This webinar was conducted June 13th 2024. Description: THERE IS $25 BILLION IN IRA AND DEFINED CONTRIBUTION MONEY, OF...
Webinar: Decedent IRA Rules and Products to Use
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Webinar Recordings Blogposts
Webinar: Roleplaying the Post Social Security Seminar Meeting. Discussing Social Security and the Retirement Income Plan
This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...
Kai-Zen Webinar April of 2022
https://youtu.be/FOoW6mJXIek
Webinar: Tax Time is Here: Understanding the Tax Return (1040)
https://youtu.be/nP9TijmDlVU
Webinar Recording: Estate Planning Series Part 1: Intro to Estate Planning
https://youtu.be/Jm3WRLPxCnI
Webinar Recording: What are “Linked Benefit Pruducts”, The Moving Parts, How to Design Them.
https://youtu.be/wGuP4t-tKmY
Webinar: Selling LTC For Dummies
(Webinar) Charlie’s Favorite Annuities, Life, and LTC (6-15-2023)
https://youtu.be/78eFxZ7lEQE
Consumer Seminar: Maximizing Social Security Retirement Benefits
This is our Social Security Seminar that Charlie has done via webinar to thousands of consumers....
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...
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...
News: FG’s IUL Webinar Replay is Posted!
This newsflash is to inform you that the replay from a couple of weeks ago is posted and you can view it here.
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
