Financial Professional Content Blogposts
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...
Joint Long-Term Care Benefits: Nationwide and One America
https://youtu.be/_9swndA-OKI
(Webinar) Charlie’s Favorite Annuities, Life, and LTC (6-15-2023)
https://youtu.be/78eFxZ7lEQE
Video: One of the Most Common Social Security Mistakes.
https://youtu.be/WHLGjjgqffE
Which Long-Term Care Option is “The Best”
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
Video: Charlie’s Thoughts on David McKnight Annuity Video
Below is Charlie's video. Also, below that video is the David McKnight video that Charlie is referring to....
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CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065