page contents

Module 4: Life Insurance Education 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...

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: 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...

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...

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...

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".

Webinar Recording From July 7th: Bobby Samuelson Discusses Various Life Insurance Topics.

by Charlie Gipple, CFP, CLU, CHFC | Jul 7, 2021 | Bobby Samuelson, Module 1: Practice Management, Module 4: Life Insurance Education, Skill Level Advanced, Webinar Recordings | 0 Comments

Recording from July 7th, 10:30 Central Standard Time - 11:30 Central Standard Time This is a "back and forth" between...

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".

« Older Entries

Stay Updated On The Retirement Academy And CG Financial Group!!!

As of July 1st 2022, only CG Financial Group agents and previous members have access to The Retirement Academy. However, if you would like to be added to the CG Financial Group email list, give us your contact information here.

You have Successfully Subscribed!

By Submitting this form, you are consenting to receive marketing emails from CG Financial Group. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe link, found at the bottom of every email. Emails are services by Constant Contact.