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Skill Level Novice Archives - The Retirement Academy My title page contents

Skill Level Novice Blogposts

Everything is So Expensive!!! Good News and Bad News

by Charlie Gipple, CFP, CLU, CHFC | Jul 14, 2021 | Economics, Module 1: Practice Management, Skill Level Novice | 0 Comments

First, the bad news. The bad news is, almost everything is more expensive than what it used to be. For example, my...

Walkthrough of The Retirement Academy. Webinar Recording

by Charlie Gipple, CFP, CLU, CHFC | Jun 26, 2021 | Module 1: Practice Management, Promotional, Skill Level Advanced, Skill Level Intermediate, Skill Level Novice, Webinar Recordings | 0 Comments

This webinar is a walkthrough of The Retirement Academy!!! Whether you are already a member or not, you will find this...

Embrace Your Scars

by Charlie Gipple, CFP, CLU, CHFC | Jun 14, 2021 | Module 1: Practice Management, Motivational, Skill Level Novice | 0 Comments

At 43 years old I am no longer a young puppy. I remember being a 20-something in the business wishing that I could be...

Sample of the “Annuities 101” Course

by Charlie Gipple, CFP, CLU, CHFC | Apr 28, 2021 | Module 3: Annuities Education, Skill Level Novice | 0 Comments

Below you can click on the link to see a small sample of the first "Course" that will be coming. This is only about...

Have An Opinion!

by Charlie Gipple, CFP, CLU, CHFC | Apr 1, 2021 | Module 1: Practice Management, Motivational, Skill Level Novice | 0 Comments

A while back I was reading the Wall Street Journal and my son says, "why do you read the news so much??". I thought...

Parties to The Annuity Contract

by Charlie Gipple, CFP, CLU, CHFC | Feb 23, 2021 | Module 3: Annuities Education, Skill Level Novice | 0 Comments

I was putting together some material for basic annuity training and something I created was a breakdown on the...

Whitepaper: Taxes and Annuities. How Annuities are Taxed

by Charlie Gipple, CFP, CLU, CHFC | Feb 19, 2021 | GLWBs (Annuity), Indexed Annuities, Module 1: Practice Management, Module 3: Annuities Education, MYGAs and Traditional Fixed Annuities, Skill Level Novice, SPIAs & DIAs, Taxes, Variable Annuities, Whitepapers | 0 Comments

A good friend of mine and somebody that I lean on a lot is an advanced sales mastermind, and her name is Heather...

NOT recommending something that IS suitable can get you in as much trouble as recommending something that is NOT suitable.

by Charlie Gipple, CFP, CLU, CHFC | Feb 12, 2021 | Module 1: Practice Management, Module 5: Long-Term Care Education, Motivational, Skill Level Novice | 0 Comments

As I was finishing up and article (click here) on Long-Term Care and how I believe addressing the LTC problem with...

My Dog And Long Term Care

by Charlie Gipple, CFP, CLU, CHFC | Feb 10, 2021 | Hybrid LTC Products, Module 5: Long-Term Care Education, Skill Level Novice, Standalone-Traditional LTCI | 0 Comments

First off, i think its important to point out that the image of me and my dog, Max, is not a glamour shot. We were at...

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