- This event has passed.
Spring Agent Lunch and Learn with Equitrust and CG Financial Group (Des Moines)
Spring Agent Lunch and Learn with Equitrust and CG Financial Group (Register at the bottom of this page)
Equitrust stands out as a leading provider of MYGAs, indexed annuities, single premium life insurance and long-term care annuities. Meanwhile, CG Financial Group is rapidly emerging as one of the top IMOs, dedicated to assisting advisors in the sale of annuities, life insurance, and long-term care solutions. Join us for this lunch and learn opportunity to connect with both companies!
Location:
Exile Brewery
1514 Walnut Street
Des Moines, IA 50309
Join Us for an Exclusive Learning Experience
Elevate Your Skills
This is a 2 1/2 hour opportunity you simply can’t afford to overlook. Our lunch and learn session is crafted to not only enhance your understanding of Equitrust’s product offerings but also to equip you with valuable practice management insights, alongside essential tools and innovative technology.
Event Schedule
10:30 - 10:45: Welcome and Introduction
Charlie Gipple, CFP®, CLU®, ChFC®, Owner of CG Financial Group
– Introduction to CG Financial Group and Equitrust
– Industry Update
10:45 - Noon: Equitrust Products, Ideas, and Roth/Decedent IRA Capabilities
Leon Fitch, Regional Vice President, Equitrust
– Overview on Annuities, Life, and Long-Term Care Product Suite
– Roth Conversion and “Partial Tax Conversion” Ideas
– Your Home for Decedent IRA Money
– The Bridge!!! The Long-Term Care Annuity That Everybody is Talking About!
Noon: Lunch is Served (15 Minute Break)
12:15 - 1:00: Eapps, Planning Software, Client Ad Campaigns, and Your "Business Builder" Dashboard
Charlie Gipple, CFP®, CLU®, ChFC®, Owner of CG Financial Group
– Roth IRA Conversion Software and Ideas
– Retirement Income Software and the Client Discussion
– Quote Engines For CG Financial Group Advisors
– EApps and Your Business Builder Dashboard
Charlie Gipple, CFP®, CLU®, ChFC®, Owner
Who is CG Financial Group?
CG Financial Group was founded in 2018 and is one of the fastest growing IMOs in the country. But regardless of how large we get, we will commit to always having a “small company” feel that is hard to come by in an industry of consolidating “Mega-IMOs”.
We pride ourselves on being able to provide support that is unmatched in the industry while also providing payout levels that are unmatched in the industry.
Over the last 25 years, our founder – Charlie Gipple, CFP®, CLU®, ChFC® – has worked as a coach for hundreds of agents, registered reps, broker dealers, CPAs, advisors and marketing organizations and has built these relationships that he cherishes. We now work with these financial professionals as their IMO to elevate their businesses to new heights.
Charlie has not only spoken at large agent events as a keynote speaker – he has also conducted hundreds of client seminars over the years and he knows what works and what does not! Thus, CGFG’s mission is to transfer this knowledge to you, the agent/advisor.
One of the many attributes our financial professionals like about us is: unlike many other IMO’s, we personally produce ourselves. This means that the product strategies, tax strategies and ideas that we communicate to you are based on proven real-life experiences with the end consumer. In essence, we eat what we cook!! Many times, what looks good on paper does not work when applied. We actually apply our ideas; and are quite good at it! We then transfer this knowledge to you through ongoing training and also through the “CG Academy”.
When we combine this experience with the end consumer along with 25 years of coaching MDRT-level financial professionals on a national scale, there is a powerful combination of knowledge we can transfer to you, the financial professional!
Being a GA/IMO requires so much more than providing product specs! It requires technology, training, case management, support infrastructure, and many other things. We have this!!!
