Guaranty Income Life is taking a significant rate increase on our WealthChoice FIA products effective January 9th....
Indexed Annuities Blogposts
News: AIG/Corebridge Is Increasing Payout Factors and Rollup Rate on Their GLWB!!!!
Some exciting news from the #1 fixed annuity company in the country (by sales), AIG/Corebridge. They are increasing...
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,...
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








