https://youtu.be/3svBirW93NA
Video: What is KaiZen?
read more
Financial Professional Content Blogposts
Broker World Article: Charlie’s “Three Bucket” Approach to Explaining Fixed Annuities
Broker World Article: Rethinking Seminar Prospecting
Webinar: Tax Time is Here: Understanding the Tax Return (1040)
https://youtu.be/nP9TijmDlVU
Broker World Article: Options For Being A Registered Rep And Also Selling Indexed Annuities
Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...
Broker World Article: Annuity Suitability: The Method to the Madness
Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...
Weight Loss Drugs and Life Insurance Underwriting
When you, the agent, work with CG Financial Group, you don't have to "guess" how the life insurance carrier...
Video: Indirect Rollovers, Direct Rollovers, and Direct Transfers
https://youtu.be/utTPTGT_sZE?si=ktyxXoZ4XUH0Wpdc
Video: Social Security Case Study from Our Seminar
This is an 18 minute "snippet" from our Social Security Seminar to give you, the agent, an understanding of how the...
Broker World: Options for Decedent IRAs and Inherited NQ Money
You can also check out this "Quick Reference Guide" in regards to what Charlie discusses in this article. Click here.
Broker World Article: Literal Language Versus Practical Language. The Client’s Perception Is Our Reality
Article is below. Remember, to click through the pages, use the arrows at the bottom of the document.
Webinar Recording: Estate Planning Series Part 1: Intro to Estate Planning
https://youtu.be/Jm3WRLPxCnI
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
