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Video: Paid Up Additions on Whole Life Insurance
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Financial Professional Content Blogposts
Video: Social Security is NOT as Simple As You Think
https://youtu.be/IOrcD0AhV-U
Video: My GLWB “Napkin Diagram”
One Saturday a couple of years ago a new agent called me up and asked me to explain to him how a GLWB worked!!! I was...
News: CA Agents!!! Display License Number On Emails
Starting January 1, 2023, the state of California requires that producers display their license number in the emails...
GLWBs, Step-Ups, And Other Random Annuity Thoughts
A few weeks ago I was preparing an indexed annuity illustration for one of our agents who had a client that wanted...
Why Focus on Social Security?
A while back an agent of mine was calling out to confirm social security seminar attendees from a marketing campaign...
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
Video: Mrs. Gipple’s Horrible Hearing and What Consumers Are Actually Interested In.
A quick story as well as what consumers will actually drive across town to hear about from a complete stranger....
Video: Soundbite from a Recent Social Security Consumer Webinar
This is a short snippet from a Social Security webinar that Charlie recently conducted for one of our top agencies....
The Best Time to Use a CRM Was 20-Years Ago, But the Second Best Time is NOW…
I know, I know! That is not exactly how the old Chinese proverb went, but it was something like that! It...
Webinar Recording: Social Security, Annuity, and LTC Software That Will Change Your Life
Access Recording Below https://youtu.be/VKL3yIc1FGE NOTICE!!! THE CG FINANCIAL GROUP AGENT PORTAL WILL BE LIVE IN LATE...
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
