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Indexed Annuities Blogposts
Why Your Annuity Trumpet Should Get Louder As Interest Rates Decrease
I know the title of this article seems contrary to what you would think but hear me out as I discuss the “relativity...
GLWB Taxation (Written By Mystery Man)
A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...
The 2.8% Withdrawal Rate Study
In 2013 Morningstar put out a report that sought to update what was once the 4% rule of thumb. There are some very...
Whitepaper: Taxes and Annuities. How Annuities are Taxed
A good friend of mine and somebody that I lean on a lot is an advanced sales mastermind, and her name is Heather...
The Low Interest Rate’s Impact On Caps
As you may have read in my other article on this topic that can be found here, I mentioned that the average general...
The Bengen 4% Rule Includes Inflation Adjustments, Annuities Don’t
For the rather studious financial professionals that observe my conversation around GLWBs versus the 4% Rule, they may...
Annuities And GLWBs: How To Clear A Room At A Christmas Party
My wife, kids and I went to a Christmas party at a friend’s house a couple years ago with about eight other families...
The History of Annuities
Alittle over 2,000 years ago lived Julius Caesar. This was around 50 BC. Julius Caesar of course was the...
Whitepaper: Indexed Products: How The Watch is Built
Topics discussed in whitepaper: Difference between UL and IULDifference between IUL and Whole LifeUnique actuarial...
The First Indexed Product
1995: Necessity is the Mother of Invention The annuity business (not life insurance) is where indexed products were...
The Absent Insurance Agent I Needed 40 Years Ago
The below is actually from one of my most popular columns that I wrote for Broker World Magazine that I want to share...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com