Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
Broker World Blogposts
Broker World Article: Charlie’s “Three Bucket” Approach to Explaining Fixed Annuities
Broker World Article: Rethinking Seminar Prospecting
Broker World Article: Options For Being A Registered Rep And Also Selling Indexed Annuities
Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...
Broker World Article: Annuity Suitability: The Method to the Madness
Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...
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.
Broker World Article: Literal Language Versus Practical Language. The Client’s Perception Is Our Reality
Article is below. Remember, to click through the pages, use the arrows at the bottom of the document.
Broker World Article: Life, This is Only My First Time
Remember, to navigate through the pages, just click the arrow at the bottom of the document.
Broker World: Independent Distribution and Never Being “Outproducted”
Charlie writes for Broker World monthly and shares those writings with CG Financial Group financial professionals. In...
Broker World: The #1 Social Security Mistake I See
Charlie writes for Broker World monthly and shares his writings with CG Financial Group financial professionals. In...
The IRS “Death Penalty”
Here is another one of Charlie's Broker World Columns. To navigate to the various pages, click the arrows at the...
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...
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CG Financial Group, LLC
7629 Silverstone Ct.
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