https://youtu.be/19cuJDXjkVw
Financial Professional Content Blogposts
The FYI On LTC, AOBs, COBs And EOBs
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
Converting A GLWB Annuity To A Roth: What Value Is Taxed?
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
ChatGPT and I Discuss Estate Planning and Living Benefits: What Grade Would I Give AI?
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
News: Updated MYGA Rates are Posted
Check the rates out here.
Video: Whole Life Direct Recognition Versus Non-Direct Recognition
https://youtu.be/qS3RegA1jc4
News: Best Interest Training Requirements For Annuity Sales
As of this writing (5/9/2023), below is a list of states that have adopted the "Best Interest Standard" rule. What...
Video: GLWBs and ROTH IRA Conversions: Which Value is the Tax Based On?
https://youtu.be/IcV9owmx68M
Consumer Piece: MYGA Frequently Asked Questions
Call in to CG Financial Group to get your customized piece for your office. Remember, to navigate to the various pages...
Charlie’s Broker World Article: Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????
Charlie’s Broker World Article on Annuity Pricing, Life Pricing, and Replacing Clients’ Old Annuities To Get New and Better Caps
Now Offering Penn Mutual!!!
Financial Professionals!!! CG Financial Group is excited to announce the addition of Penn Mutual. You can now offer...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065