Founder and CEO

• Oct 2018 - Present

CG Financial Group is a full-service independent marketing organization that serves agents, broker dealers, and registered reps with everything from practice management training all the way through to product training, case design, and case management. CG Financial Group is unique in its knowledge around Annuities, Life Insurance, and Long-Term Care. CG Financial Group also prides itself on providing the best service in the Industry. Our owner is Charlie Gipple, CLU, ChFC. Gipple is the Founder and CEO of CG Financial Group, an innovative and full-service Independent Marketing Organization that serves independent agents that sell life insurance, annuities and asset-based LTC. www.cgfinancialgroupllc.com 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. He also works as a consultant to insurance carriers and IMOs on distribution strategy, product design and wholesaler development. 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. Additionally, within these businesses, he has a deep understanding of the distribution aspects of these products along with the actuarial and hedging aspects. 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. Show less

CEO, Investment Advisor and Registered Representative

• May 2019 - Present

In addition to running an independent marketing organization that I founded (CG Financial Group), I also work as a comprehensive wealth manager for my own personal clientele. Protecting wealth is just as important as building wealth, and I am very fluent in both areas. My target clients are business owners who have the desire to attract talent, retain talent, maximize cash flow and minimize tax liability. I am a student of taxation, a student of the securities business, a student of the insurance business, and a student of the people business! Show less

Vice President Sales

• Aug 2017 - Oct 2018

Charlie was chiefly responsible for managing and expanding sales for North American’s Life Division and providing strategic direction for the distribution of life insurance products. He has worked in client sales, account management and product development, as well as the wholesaling of life insurance, annuity and mutual fund products. He has extensive experience working with Independent Marketing Organizations (IMO), Brokerage General Agencies (BGA), broker dealers and banks. In addition to his leadership experience, Gipple is well recognized in the annuity and life insurance industry as a keynote speaker and has extensive experience with indexed products, financial markets, financial legislation, behavioral finance and the positioning of insurance products. 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. His articles have been featured in numerous industry publications. He earned a bachelor of arts degree in finance from the University of Northern Iowa and has also earned the CLU® and ChFC® designations. Show less

SVP Sales and Marketing

• Jul 2015 - Aug 2017

Was Senior Vice President of Sales and Marketing at Partners Advantage Insurance Services, one of the largest independent marketing organizations in the country. Charlie managed all sales, marketing, recruiting, agent training and sales support activities across the company. Charlie was also the founder of The PILLAR System, a trademarked cutting edge practice management and client seminar system for use by financial professionals. Was Senior Vice President of Sales and Marketing at Partners Advantage Insurance Services, one of the largest independent marketing organizations in the country. Charlie managed all sales, marketing, recruiting, agent training and sales support activities across the company. Charlie was also the founder of The PILLAR System, a trademarked cutting edge practice management and client seminar system for use by financial professionals.

National Director of Index Products

• Dec 2012 - Jul 2015

VP, Strategic Distribution

• Jan 2002 - Dec 2012

Financial Advisor

• Mar 2001 - Jan 2002