Topics discussed in whitepaper: Difference between UL and IULDifference between IUL and Whole LifeUnique actuarial...
Whitepaper: Indexed Products: How The Watch is Built
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Financial Professional Content Blogposts
Six Marketing Steps to Creating a “21st Century Agency”
Whether one is brand new to our industry or a veteran looking to optimize his/her practice, the below may be useful...
The Difference Between Universal Life and Indexed Universal Life
The major difference between current assumption universal life insurance and IUL is what the carrier does with the...
Don’t Assume Your Prospects Understand Life Insurance
Last year I decided to buy my two sons (8 and 11 years old) and myself motocross dirt bikes. My intention was to find...
Career Advice: Sometimes “Risky” is safe and “Safe” is risky
We all hit a point in our career where the road branches out and we have to make a decision. Those decisions are...
The First Indexed Product
1995: Necessity is the Mother of Invention The annuity business (not life insurance) is where indexed products were...
If you aim small, you miss small.
A hobby I inherited from my father is shooting precision rifles and handguns. Decades ago, when my brother and I were...
Selling Life Insurance As “Investments”: Stay Out of Jail!
This message is prompted by hearing about yet another agent that got herself in trouble by selling cash value life...
History of Modern Portfolio Theory and Asset Allocation
Post Great Depression Whether discussing life insurance, annuities, investments, etc, it is hard to imagine a...
Good News! Changes To Section 7702
If you get shivers down your spine in excitement like I do when you think of things like CVAT, GPT, Modified Endowment...
One of My Favorite Graphics
The above graphic is powerful to me because it shows that "risk is in the eye of the beholder". Consumers that...
The Failed Covid “RoboTeacher” Experiment
Just like how we are all cavemen and women that have evolved, we are also still kids that have grown. Internally, we...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
