For all of us in financial services and those that plan on being around for the next several years, there are great...
Agents should be excited about the pig and the Python!!!
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Financial Professional Content Blogposts
Washington State: “We are the government and we are here to help”
Although many people, including me, were somewhat excited about the state of Washington mandating that Washingtonians...
Case Study: Section 7702 Changes, Before and After
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Case Study: LTC, Life, and Retirement. Oh, and the Engineer!!!
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Suggested Commission Sharing/Split Structures
Many times a "junior agent" might seek to partner with a veteran agent. The reasons for this partnership are obvious;...
GLWB Taxation (Written By Mystery Man)
A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...
Marketing: When Protein Powder is not just “Protein Powder”
A while back as I was preparing to go to the gym, I made myself a protein shake. For whatever reason, I actually read...
Embrace Your Scars
At 43 years old I am no longer a young puppy. I remember being a 20-something in the business wishing that I could be...
Case Study: Decedent IRA, Or Not
Below is a case study video that happened this week Feel free to discuss below in the "comments".
Whitepaper: Women and Social Security
Case Study: 1035ing into an already existing IUL
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Case Study: Lifetime Income for 51-Year-Old
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
