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Required Minimum Distribution Reference Guide
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Financial Professional Content Blogposts
IRA Beneficiary Distribution Guide and Cheat Sheet
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Charlie’s Broker World Article: Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????
Charlie’s Broker World Article on Annuity Pricing, Life Pricing, and Replacing Clients’ Old Annuities To Get New and Better Caps
Now Offering Penn Mutual!!!
Financial Professionals!!! CG Financial Group is excited to announce the addition of Penn Mutual. You can now offer...
Risk Premium: Applying Economic Principles (and common sense) to Indexed Annuity and IUL Illustrated Rates.
https://youtu.be/TVjOOG96Xsw
Four Annuity/GLWB Comparisons: The Best Versus The Best!!!!
https://youtu.be/qqbrkdWJnEU
GLWB Economics: Are GLWB’s Even a Good Thing???
It doesn't take a rocket scientist to understand that at a 5% (for example) payout factor, it takes 20 years for the...
Video: Annuity Sales Ideas with Charlie and David Kinder
This was an annuity sales idea conversation that I had with my good friend David Kinder, who moderates a very large...
Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????
What happened to Silicon Valley Bank– along with Signature Bank – that represents the two largest bank failures since...
Video: David McKnight (Power of Zero) on Illustrated Rates
I thought he did a good job of summarizing my analysis and I am also happy that he agrees with my assessment on a very...
Video: Dropping Caps, Are IUL Companies Ripping off Consumers?
This is regarding new business issued today. This is a different topic than the treatment of existing policies and the...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
