Here Charlie discusses why it is so much easier in your pre-retirement years than it is your post-retirement years...
Video: The Rules and Math Changes Once You Hit Retirement
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Annuities Blogposts
(Training Video): The Annuity/GLWB Conversation
If you practice this conversation and store it to memory, you will find that this will help you grow your annuity...
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...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
