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Regulations Archives - The Retirement Academy My title page contents

Regulations Blogposts

Webinar Recording: An Interview With An Estate and Elder-Law Attorney

by Charlie Gipple, CFP, CLU, CHFC | Oct 13, 2021 | Estate Planning, Module 1: Practice Management, Module 4: Life Insurance Education, Module 5: Long-Term Care Education, Regulations, Running an Agency, Skill Level Advanced, Taxes, Webinar Recordings | 0 Comments

Wednesday, October 20, 11:00 CST - Noon CST The Retirement Academy (www.retirement-academy.com) was joined by a very...

Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!

by Charlie Gipple, CFP, CLU, CHFC | Aug 4, 2021 | Behavioral Finance, Economics, Estate Planning, GLWBs (Annuity), GUL and Fixed Life, Indexed Annuities, Indexed Universal Life, Marketing and Prospecting, Module 1: Practice Management, Module 3: Annuities Education, Module 4: Life Insurance Education, Motivational, MYGAs and Traditional Fixed Annuities, Presentation Skills, Regulations, Skill Level Intermediate, Social Security, SPIAs & DIAs, Taxes, Technology, Term Life, Variable Annuities, Variable Universal Life, Webinar Recordings, Whole Life | 0 Comments

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...

Carrier Implementation of Section 7702 Changes.

by Charlie Gipple, CFP, CLU, CHFC | Mar 19, 2021 | Indexed Universal Life, Module 1: Practice Management, Module 4: Life Insurance Education, Regulations, Skill Level Advanced, Whole Life | 0 Comments

As I was speaking with a few carriers recently about them signing up and contributing expertise to the Retirement...

Whitepaper: The Biden Administration’s Stimulus and Tax Plans

by Charlie Gipple, CFP, CLU, CHFC | Mar 4, 2021 | Module 1: Practice Management, Regulations, Skill Level Intermediate, Taxes, Whitepapers | 0 Comments

Check out my video to get my thoughts on this particular whitepaper and why items like this are so important for...

Whitepaper: The Consolidated Appropriations Act of 2021

by Charlie Gipple, CFP, CLU, CHFC | Feb 19, 2021 | Indexed Universal Life, Module 1: Practice Management, Module 4: Life Insurance Education, Regulations, Skill Level Advanced, Whitepapers, Whole Life | 0 Comments

The consolidated Appropriations Act was a roughly 5,500 bill that was signed into law in late December 2020. The...

Brief History of Social Security

by Charlie Gipple, CFP, CLU, CHFC | Feb 5, 2021 | Module 1: Practice Management, Regulations, Skill Level Novice, Taxes | 0 Comments

This is not meant to be a technical analysis of Social Security. This article is merely meant to give you a few...

Selling Life Insurance As “Investments”: Stay Out of Jail!

by Charlie Gipple, CFP, CLU, CHFC | Jan 31, 2021 | Indexed Universal Life, Module 1: Practice Management, Module 4: Life Insurance Education, Regulations, Skill Level Intermediate, Variable Universal Life, Whole Life | 0 Comments

This message is prompted by hearing about yet another agent that got herself in trouble by selling cash value life...

Good News! Changes To Section 7702

by Charlie Gipple, CFP, CLU, CHFC | Jan 17, 2021 | Indexed Universal Life, Module 1: Practice Management, Module 4: Life Insurance Education, Regulations, Skill Level Advanced, Variable Universal Life, Whole Life | 0 Comments

If you get shivers down your spine in excitement like I do when you think of things like CVAT, GPT, Modified Endowment...

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