News Blogposts

Why CG Financial Group Gets A lot of Complaints

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 7, 2025 | Annuities, GLWBs (Annuity), Hybrid LTC Products, Life Insurance, Long-Term Care, News | 0 Comments

From our competition that is!!! I recently responded to a product ad from one of my favorite industry publications....

Annuity Rate Announcements for Week of 11/3/25

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 5, 2025 | Annuities, Annuity Rate Announcemements, News | 0 Comments

Video: 18 Minutes on Long-Term Care Annuities and Life

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 30, 2025 | Annuities, Hybrid LTC Products, Life Insurance, Long-Term Care, News, Videos | 0 Comments

Below is an 18-minute video where Charlie discusses the various Long-Term Care Annuities and Life Insurance. This is a...

Annuity Rate Announcements for Week of 10/27/25

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 30, 2025 | Annuities, Annuity Rate Announcemements, News | 0 Comments

Video: “Can I Contribute to a Traditional IRA or Roth?”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 23, 2025 | Consumer Content, IRAs and Qualified Money, News, Retirement (Consumer), Videos | 0 Comments

In this video, Charlie talks about the rules around contributing to traditional IRAs and Roths. As well as, can you...

Annuity Rate Announcements for 10/20/25

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 23, 2025 | Annuity Rate Announcemements, News | 0 Comments

Annuity Rate Announcements for 10/13/25

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2025 | Annuity Rate Announcemements, News | 0 Comments

Video: The Rules and Math Changes Once You Hit Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2025 | Annuities, Annuities (Consumer), Consumer Content, News, Retirement (Consumer), Videos | 0 Comments

Here Charlie discusses why it is so much easier in your pre-retirement years than it is your post-retirement years...

Case Study Video: How Social Security Taxation is Arrived At

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2025 | Case Studies, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos | 0 Comments

This video discusses how one's income actually affects the amount of Social Security that is taxable. Charlie...

(Training Video): The Annuity/GLWB Conversation

by Charlie Gipple, CFP®, CLU®, ChFC® | May 30, 2025 | Annuities, GLWBs (Annuity), News, Videos | 0 Comments

If you practice this conversation and store it to memory, you will find that this will help you grow your annuity...

(Video) Roth IRA Conversions, RMDs, and Taxes in Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | May 12, 2025 | IRAs and Qualified Money, News, Taxes, Videos | 0 Comments

A lot of tax nuggets in this 7 minute video. One thing Charlie did not mention is "Qualified Charitable...

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

515-986-3065

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