Below is one of Charlie's monthly columns for Broker World. To navigate to the various pages, click the arrows at the...
Indexed Annuities Blogposts
Structured Annuities: How The Watch Is Built
Here is a video explaining the method to the madness of "Structured Annuities". Ignore the numbers as Charlie merely...
Video: Demo of Annuity E-Application. IT’S EASY!!!
Selling Indexed Annuities: Part 1, Discussing how indexed annuities credit interest
https://youtu.be/eTR7CP7NTkU
Selling Indexed Annuities: Part 2, Discussing GLWB Riders
https://youtu.be/4uCw__ltTWw
Video: Selling Indexed Annuities: Part 3, Discussing the Contract Value and the Benefit Base
https://youtu.be/YOxB8v_75KM
Indexed Products: How The Watch Is Built
First off, if you like this whitepaper, feel free to register for our "Agent Portal" that has a couple hundred videos,...
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...
Charlie’s Broker World Article on Annuity Pricing, Life Pricing, and Replacing Clients’ Old Annuities To Get New and Better Caps
Risk Premium: Applying Economic Principles (and common sense) to Indexed Annuity and IUL Illustrated Rates.
https://youtu.be/TVjOOG96Xsw
Four Annuity/GLWB Comparisons: The Best Versus The Best!!!!
https://youtu.be/qqbrkdWJnEU
GLWB Economics: Are GLWB’s Even a Good Thing???
It doesn't take a rocket scientist to understand that at a 5% (for example) payout factor, it takes 20 years for the...

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