As of this writing (12/05/2023), below is a list of states that have adopted the "Best Interest Standard" rule. What...
FL, KS, OR, TN, and WA Adopt Best Interest Training Requirements For Annuity Sales
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Annuities Blogposts
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
Indexed Products: How The Watch Is Built
First off, if you like this whitepaper, feel free to register for our "Agent Portal" that has a couple hundred videos,...
Charlie’s Annuity Product Brain Dump: Various Products For Various Scenarios
This post is a bit of a brain-dump as I go down the list of products that sit in my head and why those products would...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
