Some exciting news from the #1 fixed annuity company in the country (by sales), AIG/Corebridge. They are increasing...
Indexed Annuities Blogposts
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
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
Creating an Indexed Annuity
As the owner of this IMO - CG Financial Group - I always commit to bringing you unique content that you find valuable,...
“Annuity GLWBs Usually Don’t Include Inflation, The WD Rules of Thumb Do!!!”
For the rather studious financial professionals that observe my conversation around GLWBs versus the 4% Rule, they may...
Volatility Controlled Strategies, Not Better and Not Worse
If you had a choice between inheriting 40% of Jim’s estate or 100% of Richard’s estate, which one would you...
Why Only 4% Withdrawal Rates If the Market Has Averaged 10%?
Many years ago, I was sitting with a client who had a $500,000 portfolio and was about to retire. He asked me...
Sequence of Returns and Sequence of Inflation Risks
This article is a bit of a preface to an article I am making for you that will come out next month. That article will...
Case Study Video: RMDs, 401ks, IRAs, and SPIAs
Below is a video where I discuss RMDs and SPIAs with IRAs as well as 401ks. There is much more to this than meets the...
Retirement is on sale with annuities by 43%!!
Many of you “Academians“ know of the 4% rule that I reference here. Some of you also know about the later-published...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com