https://youtu.be/4HJLMSeq3lE
Annuities Blogposts
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...
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...
Corebridge is Increasing GLWB Payout Factors Again on 6/3/2024
Update: Annuities Versus the 4% Rule of Thumb
The below analysis on GLWBs Versus the 4% Rule has been updated to today’s GLWB offerings. I recently saw somebody...
GLWB Now, Or Accumulate then Choose a GLWB or SPIA?
A question that I get from my agents occasionally is this, “does my client do an income rider now, or do they buy an...
Article: Charlie’s Paranoia of Product Extinction
BUY ANNUITIES NOW! They are better than they have ever been, and they may not be here forever, at least in their...
Video: Stop The Madness!!! Annuity “Doublers” Are Not LTC!!!
https://youtu.be/TaDzfgBHOBc?si=WTETX-KwbRuZnkRf
Webinar: Roleplaying the Post Social Security Seminar Meeting. Discussing Social Security and the Retirement Income Plan
This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com