Charlie is recognized throughout the industry as one of the foremost thought leaders and subject matter experts on annuities, life insurance, LTC, and practice management.  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.

Charlie is also the Founder and CEO of CG Financial Group, one of the fastest growing IMOs in the industry that serves independent financial professionals and broker dealers in growing their annuities, life and long-term care business.

Gipple has vast leadership experience in the insurance industry as he has been an executive of various insurance companies and large Independent Marketing Organizations.  Charlie is unique in his broad knowledge across the life insurance, annuities and securities businesses.  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 CLU® and ChFC® designations.

And now Charlie has taken his lifetime of learnings and incorporated those learnings into “The Retirement Academy”, a premier education system for financial professionals

Stephen is a Vice President for Athene’s IMO channel and is responsible for sales within the Northwestern Region. Prior to joining Athene in 2014, Stephen held positions at Sammons Retirement Solutions and Fidelity Bank. He received a BS in Management Information Systems from Iowa State University. Stephen currently holds the CFP®, WMCP®, RICP®, CHFC®, and CEPA® designations along with being FINRA 6, 63, and Health and Life license. Stephen has been in the insurance industry for over 20 years, focused in sales and business management. He looks forward to working with advisors to help preserve clients assets for future distribution

Tim brings twenty-five years of industry experience to the agency and agent partners he serves as the Vice President of Annuity Sales at Brokers International, one of the nation’s largest insurance marketing organizations (IMO) and a top distributor of Life Insurance and Fixed Annuities. Tim specializes in helping agents and agencies create lasting and scalable results to accelerate business growth by equipping them with the tools, product knowledge, and training programs.