It doesn't take a rocket scientist to understand that at a 5% (for example) payout factor, it takes 20 years for the...
Financial Professional Content Blogposts
Video: Annuity Sales Ideas with Charlie and David Kinder
This was an annuity sales idea conversation that I had with my good friend David Kinder, who moderates a very large...
Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????
What happened to Silicon Valley Bank– along with Signature Bank – that represents the two largest bank failures since...
Video: David McKnight (Power of Zero) on Illustrated Rates
I thought he did a good job of summarizing my analysis and I am also happy that he agrees with my assessment on a very...
Video: Dropping Caps, Are IUL Companies Ripping off Consumers?
This is regarding new business issued today. This is a different topic than the treatment of existing policies and the...
Life Annuity Specialist Article: Amid Plethora of Indexes, Annuity Buyers Return to the Familiar
I wanted to post this article that I contributed to in Life Annuity Specialist. I want to post this in the "CG...
Can a Felon Get Life Insurance?
This group may not represent an ideal target market, but occasionally this comes up. Here is an underwriting video on...
Webinar 02/23/2023 at 11:00 CST – Noon! Charlie’s Favorite Life Insurance Products and Companies, And Why.
Although Charlie's "Favorite" is dependent upon the client situation, there are products that often rise to the top...
Charlie’s Broker World Article: Is Delaying Social Security Worth It?
One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....
News: AIG is dropping rates on February 21, 2023
Please check out the below updated rate sheets for their most popular indexed annuities, the Power 10 Protector and...
News: CLIENT LTC Webinar THIS WEEK!!!. Invite your clients!!!
Charlie has been doing Social Security webinars that you have been inviting your clients to. Here is a new one for...
Video: Monte Carlo Simulations and Annuities
How does Monte Carlo work? How can you SIMPLY explain the method to the madness with clients? What if Monte Carlo...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065