MYGAs and Traditional Fixed Annuities Blogposts
Charlie’s Annuity Product Brain Dump: Various Products For Various Scenarios
This post is a bit of a brain-dump as I go down the list of products that sit in my head and why those products would...
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...
News: Updated MYGA Rates are Posted
Check the rates out here.
Consumer Piece: MYGA Frequently Asked Questions
Call in to CG Financial Group to get your customized piece for your office. Remember, to navigate to the various pages...
News: AIG is dropping rates on February 21, 2023
Please check out the below updated rate sheets for their most popular indexed annuities, the Power 10 Protector and...
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...
News: AIG/Corebridge Is Increasing Payout Factors and Rollup Rate on Their GLWB!!!!
Some exciting news from the #1 fixed annuity company in the country (by sales), AIG/Corebridge. They are increasing...
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: Market Value Adjustment (MVA) Explained
https://youtu.be/LuH_A5nPmoA
Case Study Video: RMDs, 401ks, IRAs, and SPIAs
Below is a video where I discuss RMDs and SPIAs with IRAs as well as 401ks. There is much more to this than meets the...
Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!
https://youtu.be/-35y7puOu1Y
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065