Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...
Whitepapers Blogposts
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.
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