Below is one of Charlie's monthly columns for Broker World. To navigate to the various pages, click the arrows at the...
Financial Professional Content Blogposts
Video: Quoting Life Insurance For a Heavier “Build”
https://youtu.be/mmiBH8bLKoQ
Webinar: Selling LTC For Dummies
Video: Equitrust’s Bridge Annuity/LTC
https://youtu.be/al2WxUtLNdk
Structured Annuities: How The Watch Is Built
Here is a video explaining the method to the madness of "Structured Annuities". Ignore the numbers as Charlie merely...
Video: Demo of Annuity E-Application. IT’S EASY!!!
Selling Indexed Annuities: Part 1, Discussing how indexed annuities credit interest
https://youtu.be/eTR7CP7NTkU
Selling Indexed Annuities: Part 2, Discussing GLWB Riders
https://youtu.be/4uCw__ltTWw
Video: Selling Indexed Annuities: Part 3, Discussing the Contract Value and the Benefit Base
https://youtu.be/YOxB8v_75KM
Indexed Products: How The Watch Is Built
First off, if you like this whitepaper, feel free to register for our "Agent Portal" that has a couple hundred videos,...
Charlie’s Annuity Product Brain Dump: Various Products For Various Scenarios
This post is a bit of a brain-dump as I go down the list of products that sit in my head and why those products would...
Rollovers, Transfers, and 1035 Exchanges: Don’t Assume You Already Know
A client of mine calls me up and says, “my CPA says (oh boy, here we go) that I should have gotten a 1099R for my...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com