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

Variable Universal Life Blogposts

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...

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...

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...

Selling Life Insurance As “Investments”: Stay Out of Jail!

by Charlie Gipple, CFP, CLU, CHFC | Jan 31, 2021 | Indexed Universal Life, Module 1: Practice Management, Module 4: Life Insurance Education, Regulations, Skill Level Intermediate, Variable Universal Life, Whole Life | 0 Comments

This message is prompted by hearing about yet another agent that got herself in trouble by selling cash value life...

Good News! Changes To Section 7702

by Charlie Gipple, CFP, CLU, CHFC | Jan 17, 2021 | Indexed Universal Life, Module 1: Practice Management, Module 4: Life Insurance Education, Regulations, Skill Level Advanced, Variable Universal Life, Whole Life | 0 Comments

If you get shivers down your spine in excitement like I do when you think of things like CVAT, GPT, Modified Endowment...

The Absent Insurance Agent I Needed 40 Years Ago

by Charlie Gipple, CFP, CLU, CHFC | Oct 22, 2020 | GLWBs (Annuity), GUL and Fixed Life, Hybrid LTC Products, Indexed Annuities, Indexed Universal Life, Module 1: Practice Management, Module 3: Annuities Education, Module 4: Life Insurance Education, Module 5: Long-Term Care Education, Motivational, MYGAs and Traditional Fixed Annuities, Skill Level Novice, SPIAs & DIAs, Standalone-Traditional LTCI, Term Life, Variable Annuities, Variable Universal Life, Whole Life | 0 Comments

The below is actually from one of my most popular columns that I wrote for Broker World Magazine that I want to share...

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