https://youtu.be/YOxB8v_75KM
Video: Selling Indexed Annuities: Part 3, Discussing the Contract Value and the Benefit Base
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News Blogposts
Indexed Products: How The Watch Is Built
First off, if you like this whitepaper, feel free to register for our "Agent Portal" that has a couple hundred videos,...
Charlie’s Annuity Product Brain Dump: Various Products For Various Scenarios
This post is a bit of a brain-dump as I go down the list of products that sit in my head and why those products would...
Rollovers, Transfers, and 1035 Exchanges: Don’t Assume You Already Know
A client of mine calls me up and says, “my CPA says (oh boy, here we go) that I should have gotten a 1099R for my...
Joint Long-Term Care Benefits: Nationwide and One America
https://youtu.be/_9swndA-OKI
Which Long-Term Care Option is “The Best”
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
Video: Charlie’s Thoughts on David McKnight Annuity Video
Below is Charlie's video. Also, below that video is the David McKnight video that Charlie is referring to....
ChatGPT Writes an Article For My Website
https://youtu.be/19cuJDXjkVw
The FYI On LTC, AOBs, COBs And EOBs
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
Converting A GLWB Annuity To A Roth: What Value Is Taxed?
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
ChatGPT and I Discuss Estate Planning and Living Benefits: What Grade Would I Give AI?
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
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
