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...

« Older Entries

Stay Updated On The Retirement Academy And CG Financial Group!!!

As of July 1st 2022, only CG Financial Group agents and previous members have access to The Retirement Academy. However, if you would like to be added to the CG Financial Group email list, give us your contact information here.

You have Successfully Subscribed!

By Submitting this form, you are consenting to receive marketing emails from CG Financial Group. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe link, found at the bottom of every email. Emails are services by Constant Contact.