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Indexed Universal Life Archives - The Retirement Academy My title page contents

Indexed Universal Life Blogposts

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: 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...

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 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...

The Low Interest Rate’s Impact On Caps

by Charlie Gipple, CFP, CLU, CHFC | Feb 12, 2021 | Indexed Annuities, Indexed Universal Life, Module 3: Annuities Education, Module 4: Life Insurance Education, Skill Level Intermediate | 0 Comments

As you may have read in my other article on this topic that can be found here, I mentioned that the average general...

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...

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