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...
Practice Management Blogposts
ChatGPT Writes an Article For My Website
https://youtu.be/19cuJDXjkVw
News: CA Agents!!! Display License Number On Emails
Starting January 1, 2023, the state of California requires that producers display their license number in the emails...
The Best Time to Use a CRM Was 20-Years Ago, But the Second Best Time is NOW…
I know, I know! That is not exactly how the old Chinese proverb went, but it was something like that! It...
Webinar Recording: Technology Ideas for Your Agency
https://youtu.be/2VXuEXFqJlE
Staying Calm While Others are Panicking
Many years ago I had a 6:00 am Southwest flight out of Omaha to Phoenix. I was dead tired because I had to wake up at...
Suggested Commission Split Structures for Agents
My dad, who was the wittiest and toughest person I ever knew, owned a construction business (underground utilities and...
Why the World Needs IMOs
Captive Versus Independent: W2 Versus 1099: Fixed Costs Versus Variable Costs Once upon a time, the...
Reasons To Sharpen Your Estate Planning Axe
The Pig Through the Python Lately I have been conducting trainings for the agents of CG Financial Group on Estate...
Sequence of Returns and Sequence of Inflation Risks
This article is a bit of a preface to an article I am making for you that will come out next month. That article will...
What your clients want to know
Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.
Follow the Science!!! Financial Plans
“Follow the Science”!!! Yes, we have heard this a lot over the last few years from both sides of the aisle. Because...

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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065