Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
Hybrid LTC Products Blogposts
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...
News: CLIENT LTC Webinar THIS WEEK!!!. Invite your clients!!!
Charlie has been doing Social Security webinars that you have been inviting your clients to. Here is a new one for...
News: Webinar Schedule for the next month here.
Below is a listing of the upcoming webinars we will be conducting over the next month or so. For additional details or...
Video: Are LTC Premiums Deductible For Businesses?
https://youtu.be/T6oSJWKklrM
News: LTC Deductibility Limits Have Increased for 2023
Although there are other parameters beyond the below chart for LTC deductibility, below is the amount of LTC premiums...
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....
LTC Annuities: A “Low-Friction” LTC Sale
As I discuss this particular product type as being a "low friction" LTC sale, I do not want the reader to gather that...
Washington State: “We are the government and we are here to help”
Although many people, including me, were somewhat excited about the state of Washington mandating that Washingtonians...
Case Study: LTC, Life, and Retirement. Oh, and the Engineer!!!
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Hybrid LTC Products: How Can The Carriers Afford It?
As I was speaking with an agent today and singing the virtues of "hybrid LTC products" and their ability to solve...
My Dog And Long Term Care
First off, i think its important to point out that the image of me and my dog, Max, is not a glamour shot. We were at...

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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065