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About The Retirement Academy

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21st Century Education for Insurance Agencies, Registered Reps, Home Office Employees, and Broker Dealers

The Retirement Academy is a "member only" world-class sales and training platform for insurance agents, registered reps, financial advisors, home office employees, and broker dealers.  This material is anything but “product pitching” that is prominent in our industry.  We understand that agents/reps do not need more "product pitching"!

Not an agent or a rep, but rather a home office employee?  No problem!  You too will find value in The Retirement Academy!  Whether you are an "individual contributor" or a manager, we would love to work with you and/or your team!

This platform is jampacked with literally HUNDREDS of sales and product training videos, a blog, scores of whitepapers/articles, and a webinar training calendar.  Of course, the Retirement Academy will be continuously added to and optimized.  This large amount of content is arranged by 6 different member-only “Modules” that you can choose from. 

  • Module 1:  Practice Management
  • Module 2:  Consumer Videos and Sales Pieces
  • Module 3:  Annuities Education
  • Module 4:  Life Insurance Education
  • Module 5:  LTC & Hybrid Education
  • Module 6:  The Academians' Blog  (This is where all of the articles and whitepapers are housed)

Annuities, life insurance and long-term care products have never been more exciting, but yet more complicated.  Furthermore, the sales process has never been more challenging for financial professionals because of the fact that today’s consumer is better informed than 50% of financial professionals!  So, if you are a financial professional that wants “next level” education for you, your team, and/or your reps, the Retirement Academy is for you!!!

Whether you are a seasoned pro looking for unique education on practice management and/or product training - or merely a new financial professional trying to understand how a particular product type works - you have come to the right place. 

Retirement Academy Modules

Module 1: Practice Management

This module is all about practice management and helping you develop all of the skills you need to learn to be successful in the 21st Century.  How to market, sell, prospect, leverage technology, etc. has changed at mach-speed.  Stay updated and learn what the top agents and agencies are doing to succeed!

Module 2: Consumer Videos and Sales Pieces

Don’t like getting in front of a camera even though we are now in a “virtual world”?  You don’t have to because we created educational videos for you that you can use with your clients!  This section also has “non-video” consumer facing pieces you can utilize.

Module 3: Annuities

Understanding annuity products and also how to sell annuity products.  Everything from annuity basics to annuity actuarials.

Module 4: Life Insurance

From life insurance basics like “term versus perm” all the way to “IUL: How the watch is built” and advanced case design!  And of course, living benefits!

Module 5: LTC & Hybrid Products

No product line has innovated more than LTC products.  Understanding these products will present you with one of the top opportunities today, given our country’s demographics.

Module 6: The Academians' Blog

This is where we post frequent and timely material (technical and casual material) for members on any one of the previous six “Module Topics”, or other random topics for that matter!  Academy members are free to comment and converse among themselves within our blog section.  Keep it clean and cordial however!

“With recent advances in product development with annuities, life and LTC, the product trainers as well as the reps/agents have to be equivelent to PHDs with these products in order to know what they are selling.  Most importantly, there is so much more that financial professionals and Broker Dealers are looking for today than just “product specs”.  It is also about practice management and helping them get in front of more prospects.  This is why I created this platform.”  

-Charlie Gipple, CLU, ChFC

About the academy Instructor, Charlie Gipple

Charlie is recognized throughout the industry as one of the foremost thought leaders and subject matter experts on annuities, life insurance, 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 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 sales and education system for insurance agents, registered reps, and broker dealers.

Charlie Gipple

Charlie on “The Street”

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