https://youtu.be/TaDzfgBHOBc?si=WTETX-KwbRuZnkRf
Annuities Blogposts
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...
Breaking News!!! Athene has Increased Commission on 4-1-24
Broker World Article: Charlie’s “Three Bucket” Approach to Explaining Fixed Annuities
Broker World Article: Options For Being A Registered Rep And Also Selling Indexed Annuities
Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...
Broker World Article: Annuity Suitability: The Method to the Madness
Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...
Video: Indirect Rollovers, Direct Rollovers, and Direct Transfers
https://youtu.be/utTPTGT_sZE?si=ktyxXoZ4XUH0Wpdc
Broker World: Options for Decedent IRAs and Inherited NQ Money
You can also check out this "Quick Reference Guide" in regards to what Charlie discusses in this article. Click here.
FL, KS, OR, TN, and WA Adopt Best Interest Training Requirements For Annuity Sales
As of this writing (12/05/2023), below is a list of states that have adopted the "Best Interest Standard" rule. What...
Video: What the Heck is a “Linked Benefit”
https://youtu.be/TubuHna3XS0
Video Example of Charlie Figuring Out “The Best” Product
Have you had Charlie run quotes for you lately? Direct Number: 515-986-3065 https://youtu.be/g4_pNo8JUXI
A Simple Way To Analyze Volatility Control Strategies
Below is one of Charlie's monthly columns for Broker World. To navigate to the various pages, click the arrows at the...
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CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065