This was an annuity sales idea conversation that I had with my good friend David Kinder, who moderates a very large...
Financial Professional Content Blogposts
Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????
What happened to Silicon Valley Bank– along with Signature Bank – that represents the two largest bank failures since...
Replacing Clients’ Old Annuities To Get New and Better Caps
This has come up a few times as interest rates have risen, which has resulted in better caps on new policies than what...
Video: Dropping Caps, Are IUL Companies Ripping off Consumers?
This is regarding new business issued today. This is a different topic than the treatment of existing policies and the...
Life Annuity Specialist Article: Amid Plethora of Indexes, Annuity Buyers Return to the Familiar
As yields climb and carriers can afford to be more generous, agents revert to the indexes they know best....
Can a Felon Get Life Insurance?
This group may not represent an ideal target market, but occasionally this comes up. Here is an underwriting video on...
Webinar 02/23/2023 at 11:00 CST – Noon! Charlie’s Favorite Life Insurance Products and Companies, And Why.
Although Charlie's "Favorite" is dependent upon the client situation, there are products that often rise to the top...
Charlie’s Broker World Article: Is Delaying Social Security Worth It?
One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....
Charlie’s Broker World Article: Annuities Versus the 4% Rule
News: AIG is dropping rates on February 21, 2023
Please check out the below updated rate sheets for their most popular indexed annuities, the Power 10 Protector and...
News: CLIENT LTC Webinar THIS WEEK!!!. Invite your clients!!!
Charlie has been doing Social Security webinars that you have been inviting your clients to. Here is a new one for...
News: Updated MYGA Rates are Posted
Check the rates out here.

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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065