Remember, to navigate through the pages, just click the arrow at the bottom of the document.
Broker World Article: Life, This is Only My First Time
read more
Financial Professional Content Blogposts
2024’s Tax Numbers for Financial Planning
A great piece put out by Kaplan for you to use in 2024. Remember, to navigate to the second page, click the arrows at...
Video: Capital Loss Harvesting and General Taxation Knowledge
https://youtu.be/DKyu_s-wRRs
Video: 2024’s New Tax Brackets and Charlie’s Thoughts on Taxes
https://youtu.be/PzT-67sRAY0?si=7WZZGaZnBf2ovOWA
FL, KS, OR, TN, and WA Adopt Best Interest Training Requirements For Annuity Sales
As of this writing (12/05/2023), below is a list of states that have adopted the "Best Interest Standard" rule. What...
Estate Planning Ideas and Reasons to “Gift” Now
This article is meant to give just a couple of quick updates on gift and estate tax limits that have recently been...
Adding Potential Long-Term Care Costs to Retirement Planning
This is another great whitepaper by our good friend Heather Schreiber!!! To navigate the pages, click the arrows that...
Webinar Recording: What are “Linked Benefit Pruducts”, The Moving Parts, How to Design Them.
https://youtu.be/wGuP4t-tKmY
Video: MN, IL, IA Agents. You’re invited!!!!
https://youtu.be/t7BsdTKc2Hg For ILLINOIS Agents, CLICK HERE TO LEARN MORE AND TO REGISTER. For IOWA Agents, CLICK...
Video: What the Heck is a “Linked Benefit”
https://youtu.be/TubuHna3XS0
Video Example of Charlie Figuring Out “The Best” Product
Have you had Charlie run quotes for you lately? Direct Number: 515-986-3065 https://youtu.be/g4_pNo8JUXI
Broker World: Independent Distribution and Never Being “Outproducted”
Charlie writes for Broker World monthly and shares those writings with CG Financial Group financial professionals. In...
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
