You don't want to miss this one! The Recording is below. The industry has been changing at an unprecedented pace over...
Annuities Blogposts
News: 2022 Vol Controlled Index Performance Chart
This is a great bar graph that shows the performance of many of the volatility controlled indices that exist within...
News: Gilico is increasing rates on their FIAs. (Great Premium Bonus Product)
Guaranty Income Life is taking a significant rate increase on our WealthChoice FIA products effective January 9th....
News: AIG/Corebridge Is Increasing Payout Factors and Rollup Rate on Their GLWB!!!!
Some exciting news from the #1 fixed annuity company in the country (by sales), AIG/Corebridge. They are increasing...
Video: What is Monte Carlo Analysis (And JourneyGuide)???
In this video, Charlie explains exactly what Monte Carlo simulations are and why they are powerful. He also explains...
Video: Market Value Adjustment (MVA) Explained
https://youtu.be/LuH_A5nPmoA
Video: IUL and Indexed Annuities, How Do The Companies Do It???
https://youtu.be/xpEJsaSLjto
Video: My GLWB “Napkin Diagram”
One Saturday a couple of years ago a new agent called me up and asked me to explain to him how a GLWB worked!!! I was...
GLWBs, Step-Ups, And Other Random Annuity Thoughts
A few weeks ago I was preparing an indexed annuity illustration for one of our agents who had a client that wanted...
Webinar Recording: Charlie’s Favorite Annuities, Life, and LTC (November 2022)
https://youtu.be/22b9pMCiBKQ
Webinar Recording: Medicaid Case Study
https://youtu.be/01goD6KtHeE
Client Webinar Recording: Addressing Long-Term Care Expenses in Retirement
This was a nationwide webinar that Charlie did for the clients of CG Financial Group's agents....
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com








