A few weeks ago I was preparing an indexed annuity illustration for one of our agents who had a client that wanted...
GLWBs, Step-Ups, And Other Random Annuity Thoughts
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Financial Professional Content Blogposts
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...
Video: What is Medicaid Planning
https://youtu.be/5m9zbO2AcD8
Mythbusting Video: “The Carrier Keeps My Cash Value If I Die”
https://youtu.be/pTWKbFz648Q
Webinar Recording: Technology Ideas for Your Agency
https://youtu.be/2VXuEXFqJlE
Webinar Recording: Protecting Your Assets from Creditors, Taxes, and Lawsuits
https://youtu.be/2RNECIm3-iU
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
