A great piece put out by Kaplan for you to use in 2024. Remember, to navigate to the second page, click the arrows at...
2024’s Tax Numbers for Financial Planning
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News Blogposts
Video: Capital Loss Harvesting and General Taxation Knowledge
https://youtu.be/DKyu_s-wRRs
Video: 2024’s New Tax Brackets and Charlie’s Thoughts on Taxes
https://youtu.be/PzT-67sRAY0?si=7WZZGaZnBf2ovOWA
FL, KS, OR, TN, and WA Adopt Best Interest Training Requirements For Annuity Sales
As of this writing (12/05/2023), below is a list of states that have adopted the "Best Interest Standard" rule. What...
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...
Video: MN, IL, IA Agents. You’re invited!!!!
https://youtu.be/t7BsdTKc2Hg For ILLINOIS Agents, CLICK HERE TO LEARN MORE AND TO REGISTER. For IOWA Agents, CLICK...
Video: What the Heck is a “Linked Benefit”
https://youtu.be/TubuHna3XS0
Video Example of Charlie Figuring Out “The Best” Product
Have you had Charlie run quotes for you lately? Direct Number: 515-986-3065 https://youtu.be/g4_pNo8JUXI
Broker World: Independent Distribution and Never Being “Outproducted”
Charlie writes for Broker World monthly and shares those writings with CG Financial Group financial professionals. In...
Video: Whole Life and the Impact of PUAs
This video demonstrates the impact of PUAs in the cash value of a whole life policy. https://youtu.be/iYLWgSYHkA0
Broker World: The #1 Social Security Mistake I See
Charlie writes for Broker World monthly and shares his writings with CG Financial Group financial professionals. In...
The IRS “Death Penalty”
Here is another one of Charlie's Broker World Columns. To navigate to the various pages, click the arrows at the...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
