SIOUXLAND ESTATE PLANNING COUNCIL, INC.

Charlie Gipple, CFP®, CLU®, ChFC® is the owner of CG FinanciOKal Group, a full-service annuity, life insurance, and Long-Term Care IMO for independent financial professionals.  Gipple is known throughout the financial services industry and the media as one of the foremost educators and thought leaders in the areas of Social Security, financial planning, retirement planning, annuities, life insurance and long-term care.  He has conducted hundreds of agent and client educational seminars over the last twenty-five years; ranging from small 1/1 sessions to large national meetings such as the Million Dollar Round Table, Top of the Table.  As a former executive of various insurance companies, he is a sought-after keynote speaker for many types of events and topics and has also appeared in many media outlets where he provides advice on all things retirement and insurance.  He frequently writes articles for some of the foremost financial publications in the industry. 

 

Charlie has earned the Certified Financial Planner®, Chartered Life Underwriter® and Chartered Financial Consultant® designations and also holds the FINRA Series 66 (Investment Advisor representative) and Series 7 securities registrations*.  He received his Bachelor of Arts Degree in Finance from the University of Northern Iowa.