Financial Professional Content Blogposts

The Best Time to Use a CRM Was 20-Years Ago, But the Second Best Time is NOW…

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 27, 2022 | Financial Professional Content, Practice Management, Technology | 0 Comments

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

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 27, 2022 | News, Technology, Videos, Webinar Recordings | 0 Comments

Access Recording Below https://youtu.be/VKL3yIc1FGE NOTICE!!! THE CG FINANCIAL GROUP AGENT PORTAL WILL BE LIVE IN LATE...

Video: What is Medicaid Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 25, 2022 | Estate Planning, Financial Professional Content, Medicaid, Videos | 0 Comments

https://youtu.be/5m9zbO2AcD8

Mythbusting Video: “The Carrier Keeps My Cash Value If I Die”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Financial Professional Content, Indexed Universal Life, Life Insurance, Videos, Whole Life | 0 Comments

https://youtu.be/pTWKbFz648Q

Webinar Recording: Technology Ideas for Your Agency

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Financial Professional Content, Practice Management, Technology, Videos, Webinar Recordings | 0 Comments

https://youtu.be/2VXuEXFqJlE

Webinar Recording: Protecting Your Assets from Creditors, Taxes, and Lawsuits

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Creditor Protection, Financial Professional Content, Videos, Webinar Recordings | 0 Comments

https://youtu.be/2RNECIm3-iU

Webinar Recording: Medicaid Case Study

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 17, 2022 | Annuities, Estate Planning, Medicaid, News, Videos, Webinar Recordings | 0 Comments

https://youtu.be/01goD6KtHeE

Client Webinar Recording: Addressing Long-Term Care Expenses in Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2022 | Annuities, Estate Planning, Financial Professional Content, Hybrid LTC Products, Life Insurance, Long-Term Care, Standalone-Traditional LTCI, Taxes, Videos, Webinar Recordings | 0 Comments

This was a nationwide webinar that Charlie did for the clients of CG Financial Group's agents....

Creating an Indexed Annuity

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 15, 2022 | Annuities, Indexed Annuities, Indexed Universal Life, Life Insurance, News | 0 Comments

As the owner of this IMO - CG Financial Group - I always commit to bringing you unique content that you find valuable,...

VIDEO: What is “Target Premium?”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 15, 2022 | Financial Professional Content, Indexed Universal Life, Life Insurance, Videos | 0 Comments

https://youtu.be/aU_ub4_5f20

Staying Calm While Others are Panicking

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 17, 2022 | Financial Professional Content, Practice Management | 0 Comments

Many years ago I had a 6:00 am Southwest flight out of Omaha to Phoenix. I was dead tired because I had to wake up at...

« Older Entries

Next Entries »

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

Email

[email protected]

Are You a Financial Professional? Subscribe to Our Weekly Emails That Have Top-Notch Ideas, News, and Updates.

Join our mailing list to receive the latest ideas, news, and updates.

You have Successfully Subscribed!

By Submitting this form, you are consenting to receive marketing emails from CG Financial Group. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe link, found at the bottom of every email. Emails are services by Constant Contact.