Financial Professional Content Blogposts
Broker World Article: Update: Annuities Versus the 4% Rule of Thumb
Broker World Article: GLWB Now, Or Accumulate then Choose a GLWB or SPIA?
Article: Charlie’s Paranoia of Product Extinction
BUY ANNUITIES NOW! They are better than they have ever been, and they may not be here forever, at least in their...
Social Security Analysis: Layering Versus Bucketing
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
Video: A Couple of Social Security Tips
In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...
Video: Irrevocable Life Insurance Trusts, Estate Planning, Gifting, and Crummey Provisions
https://youtu.be/ph9YPrhi_mY
Video: Stop The Madness!!! Annuity “Doublers” Are Not LTC!!!
https://youtu.be/TaDzfgBHOBc?si=WTETX-KwbRuZnkRf
Webinar: Roleplaying the Post Social Security Seminar Meeting. Discussing Social Security and the Retirement Income Plan
This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...
Kai-Zen Webinar April of 2022
https://youtu.be/FOoW6mJXIek
Kai-Zen Premium Financing Video
Kai-Zen is a great premium financing program whereas for every dollar the client puts in, the Kai-Zen banks contribute...
Breaking News!!! Athene has Increased Commission on 4-1-24
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