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Module 3: Annuities Education Archives - The Retirement Academy My title page contents

Module 3: Annuities Education Blogposts

Why Only 4% Withdrawal Rates If the Market Has Averaged 10%?

by Charlie Gipple, CFP, CLU, CHFC | Apr 10, 2022 | GLWBs (Annuity), Indexed Annuities, Module 3: Annuities Education, Module 6: The Academians' Blog, Skill Level Intermediate | 0 Comments

Many years ago, I was sitting with a client who had a $500,000 portfolio and was about to retire. He asked me...

LTC Annuities: A “Low-Friction” LTC Sale

by Charlie Gipple, CFP, CLU, CHFC | Apr 10, 2022 | Hybrid LTC Products, Module 3: Annuities Education, Module 5: Long-Term Care Education, Module 6: The Academians' Blog, Skill Level Intermediate, Standalone-Traditional LTCI | 0 Comments

As I discuss this particular product type as being a "low friction" LTC sale, I do not want the reader to gather that...

Medicaid Planning in Plain English

by Charlie Gipple, CFP, CLU, CHFC | Feb 2, 2022 | Estate Planning, Marketing and Prospecting, Module 1: Practice Management, Module 3: Annuities Education, Module 5: Long-Term Care Education, Module 6: The Academians' Blog, Retirement, Skill Level Advanced | 0 Comments

Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...

Sequence of Returns and Sequence of Inflation Risks

by Charlie Gipple, CFP, CLU, CHFC | Jan 22, 2022 | Module 1: Practice Management, Module 3: Annuities Education, Module 6: The Academians' Blog, Retirement, Skill Level Intermediate | 0 Comments

This article is a bit of a preface to an article I am making for you that will come out next month. That article will...

Case Study: RMDs, 401ks, IRAs, and SPIAs

by Charlie Gipple, CFP, CLU, CHFC | Sep 17, 2021 | Case Studies, GLWBs (Annuity), Indexed Annuities, Module 3: Annuities Education, MYGAs and Traditional Fixed Annuities, SPIAs & DIAs, Variable Annuities | 0 Comments

Below is a video where I discuss RMDs and SPIAs with IRAs as well as 401ks. There is much more to this than meets the...

Guaranteed Streams of Income Make For a Happier Retirement

by Charlie Gipple, CFP, CLU, CHFC | Aug 31, 2021 | GLWBs (Annuity), Indexed Annuities, Module 3: Annuities Education, Skill Level Intermediate, SPIAs & DIAs | 0 Comments

It was a beautiful day, and because it was a weekday morning with no boats on the water - except for us - the water...

Retirement is on sale with annuities by 43%!!

by Charlie Gipple, CFP, CLU, CHFC | Aug 4, 2021 | Economics, GLWBs (Annuity), Indexed Annuities, Module 1: Practice Management, Module 3: Annuities Education, Skill Level Intermediate | 2 Comments

Many of you “Academians“ know of the 4% rule that I reference here. Some of you also know about the later-published...

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...

Why Your Annuity Trumpet Should Get Louder As Interest Rates Decrease

by Charlie Gipple, CFP, CLU, CHFC | Jul 27, 2021 | Economics, GLWBs (Annuity), Indexed Annuities, Module 1: Practice Management, Module 3: Annuities Education, MYGAs and Traditional Fixed Annuities, Skill Level Advanced | 0 Comments

I know the title of this article seems contrary to what you would think but hear me out as I discuss the “relativity...

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