because CG Financial Group is different! Charlie is recognized throughout the industry as one of the foremost thought leaders and subject matter experts on retirement planning, life insurance, long-term care planning, tax planning, and estate planning. He is also an industry keynote speaker conducting 100-150 speeches per year. He has spoken at the MDRT Top of the Table as well as other large forums and has also appeared on TheStreet.com and AM Best TV. With over two decades of experience, Charlie is unique in his broad knowledge across the life insurance, LTC, annuities, and retirement planning. His writings appear monthly in various financial magazines across the country. He holds a bachelor’s degree in Finance from the University of Northern Iowa, is FINRA Series 7 and Series 66 licensed and also holds the CFP®, CLU® and ChFC® designations.

Write to Charlie About This Article. Or about working with CG Financial Group!!!

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