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December 9th:  BBQ In December, A Roadshow To Remember.  At the Legendary “Jack Stack” BBQ Restaurant!

Take Your Annuity, Life, and LTC Business to the Next Level!!  Sales Ideas, Practice Management, and Great Food!!!

CG Financial Group, Charlie Gipple, and Athene come to Kansas City!!!

4-Hours of Your Life, Well Spent!!!

And….

CG Financial Group Loves BBQ!!!

Charlie Gipple, CLU, ChFC

Charlie Gipple, CLU, ChFC

Owner of CG Financial Group and The Retirement Academy

Charlie will make sure you learn truly unique sales ideas, he will entertain you, and you will eat well.

Register Now!

Registrations are closed for this event

Register Quickly!!  Attendees are limited to the first 50 registrants.

No-Cost Event!!!

Date:  Thursday, December 9th

Time:  10:00 AM CST – 2:00 PM CST  (Arrive Early)

Location:

Jack Stack BBQ Freighthouse

101 West 22nd Street, #300

Kansas City, MO  64108

Registrations are closed for this event

Agenda Topics:  

  • 9:30 AM – 10:00 AM:  Arrivals
  • 10:00 AM – 10:30 AM :  Welcome and Introductions 
      • Speaker:  Charlie Gipple, CLU, ChFC, Owner of CG Financial Group and The Retirement Academy
  • 10:30 AM – 11:15 AM:  The Athene Annuity Value Proposition and Sales Ideas.  WHY ATHENE IS #1 IN THE INDEXED ANNUITY SPACE
      • Speaker: Stephen Pandullo, CFP, WMCP, RICP, ChFC, CEPA, Vice President Relationship Management for Athene
  • 11:15 AM – 11:45 AM:  Annuity Sales Ideas, Technology, and Tools!
      • Speaker:  Tim Cooper, Vice President of Annuity Sales at Brokers International

  • 11:45 AM – 12:45 PM:  Lunch
      • Lunch Discussion:  Life Insurance sales tools, sales ideas, and technology. 
        • Presenter:  Scott Truka, Vice President of Life Insurance Sales at Brokers International
  • 12:45 PM – 2:00 PM:  Annuity, Life, and LTC sales ideas that will make you money!  HOW TO EXPLAIN THESE PRODUCTS AND IDEAS IN A WAY THAT RESONATES WITH CLIENTS!!!
      • Presenter:  Charlie Gipple, CLU, ChFC, Owner of CG Financial Group and The Retirement Academy
  • 2:00 PM:  Departures

 

Speaker Bios:

Charlie Gipple, CLU, ChFC

Charlie Gipple, CLU, ChFC

Owner of CG Financial Group and The Retirement Academy

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 Pandullo, CFP, WMCP, RICP, ChFC, CEPA

Stephen Pandullo, CFP, WMCP, RICP, ChFC, CEPA

Vice President Relationship Management at Athene

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 Cooper

Tim Cooper

Vice President of Annuity Sales at Brokers International

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.

Registrations are closed for this event

About CG Financial Group

CG Financial Group was founded in 2018 and is one of the fastest growing IMOs in the country.  But regardless of how large we get, we will commit to always having a “small company” feel that is hard to come by in an industry of consolidating “Mega-IMOs”.

We pride ourselves on being able to provide support that is unmatched in the industry while also providing payout levels that are unmatched in the industry.  Furthermore, when you partner with us, you will get training and education that is second to none. 

CG Financial Group also provides it’s agents with access to The Retirement Academy, a premier training and education system that houses 400 videos, 100 articles, and several case studies on Life, Annuities, and LTC.

Being a GA/IMO requires so much more than providing product specs!  It requires technology, training, case management, support infrastructure, and many other things.  We have this!!!

Join us for this truly unique, fun, and educational presentation!!!

Register Now!

Registrations are closed for this event

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