Charlie writes for Broker World monthly and shares those writings with CG Financial Group financial professionals. In...
Broker World: Independent Distribution and Never Being “Outproducted”
read more
Broker World Blogposts
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...
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...
Which Long-Term Care Option is “The Best”
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
The FYI On LTC, AOBs, COBs And EOBs
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
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...
ChatGPT and I Discuss Estate Planning and Living Benefits: What Grade Would I Give AI?
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
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
Charlie’s Broker World Article: Is Delaying Social Security Worth It?
One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....
You should be getting our emails! If not, register below...
Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
