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GUL and Fixed Life Archives - The Retirement Academy My title page contents

GUL and Fixed Life Blogposts

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 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 June 3rd, 2021: Luke Cosme Discusses The Life Industry, Regulations, and Opportunities

by Charlie Gipple, CFP, CLU, CHFC | May 3, 2021 | GUL and Fixed Life, Indexed Universal Life, Module 4: Life Insurance Education, Skill Level Intermediate, Term Life, Variable Universal Life, Webinar Recordings, Whole Life | 0 Comments

The Retirement Academy is thrilled to have Luke on this webinar. I have known Luke for about a decade now and there...

Caps, Dividends, Rates, Etc. Will Decrease

by Charlie Gipple, CFP, CLU, CHFC | Feb 10, 2021 | GUL and Fixed Life, Indexed Annuities, Indexed Universal Life, Module 3: Annuities Education, Module 4: Life Insurance Education, Skill Level Advanced, Whole Life | 0 Comments

It’s not breaking news that life insurance carriers (and everybody else) have seen 40 years of dropping yields on...

My $86 Haircut, Minivans, IUL and GUL

by Charlie Gipple, CFP, CLU, CHFC | Feb 8, 2021 | GUL and Fixed Life, Indexed Universal Life, Module 4: Life Insurance Education, Skill Level Intermediate, Whole Life | 0 Comments

For my friends out there who have seen my head and how it can cast a blinding reflection if the sun is at the right...

Why “Overfund” A Life Insurance Policy?

by Charlie Gipple, CFP, CLU, CHFC | Feb 3, 2021 | GUL and Fixed Life, Indexed Universal Life, Module 4: Life Insurance Education, Skill Level Intermediate, Variable Universal Life, Whole Life | 0 Comments

As my company trains scores and scores of financial professionals every month on permanent life insurance, we...

The Difference Between Universal Life and Indexed Universal Life

by Charlie Gipple, CFP, CLU, CHFC | Feb 2, 2021 | GUL and Fixed Life, Indexed Universal Life, Module 4: Life Insurance Education, Skill Level Intermediate | 0 Comments

The major difference between current assumption universal life insurance and IUL is what the carrier does with the...

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