Awesome Annuity Chart: “Annuities Don’t Have Inflation Adjustments”
One of the biggest objections to annuities with a guaranteed withdrawal benefit rider is that they usually are just...
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.
by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 31, 2024 | Annuities, GLWBs (Annuity), News, Whitepapers | 0 Comments
One of the biggest objections to annuities with a guaranteed withdrawal benefit rider is that they usually are just...
by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 16, 2024 | Annuities, Financial Professional Webinars, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Videos, Webinar Recordings | 0 Comments
Note: In the example, i was using today's participation rates and plugging them into the performance over the last...
by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 12, 2024 | Broker World, Life Insurance, News, Whole Life | 0 Comments
by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 27, 2024 | Annuities, Case Studies, Financial Professional Webinars, Long-Term Care, News, Social Security, Technology, Videos, Webinar Recordings | 0 Comments
https://youtu.be/4HJLMSeq3lE
by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 18, 2024 | Annuities, Financial Professional Webinars, Life Insurance, Long-Term Care, News, Webinar Recordings | 0 Comments
Webinar Recording Below https://youtu.be/Gdi_X9BAsv8
by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 28, 2024 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News, Videos | 0 Comments
https://youtu.be/Rk-IbPRHbFM
by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 11, 2024 | Long-Term Care, News, Videos | 0 Comments
https://youtu.be/ZlQwDfaXbKE
by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 26, 2024 | Annuities, Life Insurance, News | 0 Comments
We have gotten a substantial amount of questions on PHL recently entering "rehabilitation" and how that affects Nassau...
by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 17, 2024 | Annuities, Indexed Annuities, News, Videos | 0 Comments
Video Below Note: This is the annuity that Charlie bought for himself. This is focused on income where "fees" do not...
by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 12, 2024 | Annuities, Hybrid LTC Products, Long-Term Care, News, Standalone-Traditional LTCI, Videos, Webinar Recordings, Whole Life | 0 Comments
https://youtu.be/W0pS6vralyU
by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 11, 2024 | Long-Term Care, News, Videos, Webinar Recordings | 0 Comments
https://youtu.be/un_4MStFCOQ
by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 26, 2024 | Annuities, Financial Professional Webinars, News, Taxes, Videos, Webinar Recordings | 0 Comments
This webinar was conducted June 13th 2024. Description: THERE IS $25 BILLION IN IRA AND DEFINED CONTRIBUTION MONEY, OF...
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