https://youtu.be/utTPTGT_sZE?si=ktyxXoZ4XUH0Wpdc
Video: Indirect Rollovers, Direct Rollovers, and Direct Transfers
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Annuities Blogposts
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...
Video: Equitrust’s Bridge Annuity/LTC
https://youtu.be/al2WxUtLNdk
Structured Annuities: How The Watch Is Built
Here is a video explaining the method to the madness of "Structured Annuities". Ignore the numbers as Charlie merely...
Video: Demo of Annuity E-Application. IT’S EASY!!!
Selling Indexed Annuities: Part 1, Discussing how indexed annuities credit interest
https://youtu.be/eTR7CP7NTkU
Selling Indexed Annuities: Part 2, Discussing GLWB Riders
https://youtu.be/4uCw__ltTWw
Video: Selling Indexed Annuities: Part 3, Discussing the Contract Value and the Benefit Base
https://youtu.be/YOxB8v_75KM
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CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
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