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Charlie is recognized throughout the industry as one of the foremost thought leaders and subject matter experts on annuities, life insurance, leadership, storyselling and behavioral finance. He is also an industry keynote speaker conducting 100-150 speeches per year. He has spoken at the MDRT Top of the Table as well as other large forums and has also appeared on TheStreet.com and AM Best TV. Charlie is also the Founder and CEO of CG Financial Group, one of the fastest growing IMOs in the industry that serves independent financial professionals and broker dealers in growing their annuities, life and long-term care business. Gipple has vast leadership experience in the insurance industry as he has been an executive of various insurance companies and large Independent Marketing Organizations. Charlie is unique in his broad knowledge across the life insurance, annuities and securities businesses. He holds a bachelor’s degree in Finance from the University of Northern Iowa, is FINRA Series 7 and Series 66 licensed and also holds the CLU® and ChFC® designations. And now Charlie has taken his lifetime of learnings and incorporated those learnings into “The Retirement Academy”, a premier education system for insurance agents, registered reps, and broker dealers.
Roth IRAs: The Basics and Not-So-Basics With the tax increases that will almost inevitably happen, the...
Many years ago, I was sitting with a client who had a $500,000 portfolio and was about to retire. He asked me...
The Pig Through the Python Lately I have been conducting trainings for the agents of CG Financial Group on Estate...
As I discuss this particular product type as being a "low friction" LTC sale, I do not want the reader to gather that...
Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...
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...
Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.
It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of...
“Follow the Science”!!! Yes, we have heard this a lot over the last 18-months from both sides of the aisle. Because...
Wednesday, October 20, 11:00 CST - Noon CST The Retirement Academy (www.retirement-academy.com) was joined by a very...
I have written before about my son, Matthew, who is the most creative kid I have ever seen. So, I will start this...
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As always my friend – EXCELLENT!
Thank you Scott!! Glad you liked it!