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Life Insurance Blogposts
Why “Overfund” Life Insurance
As my company trains scores and scores of financial professionals every month on permanent life insurance, we...
Which Vegetable is the Best? The Apple or the Orange?
There are a few annuity and life insurance social media groups in which I am a "group expert" in. These social...
Life Insurance With Chronic Illness Example
Some of my fondest memories as a kid have to do with being on the lake in a boat enjoying water sports. So, once I had...
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...
Case Study Video: Two IUL Illustrations, Two Completely Different “Minimum DBs”
This is a case study video where I was helping an agent figure out why the minimum DBs where so much different on the...
Case Study Video: Life Insurance For an 86-Year-Old?
Below is where I discuss insuring an 86 year old as well as what Term options are available for older folks...
Case Study: Section 7702 Changes, Before and After
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Case Study: 1035ing into an already existing IUL
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Smoked Brisket, Google, and Reading Your Clients’ Minds
A snapshot of Charlie’s mind: Smoked Brisket During the peak of the Covid 19 pandemic where we were all looking...
Carrier Implementation of Section 7702 Changes.
As I was speaking with a few carriers recently about them signing up and contributing expertise to the Retirement...
Whitepaper: “Optimizing” Whole Life Insurance
Humans Can’t Leave Well Enough Alone Back in 2015, as I left the Victory motorcycle dealership with my brand-new...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065