If you practice this conversation and store it to memory, you will find that this will help you grow your annuity...
(Training Video): The Annuity/GLWB Conversation
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Annuities Blogposts
The Roth IRA Conversion “Pro Rata Rule”
This is a very straightforward explanation from Athene on Traditional IRAs, Roth IRAs, and also the "Pro Rata Rule"....
Video: Sequence of Accounts To Withdraw From
If you are a financial professional and would like to discuss this video with Charlie, feel free to call him....
Awesome Annuity Chart: “Annuities Don’t Have Inflation Adjustments”
One of the biggest objections to annuities with a guaranteed withdrawal benefit rider is that they usually are just...
Webinar Recording: Selling Long-Term Care and Hybrid Products for Dummies (and Ideas)
Webinar Recording Below https://youtu.be/Gdi_X9BAsv8
Why I Don’t Give a Crap About My Annuity “Fees”
Video Below Note: This is the annuity that Charlie bought for himself. This is focused on income where "fees" do not...
Video: The Truth About Volatility Control Indexes
Note: In the example, i was using today's participation rates and plugging them into the performance over the last...
Video: Do Some Carriers Play Games With Caps???
https://youtu.be/Rk-IbPRHbFM
Webinar Recording: One America, Efficient LTC Planning, Using a Client’s Assets for LTC Coverage
https://youtu.be/W0pS6vralyU
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...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
