News Blogposts

2023 Tax Reference Sheet

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 1, 2023 | News, Taxes | 0 Comments

Print this off and put it in your briefcase. This reference sheet will allow you to answer questions such as, "Can i...

News: “Banking Strategies” Forbidden by Mass Mutual

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 27, 2023 | Indexed Universal Life, Life Insurance, News, Whole Life | 0 Comments

Mass Mutual has had this stance for as long as I can remember. However, it is interesting to see their logic on paper....

Secure 2.0 Fact Sheet

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 25, 2023 | News, Regulations | 0 Comments

The long-anticipated SECURE Act 2.0 was signed into law 3 years after the original SECURE Act! The time is NOW to...

Broker World Article: “If I Don’t Sell That Product, It’s a Bad Product”

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 24, 2023 | Annuities, Broker World, Life Insurance, News | 0 Comments

My January 2023 Broker World Column

News: Webinar Schedule for the next month here.

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 18, 2023 | Annuities, Hybrid LTC Products, Indexed Annuities, News | 0 Comments

Below is a listing of the upcoming webinars we will be conducting over the next month or so. For additional details or...

News: CLIENT LTC Webinar on 2/15/2023. Invite your clients!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 14, 2023 | Hybrid LTC Products, Long-Term Care, Medicaid, News, Standalone-Traditional LTCI | 1 Comment

Charlie has been doing Social Security webinars that you have been inviting your clients to. Here is a new one for...

News and Video: AIG’s GLWB Increases Are Live (1/9/23)

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 9, 2023 | Annuities, GLWBs (Annuity), Indexed Annuities, News, Videos | 0 Comments

Notice: Rates and Caps are effective as of 1/9/23 and can change by the time you view this. Inquire with CGFG before...

News: AIG/Corebridge Announces Elite Producer Comp Program!!!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 6, 2023 | Annuities, Indexed Annuities, News | 0 Comments

AIG is the largest fixed annuity carrier in the industry for good reason!!! They (and Athene) are the two companies...

News: FG’s IUL Webinar Replay is Posted!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 6, 2023 | Indexed Universal Life, Life Insurance, News, Webinar Recordings | 0 Comments

This newsflash is to inform you that the replay from a couple of weeks ago is posted and you can view it here.

Webinar Recording From 1/12/2023: Charlie’s Annuity, Life, and LTC Update

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 5, 2023 | Annuities, Life Insurance, Long-Term Care, MYGAs and Traditional Fixed Annuities, News, Taxes, Webinar Recordings, Whole Life | 0 Comments

You don't want to miss this one! The Recording is below. The industry has been changing at an unprecedented pace over...

News: Updated MYGA Rates are Posted

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 5, 2023 | Annuities, MYGAs and Traditional Fixed Annuities, News | 0 Comments

Check the rates out here.

« Older Entries

You should be getting our emails! If not, register below...

Address and Phone

CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131

515-986-3065

Email

[email protected]

Are You a Financial Professional? Subscribe to Our Weekly Emails That Have Top-Notch Ideas, News, and Updates.

Join our mailing list to receive the latest ideas, news, and updates.

You have Successfully Subscribed!

By Submitting this form, you are consenting to receive marketing emails from The Retirement Academy. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe link, found at the bottom of every email. Emails are services by Constant Contact.