First off, if you like this whitepaper, feel free to register for our "Agent Portal" that has a couple hundred videos,...
Indexed Products: How The Watch Is Built
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Annuities Blogposts
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...
Rollovers, Transfers, and 1035 Exchanges: Don’t Assume You Already Know
A client of mine calls me up and says, “my CPA says (oh boy, here we go) that I should have gotten a 1099R for my...
(Webinar) Charlie’s Favorite Annuities, Life, and LTC (6-15-2023)
https://youtu.be/78eFxZ7lEQE
Video: Charlie’s Thoughts on David McKnight Annuity Video
Below is Charlie's video. Also, below that video is the David McKnight video that Charlie is referring to....
Converting A GLWB Annuity To A Roth: What Value Is Taxed?
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
News: Updated MYGA Rates are Posted
Check the rates out here.
News: Best Interest Training Requirements For Annuity Sales
As of this writing (5/9/2023), below is a list of states that have adopted the "Best Interest Standard" rule. What...
Consumer Piece: MYGA Frequently Asked Questions
Call in to CG Financial Group to get your customized piece for your office. Remember, to navigate to the various pages...
Charlie’s Broker World Article: Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????
Charlie’s Broker World Article on Annuity Pricing, Life Pricing, and Replacing Clients’ Old Annuities To Get New and Better Caps
Consumer Seminar: Maximizing Social Security Retirement Benefits
This is our Social Security Seminar that Charlie has done via webinar to thousands of consumers....
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
