This message is prompted by hearing about yet another agent that got herself in trouble by selling cash value life...
Selling Life Insurance As “Investments”: Stay Out of Jail!
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Practice Management Blogposts
History of Modern Portfolio Theory and Asset Allocation
Post Great Depression Whether discussing life insurance, annuities, investments, etc, it is hard to imagine a...
Good News! Changes To Section 7702
If you get shivers down your spine in excitement like I do when you think of things like CVAT, GPT, Modified Endowment...
The Failed Covid “RoboTeacher” Experiment
Just like how we are all cavemen and women that have evolved, we are also still kids that have grown. Internally, we...
The Absent Insurance Agent I Needed 40 Years Ago
The below is actually from one of my most popular columns that I wrote for Broker World Magazine that I want to share...
Do You Normalize Your Intelligence?
Many years back I was speaking with a relative about different options available for the $50,000 401(k) that he...
The Problem With Bonds
Conventional Thinking and the 50/50 Portfolio For the longest time it was conventional thinking that a “balanced”...
Overcome Your Conditioning
Tying Down a 1,200 Pound Horse with a String I remember as a kid occasionally being forced to watch old western cowboy...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com