One of the biggest objections to annuities with a guaranteed withdrawal benefit rider is that they usually are just...
Awesome Annuity Chart: “Annuities Don’t Have Inflation Adjustments”
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Whitepapers Blogposts
IRA Beneficiary Distribution Guide and Cheat Sheet
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
Adding Potential Long-Term Care Costs to Retirement Planning
This is another great whitepaper by our good friend Heather Schreiber!!! To navigate the pages, click the arrows that...
What your clients want to know
Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.
Whitepaper: Using Life Insurance to Retain Key Employees and Protect the Business.
Whitepaper: Annuity Taxation
Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...
Structured Annuities: How The Watch Is Built
Here is a video explaining the method to the madness of "Structured Annuities". Ignore the numbers as Charlie merely...
GLWB Taxation (Written By Mystery Man)
A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...
Required Minimum Distribution Reference Guide
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
Social Security Analysis: Layering Versus Bucketing
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
Indexed Products: How The Watch Is Built
First off, if you like this whitepaper, feel free to register for our "Agent Portal" that has a couple hundred videos,...
Whitepaper: Women and Social Security
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
