Below is one of Charlie's monthly columns for Broker World. To navigate to the various pages, click the arrows at the...
A Simple Way To Analyze Volatility Control Strategies
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Indexed Universal Life Blogposts
Video: Quoting Life Insurance For a Heavier “Build”
https://youtu.be/mmiBH8bLKoQ
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...
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,...
Video: GLWBs and ROTH IRA Conversions: Which Value is the Tax Based On?
https://youtu.be/IcV9owmx68M
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
Video: David McKnight (Power of Zero) on Illustrated Rates
I thought he did a good job of summarizing my analysis and I am also happy that he agrees with my assessment on a very...
Video: Dropping Caps, Are IUL Companies Ripping off Consumers?
This is regarding new business issued today. This is a different topic than the treatment of existing policies and the...
Life Annuity Specialist Article: Amid Plethora of Indexes, Annuity Buyers Return to the Familiar
I wanted to post this article that I contributed to in Life Annuity Specialist. I want to post this in the "CG...
News: “Banking Strategies” Forbidden by Mass Mutual
Mass Mutual has had this stance for as long as I can remember. However, it is interesting to see their logic on paper....
News: FG’s IUL Webinar Replay is Posted!
This newsflash is to inform you that the replay from a couple of weeks ago is posted and you can view it here.
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
