A while back I was reading the Wall Street Journal and my son says, "why do you read the news so much??". I thought...
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Financial Professional Content Blogposts
Carrier Implementation of Section 7702 Changes.
As I was speaking with a few carriers recently about them signing up and contributing expertise to the Retirement...
Hybrid LTC Products: How Can The Carriers Afford It?
As I was speaking with an agent today and singing the virtues of "hybrid LTC products" and their ability to solve...
Whitepaper: “Optimizing” Whole Life Insurance
Humans Can’t Leave Well Enough Alone Back in 2015, as I left the Victory motorcycle dealership with my brand-new...
Parties to The Annuity Contract
I was putting together some material for basic annuity training and something I created was a breakdown on the...
The 2.8% Withdrawal Rate Study
In 2013 Morningstar put out a report that sought to update what was once the 4% rule of thumb. There are some very...
The Bengen 4% Study
There is a lot of talk about the 4% rule. Some folks still view it as the gospel and others might view it as being...
Whitepaper: The Consolidated Appropriations Act of 2021
The consolidated Appropriations Act was a roughly 5,500 bill that was signed into law in late December 2020. The...
Whitepaper: Taxes and Annuities. How Annuities are Taxed
A good friend of mine and somebody that I lean on a lot is an advanced sales mastermind, and her name is Heather...
The Low Interest Rate’s Impact On Caps
As you may have read in my other article on this topic that can be found here, I mentioned that the average general...
NOT recommending something that IS suitable can get you in as much trouble as recommending something that is NOT suitable.
As I was finishing up and article (click here) on Long-Term Care and how I believe addressing the LTC problem with...
My Dog And Long Term Care
First off, i think its important to point out that the image of me and my dog, Max, is not a glamour shot. We were at...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
