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Broker World Article: Life, This is Only My First Time
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News Blogposts
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...
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...
Webinar Recording: What are “Linked Benefit Pruducts”, The Moving Parts, How to Design Them.
https://youtu.be/wGuP4t-tKmY
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...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
