Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...
Whitepaper: Annuity Taxation
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Whitepapers Blogposts
Required Minimum Distribution Reference Guide
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IRA Beneficiary Distribution Guide and Cheat Sheet
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What your clients want to know
Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.
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...
Whitepaper: Women and Social Security
Whitepaper: Using Life Insurance to Retain Key Employees and Protect the Business.
Whitepaper: 7 Practical Tips to Creating Tax-Efficient Retirement Income
Here is a great whitepaper with 7 tips on helping your clients create Tax-Efficient Retirement Income
Whitepaper: “Optimizing” Whole Life Insurance
Humans Can’t Leave Well Enough Alone Back in 2015, as I left the Victory motorcycle dealership with my brand-new...
Whitepaper: The Consolidated Appropriations Act of 2021
The consolidated Appropriations Act was a roughly 5,500 bill that was signed into law in late December 2020. The...
Whitepaper: Taxes and Annuities. How Annuities are Taxed
A good friend of mine and somebody that I lean on a lot is an advanced sales mastermind, and her name is Heather...
Whitepaper: Indexed Products: How The Watch is Built
Topics discussed in whitepaper: Difference between UL and IULDifference between IUL and Whole LifeUnique actuarial...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
