If you had a choice between inheriting 40% of Jim’s estate or 100% of Richard’s estate, which one would you...
Life Insurance Blogposts
Case Study Video: Two IUL Illustrations, Two Completely Different “Minimum DBs”
This is a case study video where I was helping an agent figure out why the minimum DBs where so much different on the...
Case Study Video: Life Insurance For an 86-Year-Old?
Below is where I discuss insuring an 86 year old as well as what Term options are available for older folks...
Case Study: Section 7702 Changes, Before and After
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Case Study: 1035ing into an already existing IUL
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Smoked Brisket, Google, and Reading Your Clients’ Minds
A snapshot of Charlie’s mind: Smoked Brisket During the peak of the Covid 19 pandemic where we were all looking...
Whitepaper: Using Life Insurance to Retain Key Employees and Protect the Business.
Carrier Implementation of Section 7702 Changes.
As I was speaking with a few carriers recently about them signing up and contributing expertise to the Retirement...
Whitepaper: “Optimizing” Whole Life Insurance
Humans Can’t Leave Well Enough Alone Back in 2015, as I left the Victory motorcycle dealership with my brand-new...
Whitepaper: The Consolidated Appropriations Act of 2021
The consolidated Appropriations Act was a roughly 5,500 bill that was signed into law in late December 2020. The...
The Low Interest Rate’s Impact On Caps
As you may have read in my other article on this topic that can be found here, I mentioned that the average general...
My $86 Haircut, Minivans, IUL and GUL
For my friends out there who have seen my head and how it can cast a blinding reflection if the sun is at the right...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com