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Whitepapers Archives - The Retirement Academy My title page contents

Whitepapers Blogposts

What your clients want to know

by Charlie Gipple, CFP, CLU, CHFC | Dec 29, 2021 | Module 1: Practice Management, Module 6: The Academians' Blog, Retirement, Skill Level Intermediate, Social Security, Whitepapers | 0 Comments

Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.

Whitepaper: Year End Planning and Tax Uncertainty

by Charlie Gipple, CFP, CLU, CHFC | Oct 29, 2021 | Module 1: Practice Management, Module 6: The Academians' Blog, Skill Level Advanced, Skill Level Intermediate, Taxes, Whitepapers | 0 Comments

GLWB Taxation (Written By Mystery Man)

by Charlie Gipple, CFP, CLU, CHFC | Jun 23, 2021 | GLWBs (Annuity), Indexed Annuities, Module 3: Annuities Education, Skill Level Advanced, SPIAs & DIAs, Whitepapers | 0 Comments

A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...

Whitepaper: Using Life Insurance to Retain Key Employees and Protect the Business.

by Charlie Gipple, CFP, CLU, CHFC | Apr 10, 2021 | Module 1: Practice Management, Module 4: Life Insurance Education, Skill Level Intermediate, Taxes, Whitepapers | 0 Comments

Whitepaper: 7 Practical Tips to Creating Tax-Efficient Retirement Income

by Charlie Gipple, CFP, CLU, CHFC | Apr 9, 2021 | Module 1: Practice Management, Skill Level Intermediate, Taxes, Whitepapers | 0 Comments

Here is a great whitepaper with 7 tips on helping your clients create Tax-Efficient Retirement Income

Whitepaper: “Optimizing” Whole Life Insurance

by Charlie Gipple, CFP, CLU, CHFC | Mar 13, 2021 | Module 4: Life Insurance Education, Skill Level Intermediate, Whitepapers, Whole Life | 0 Comments

Humans Can’t Leave Well Enough Alone Back in 2015, as I left the Victory motorcycle dealership with my brand-new...

Whitepaper: The Biden Administration’s Stimulus and Tax Plans

by Charlie Gipple, CFP, CLU, CHFC | Mar 4, 2021 | Module 1: Practice Management, Regulations, Skill Level Intermediate, Taxes, Whitepapers | 0 Comments

Check out my video to get my thoughts on this particular whitepaper and why items like this are so important for...

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