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Running an Agency Archives - The Retirement Academy My title page contents

Running an Agency Blogposts

Follow the Science!!! Financial Plans

by Charlie Gipple, CFP, CLU, CHFC | Nov 20, 2021 | Economics, Module 1: Practice Management, Running an Agency, Skill Level Intermediate | 0 Comments

“Follow the Science”!!! Yes, we have heard this a lot over the last 18-months from both sides of the aisle. Because...

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...

“Opportunity For Improvement” In Independent Distribution

by Charlie Gipple, CFP, CLU, CHFC | Oct 8, 2021 | Module 1: Practice Management, Module 6: The Academians' Blog, Running an Agency, Skill Level Intermediate | 0 Comments

I have written before about my son, Matthew, who is the most creative kid I have ever seen. So, I will start this...

The Need For General Contractors

by Charlie Gipple, CFP, CLU, CHFC | Sep 6, 2021 | Marketing and Prospecting, Module 1: Practice Management, Running an Agency | 0 Comments

Recently my entire neighborhood here in Iowa was hammered by a storm that came with baseball sized hail. My roof was...

Webinar Recording From September 8th: The Financial Planning Process

by Charlie Gipple, CFP, CLU, CHFC | Aug 15, 2021 | Module 1: Practice Management, Module 4: Life Insurance Education, Running an Agency, Skill Level Advanced, Technology, Webinar Recordings | 1 Comment

This Retirement Academy Webinar recording is of Charlie demonstrating Financial Planning ideas, Financial Planning...

The Power of Financial Plans: My Awakening

by Charlie Gipple, CFP, CLU, CHFC | Aug 15, 2021 | Estate Planning, Module 1: Practice Management, Module 6: The Academians' Blog, Running an Agency, Skill Level Intermediate, Technology | 0 Comments

About 15 years ago I had a “career awakening” moment. I was with ING life insurance at the time and was a Regional...

Suggested Commission Sharing/Split Structures

by Charlie Gipple, CFP, CLU, CHFC | Jun 26, 2021 | Module 1: Practice Management, Running an Agency | 0 Comments

Many times a "junior agent" might seek to partner with a veteran agent. The reasons for this partnership are obvious;...

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