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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 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 insurance agents, registered reps, and broker dealers.
As I discuss this particular product type as being a "low friction" LTC sale, I do not want the reader to gather that...
Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...
Wednesday, October 20, 11:00 CST - Noon CST The Retirement Academy (www.retirement-academy.com) was joined by a very...
This is a case study video where I was helping an agent figure out why the minimum DBs where so much different on the...
Below is where I discuss insuring an 86 year old as well as what Term options are available for older folks...
Below is a video where I discuss RMDs and SPIAs with IRAs as well as 401ks. There is much more to this than meets the...
Below is a case study video on a friend/client of mine that recently had a $10 million buyout from a Private Equity...
This Retirement Academy Webinar recording is of Charlie demonstrating Financial Planning ideas, Financial Planning...
August 10th (11:30 CST - 12:30 CDT) We all know Tom Hegna!!! We are honored to have him. He is one of the foremost...
Although many people, including me, were somewhat excited about the state of Washington mandating that Washingtonians...
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Recording from July 7th, 10:30 Central Standard Time - 11:30 Central Standard Time This is a "back and forth" between...
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I enjoyed this case study. One thing to note is that he liked the NYL Hybrid product because he was only going to pay into it for 10 years, then it is “paid up”. With the Traditional LTC the we proposed, he has to pay for his lifetime. So, I have already planted the seed of getting an annuity that will pay the premiums for the rest of his life, since he did have a lump sum he could put into an annuity. Just additional context
I enjoy the advance case studies. That is one of the biggest reasons i got into this industry. Thanks