I was putting together some material for basic annuity training and something I created was a breakdown on the...
Parties to The Annuity Contract
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Financial Professional Content Blogposts
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...
PowerPoints: Your Best Friend Or Your Worst Enemy
I have done 100-150 presentations a year for as long as I can remember. I have done thousands of presentations. But...
The Bengen 4% Rule Includes Inflation Adjustments, Annuities Don’t
For the rather studious financial professionals that observe my conversation around GLWBs versus the 4% Rule, they may...
My $86 Haircut, Minivans, IUL and GUL
For my friends out there who have seen my head and how it can cast a blinding reflection if the sun is at the right...
Ned Ryerson is Just as Cool as Gordon Gekko
There is a lot that can be learned from little kids. They are unfiltered and say what is on their minds because they...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
