Print this off and put it in your briefcase. This reference sheet will allow you to answer questions such as, "Can i...
News Blogposts
News: “Banking Strategies” Forbidden by Mass Mutual
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
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”
My January 2023 Broker World Column
New Article: Is Delaying Social Security Worth It?
This article is intended for financial professionals that have the wise business practice in helping consumers plan...
News: Webinar Schedule for the next month here.
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!!!
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)
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!!!
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!
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
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
Check the rates out here.

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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065