https://youtu.be/Rk-IbPRHbFM
Video: Do Some Carriers Play Games With Caps???
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Financial Professional Content Blogposts
Webinar Recording: One America, Efficient LTC Planning, Using a Client’s Assets for LTC Coverage
https://youtu.be/W0pS6vralyU
Broker World: Whole Life Flexibility and Case Design (Part 1 of 3)
Video: The Three Types of Long-Term Care (in 3 minutes)
https://youtu.be/ZlQwDfaXbKE
Webinar Recording: One America, Efficient LTC Planning: Using a client’s Assets for LTC coverage
https://youtu.be/un_4MStFCOQ
Webinar: Retirement Income Plan Case Study
https://youtu.be/4HJLMSeq3lE
PHL (Phoenix Life) in Rehabilitation
We have gotten a substantial amount of questions on PHL recently entering "rehabilitation" and how that affects Nassau...
Webinar: Decedent IRA Rules and Products to Use
This webinar was conducted June 13th 2024. Description: THERE IS $25 BILLION IN IRA AND DEFINED CONTRIBUTION MONEY, OF...
Whitepaper: Using Life Insurance to Retain Key Employees and Protect the Business.
Required Minimum Distribution Reference Guide
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
IRA Beneficiary Distribution Guide and Cheat Sheet
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
Whitepaper: Annuity Taxation
Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
