Charlie has been doing Social Security webinars that you have been inviting your clients to. Here is a new one for...
Long-Term Care Blogposts
Webinar Recording From 1/12/2023: Charlie’s Annuity, Life, and LTC Update
You don't want to miss this one! The Recording is below. The industry has been changing at an unprecedented pace over...
Video: What is Monte Carlo Analysis (And JourneyGuide)???
In this video, Charlie explains exactly what Monte Carlo simulations are and why they are powerful. He also explains...
Video: Are LTC Premiums Deductible For Businesses?
https://youtu.be/T6oSJWKklrM
News: LTC Deductibility Limits Have Increased for 2023
Although there are other parameters beyond the below chart for LTC deductibility, below is the amount of LTC premiums...
Webinar Recording: Charlie’s Favorite Annuities, Life, and LTC (November 2022)
https://youtu.be/22b9pMCiBKQ
Client Webinar Recording: Addressing Long-Term Care Expenses in Retirement
This was a nationwide webinar that Charlie did for the clients of CG Financial Group's agents....
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...
The Long-Term Care Option You Never Heard Of…
First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...
LTC Annuities: A “Low-Friction” LTC Sale
As I discuss this particular product type as being a "low friction" LTC sale, I do not want the reader to gather that...
Case Study: LTC, Life, and Retirement. Oh, and the Engineer!!!
Below is a case study video that happened this week. Feel free to discuss below in the "comments".

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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065