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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.
Many years ago, I was sitting with a client who had a $500,000 portfolio and was about to retire. He asked me...
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 a video where I discuss RMDs and SPIAs with IRAs as well as 401ks. There is much more to this than meets the...
It was a beautiful day, and because it was a weekday morning with no boats on the water - except for us - the water...
Many of you “Academians“ know of the 4% rule that I reference here. Some of you also know about the later-published...
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...
I know the title of this article seems contrary to what you would think but hear me out as I discuss the “relativity...
First, the bad news. The bad news is, almost everything is more expensive than what it used to be. For example, my...
This webinar is a walkthrough of The Retirement Academy!!! Whether you are already a member or not, you will find this...
A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...
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