Here is a video explaining the method to the madness of "Structured Annuities". Ignore the numbers as Charlie merely...
Structured Annuities: How The Watch Is Built
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Life Insurance Blogposts
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,...
Rollovers, Transfers, and 1035 Exchanges: Don’t Assume You Already Know
A client of mine calls me up and says, “my CPA says (oh boy, here we go) that I should have gotten a 1099R for my...
(Webinar) Charlie’s Favorite Annuities, Life, and LTC (6-15-2023)
https://youtu.be/78eFxZ7lEQE
Video: Whole Life Direct Recognition Versus Non-Direct Recognition
https://youtu.be/qS3RegA1jc4
Charlie’s Broker World Article: Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????
Now Offering Penn Mutual!!!
Financial Professionals!!! CG Financial Group is excited to announce the addition of Penn Mutual. You can now offer...
Risk Premium: Applying Economic Principles (and common sense) to Indexed Annuity and IUL Illustrated Rates.
https://youtu.be/TVjOOG96Xsw
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...
Webinar 02/23/2023 at 11:00 CST – Noon! Charlie’s Favorite Life Insurance Products and Companies, And Why.
Although Charlie's "Favorite" is dependent upon the client situation, there are products that often rise to the top...
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....
Broker World Article: “If I Don’t Sell That Product, It’s a Bad Product”
My January 2023 Broker World Column
You should be getting our emails! If not, register below...
Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
