Whitepapers Blogposts
Whitepaper: Attracting Small Business Owners
Whitepaper: Understanding the Income-Related Monthly Adjustment Amount (IRMAA)
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Awesome Annuity Chart: “Annuities Don’t Have Inflation Adjustments”
One of the biggest objections to annuities with a guaranteed withdrawal benefit rider is that they usually are just...
Whitepaper: Using Life Insurance to Retain Key Employees and Protect the Business.
Required Minimum Distribution Reference Guide
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IRA Beneficiary Distribution Guide and Cheat Sheet
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Whitepaper: Annuity Taxation
Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...
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...
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...
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...
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,...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
