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News: CLIENT LTC Webinar on 2/15/2023. Invite your clients!!!

Publish Date: January 14, 2023

Charlie has been doing Social Security webinars that you have been inviting your clients to. Here is a new one for your clients. This webinar is on the very prominent risk of LTC, as well as the solutions for the LTC risk. Charlie will discuss the agenda topics on the flyer above, and offer up a LTC plan that you – their financial professional – can create for them. You just need to request your own flyer, like the above. We code in a registration link that is specific to you so that we can match the attendees to their respective agent. Five Steps:

  • Step 1: Request a link, flyer, and template email from CGFG
  • Step 2: Hit “send” on the template invite email to your customers.
  • Step 3: Make sure those registrants actually attend the webinar.
  • Step 4: Join the webinar to hear what Charlie discusses to your clients.
  • Step 5: Meet with those folks that attended the webinar to give them their LTC plan.
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. Charlie also owns and operates The Retirement Academy, which is an online resource to help financial professionals in running successful practices. 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, leadership, storyselling, and behavioral finance. 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. Gipple has vast leadership experience in the insurance industry as he has been an executive of various insurance companies and large Independent Marketing Organizations. With over two decades of experience, Charlie is unique in his broad knowledge across the life insurance, LTC, 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 CFP®, CLU® and ChFC® designations.

1 Comment

  1. Charlie Gipple, CFP®, CLU®, ChFC®

    I do wish everybody that worked with CG Financial Group would really leverage these webinars. It is taking the work off the agent’s plate in creating the presentation and having me do it. And, because i have usually done the presentations a lot, I have honed in on what makes the clients take action. 🙂

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