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?
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Financial Professional Content Blogposts
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...
Consumer Seminar: Maximizing Social Security Retirement Benefits
This is our Social Security Seminar that Charlie has done via webinar to thousands of consumers....
Risk Premium: Applying Economic Principles (and common sense) to Indexed Annuity and IUL Illustrated Rates.
https://youtu.be/TVjOOG96Xsw
Four Annuity/GLWB Comparisons: The Best Versus The Best!!!!
https://youtu.be/qqbrkdWJnEU
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
