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Case Studies Archives - The Retirement Academy My title page contents

Case Studies Blogposts

Case Study: Two IUL Illustrations, Two Completely Different “Minimum DBs”

by Charlie Gipple, CFP, CLU, CHFC | Oct 5, 2021 | Case Studies, Indexed Universal Life, Module 4: Life Insurance Education, Skill Level Advanced | 0 Comments

This is a case study video where I was helping an agent figure out why the minimum DBs where so much different on the...

Case Study: Life Insurance For an 86-Year-Old?

by Charlie Gipple, CFP, CLU, CHFC | Sep 27, 2021 | Case Studies, GUL and Fixed Life, Module 4: Life Insurance Education, Skill Level Intermediate, Term Life | 0 Comments

Below is where I discuss insuring an 86 year old as well as what Term options are available for older folks...

Case Study: RMDs, 401ks, IRAs, and SPIAs

by Charlie Gipple, CFP, CLU, CHFC | Sep 17, 2021 | Case Studies, GLWBs (Annuity), Indexed Annuities, Module 3: Annuities Education, MYGAs and Traditional Fixed Annuities, SPIAs & DIAs, Variable Annuities | 0 Comments

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...

Case Study: Estate Planning with an ILIT

by Charlie Gipple, CFP, CLU, CHFC | Sep 2, 2021 | Case Studies, Estate Planning, GUL and Fixed Life, Indexed Universal Life, Module 4: Life Insurance Education, Term Life, Variable Universal Life, Whole Life | 0 Comments

Below is a case study video on a friend/client of mine that recently had a $10 million buyout from a Private Equity...

Case Study: Section 7702 Changes, Before and After

by Charlie Gipple, CFP, CLU, CHFC | Jul 7, 2021 | Case Studies, GUL and Fixed Life, Indexed Universal Life, Module 4: Life Insurance Education, Whole Life | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

Case Study: LTC, Life, and Retirement. Oh, and the Engineer!!!

by Charlie Gipple, CFP, CLU, CHFC | Jun 30, 2021 | Case Studies, Hybrid LTC Products, Module 4: Life Insurance Education, Module 5: Long-Term Care Education, Standalone-Traditional LTCI, Term Life | 2 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

Case Study: Decedent IRA, Or Not

by Charlie Gipple, CFP, CLU, CHFC | May 30, 2021 | Case Studies | 0 Comments

Below is a case study video that happened this week Feel free to discuss below in the "comments".

Case Study: 1035ing into an already existing IUL

by Charlie Gipple, CFP, CLU, CHFC | Apr 30, 2021 | Case Studies | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

Case Study: Lifetime Income for 51-Year-Old

by Charlie Gipple, CFP, CLU, CHFC | Apr 30, 2021 | Case Studies | 0 Comments

Below is a case study video that happened this week. Feel free to discuss below in the "comments".

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