https://youtu.be/ZlQwDfaXbKE
News Blogposts
Webinar Recording: One America, Efficient LTC Planning: Using a client’s Assets for LTC coverage
https://youtu.be/un_4MStFCOQ
Webinar: Retirement Income Plan Case Study
https://youtu.be/4HJLMSeq3lE
PHL (Phoenix Life) in Rehabilitation
We have gotten a substantial amount of questions on PHL recently entering "rehabilitation" and how that affects Nassau...
Webinar: Decedent IRA Rules and Products to Use
This webinar was conducted June 13th 2024. Description: THERE IS $25 BILLION IN IRA AND DEFINED CONTRIBUTION MONEY, OF...
Whitepaper: Using Life Insurance to Retain Key Employees and Protect the Business.
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
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
Whitepaper: Annuity Taxation
Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...
Corebridge is Increasing GLWB Payout Factors Again on 6/3/2024
Update: Annuities Versus the 4% Rule of Thumb
The below analysis on GLWBs Versus the 4% Rule has been updated to today’s GLWB offerings. I recently saw somebody...
GLWB Now, Or Accumulate then Choose a GLWB or SPIA?
A question that I get from my agents occasionally is this, “does my client do an income rider now, or do they buy an...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com