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Module 4: Life Insurance Education Archives - The Retirement Academy My title 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".

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