When you, the agent, work with CG Financial Group, you don't have to "guess" how the life insurance carrier...
News Blogposts
Video: Indirect Rollovers, Direct Rollovers, and Direct Transfers
https://youtu.be/utTPTGT_sZE?si=ktyxXoZ4XUH0Wpdc
Video: Social Security Case Study from Our Seminar
This is an 18 minute "snippet" from our Social Security Seminar to give you, the agent, an understanding of how the...
Broker World: Options for Decedent IRAs and Inherited NQ Money
You can also check out this "Quick Reference Guide" in regards to what Charlie discusses in this article. Click here.
Broker World Article: Literal Language Versus Practical Language. The Client’s Perception Is Our Reality
Article is below. Remember, to click through the pages, use the arrows at the bottom of the document.
Webinar Recording: Estate Planning Series Part 1: Intro to Estate Planning
https://youtu.be/Jm3WRLPxCnI
Broker World Article: Life, This is Only My First Time
Remember, to navigate through the pages, just click the arrow at the bottom of the document.
2024’s Tax Numbers for Financial Planning
A great piece put out by Kaplan for you to use in 2024. Remember, to navigate to the second page, click the arrows at...
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...
Estate Planning Ideas and Reasons to “Gift” Now
This article is meant to give just a couple of quick updates on gift and estate tax limits that have recently been...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com