Below is a case study video on a friend/client of mine that recently had a $10 million buyout from a Private Equity...
Whole Life Blogposts
Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!
https://youtu.be/-35y7puOu1Y
Case Study: Section 7702 Changes, Before and After
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Carrier Implementation of Section 7702 Changes.
As I was speaking with a few carriers recently about them signing up and contributing expertise to the Retirement...
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...
My $86 Haircut, Minivans, IUL and GUL
For my friends out there who have seen my head and how it can cast a blinding reflection if the sun is at the right...
“Why do I have to take a loan from myself?? That is my money!!!”
If you have sold cash value life insurance for any period of time, you have been asked by the client, “Why do I have...
Why “Overfund” A Life Insurance Policy?
As my company trains scores and scores of financial professionals every month on permanent life insurance, we...
Selling Life Insurance As “Investments”: Stay Out of Jail!
This message is prompted by hearing about yet another agent that got herself in trouble by selling cash value life...
Good News! Changes To Section 7702
If you get shivers down your spine in excitement like I do when you think of things like CVAT, GPT, Modified Endowment...
The Absent Insurance Agent I Needed 40 Years Ago
The below is actually from one of my most popular columns that I wrote for Broker World Magazine that I want to share...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com