Des Moines Annuities, Life, and LTC Lunch and Learn (With 1 Hour of CE Credits)
November 16th, 8:30 CST – 2:30 CST
Below are the Agenda, Location, Speaker Bios, and Registration Forms
Brokers International | Nov 16, 2023
8:30 CST – 2:30 CST
The best practice management and product meeting you will attend this year!!!
Hosted by CG Financial Group, one of the fastest growing Annuities, Life, and LTC IMOs in the country.
Register Below
Registrations are closed for this event
Location: Brokers International Building
Date: November 16, 8:30 AM -2:30 PM
Address:
Brokers International
4135 NW Urbandale Dr.
Urbandale, IA 50322
4135 Northwest Urbandale Drive, Urbandale, Iowa 50322
Agenda
Speaker Bios Are Down Below On This Page
8:00 AM - 8:30 AM
Arrivals and Check-In
8:30 AM - 9:00 AM
Welcome and Annuity Sales Ideas/Napkin Drawings
Charlie Gipple CFP®, CLU®, ChFC®, Owner of CG Financial Group
9:00 AM - 10:00 AM
Limitless Income Planning With Corebridge Financial/AIG
Clay Crume, Regional Director for Corebridge/AIG Annuities
10:00 AM - 10:15 AM
Break
10:15 AM - 11:15 AM
The Great Income Gap (1 hour of CE, CFP, and CPE Credit)
Greg Mantz CFP®, CLU®, CLTC®, Regional Sales Director for One America
11:15 AM - 11:30 AM
Long-Term Care and Asset Repositioning Ideas
Charlie Gipple CFP®, CLU®, ChFC®, Owner of CG Financial Group
11:30 AM - 12:30 PM
Lunch: Also, Practice Management/Technology/Financial Planning Discussion.
Charlie Gipple CFP®, CLU®, ChFC®, Owner of CG Financial Group
12:30 PM - 1:30 PM
Legacy Planning Strategies with National Western Life
Scott Gabrilson, Regional Sales Director for National Western Life
1:30 PM - 2:30 PM
Partnering With Brokers Financial to Leverage Securities Into Your Practice
Layne Monroe, Rep Relationship Manager for Brokers International Financial Services
2:30
Last Minute Questions and Departures
Register Below
Registrations are closed for this event
Our Sponsors
Our Speakers
Industry Leaders Providing You With The Best Annuities, Life, and Long-Term Care Ideas
Charlie Gipple, CFP®, CLU®, ChFC®
CG Financial Group
Owner
Charlie Gipple, CFP®, CLU®, ChFC® is the owner of CG Financial Group, a full service annuity, life, and LTC IMO for independent financial professionals. Gipple is known throughout the financial services industry and the media as one of the foremost educators and thought leaders in the areas of Social Security, financial planning, retirement planning, life insurance and long-term care. He has conducted hundreds of agent and client educational seminars over the last two decades; ranging from small 1/1 sessions to large national meetings such as the Million Dollar Round Table, Top of the Table.
As a former executive of various insurance companies, he is a sought-after keynote speaker for many types of events and topics and has also appeared in many media outlets where he provides advice on all things retirement and insurance. He is currently a financial columnist with Broker World; one of the foremost publications in the industry for life insurance, annuities and long-term care.
Charlie has earned the Certifed Financial Planner®, Chartered Life Underwriter® and Chartered Financial Consultant® designations and also holds the FINRA Series 66 (Investment Advisor representative) and Series 7 securities registrations*. He received his Bachelor of Arts Degree in Finance from the University of Northern Iowa.
Greg Mantz, CFP®, CLU®, CLTC®
One America
Regional Sales Director
Greg has been with OneAmerica since 2019. Prior to that- Greg worked as a wholesaler with Thrivent and ING/Voya.
Greg is a Certified Financial Planner and has been in the industry since he graduated from Concordia College in 2006. Greg’s background is many areas if the industry- including life insurance, annuities, financial planning, and of course LTC.
Greg partners with advisors to help them w/ their LTC insurance business at OneAmerica. He is available for one-on-one support, policy/product info, client sales calls, client seminars, and anything and everything he can do to assist with LTC sales. He strives to be a regional resource for all advisors on the subject. Greg is a two-time “Eagle Award Winner” for the #1 territory within OneAmerica.
Greg lives in Circle Pines, MN with his wife of 16 years Kaarin, daughter Claire (9), two sons August(6) and Dane (5); and their dog “Pepper”.
In their free time they love being outdoors and doing many outdoor activities: canoeing, camping, fishing- both summer and hard water in the winter, XC Skiing, downhill skiing, boating, hunting, and just spending time at their N Minn Lake place.
Layne Monroe
Brokers International BD/RIA
Rep Relationship Manager
Layne Monroe, Rep Relationship Manager at Brokers Financial oversees recruiting and transitions. Has been in the securities industry for 10 years with Morgan Stanley, Voya Financial Advisors and Brokers Financial. Hold Series 7, 66 and 24 FINRA licenses. Lives in Ankeny, IA with wife Diane and Son, Ben who is a Senior at Iowa State University.
Clay Crume
AIG/Corebridge
Regional Director
Clay Crume joined Corebridge Financial (formerly AIG) in 2015 as an Internal Sales Consultant in the Life Brokerage distribution channel. As an Internal Sales Consultant, Clay received inbound and made outbound calls to life insurance agents in the field while also assisting Internal Wholesalers, RVP’s and Strategic Account Managers on life insurance cases and projects.
In 2017, Clay joined the IMO Annuity team as an Internal Wholesaler. In this role, he supported the Eastern region where he assisted in the development and management of regional business plans, aligning with the RVP to develop and grow new business. In December of 2018, Clay was promoted to Regional Director for the Central territory where he continues to work with IMO partners to grow their business.
Prior to joining Corebridge Financial, Clay attended the University of Rhode Island in Kingston, Rhode Island where he earned a Bachelor of Science in Business Administration degree majoring in Finance and was a four-year letter winner on the varsity football team. He holds a Life, Accident and Health license and is FINRA Series 6 and 63 registered.
Clay resides in the Houston area with his wife. He enjoys playing golf, following his favorite sports teams, and traveling with family and friends.
Scott Gabrilson
National Western Life
Regional Sales Director
Scott serves as NWL Regional Sales Director. His financial service experience includes working for ING/Voya Financial, Principal Financial Group and Wells Fargo. Most recently, Scott led the annuity and life sales desk at a large IMO. Scott graduated from Drake University with a B.A. in Communication and M.B.A. in Finance. In his free time, Scott enjoys playing tennis, running, and cycling. He resides in West Des Moines, IA, with his wife and three children.
Who is CG Financial Group?
“Providing Independent financial professionals with vast technology and support resources while also providing high payout levels is what we do. Between resources and commission levels, it does not have to be a zero-sum game.”
Independent But Not Alone…
Vast Resources But Small Company Feel
Our History.
CG Financial Group was founded in 2018 and is one of the fastest growing IMOs in the country. But regardless of how large we get, we will commit to always having a “small company” feel that is hard to come by in an industry of consolidating “Mega-IMOs”.
We pride ourselves on being able to provide support that is unmatched in the industry while also providing payout levels that are unmatched in the industry.
Over the last 25 years, our founder – Charlie Gipple – has worked as a coach for hundreds of agents, registered reps, broker dealers, CPAs, advisors and marketing organizations and has built these relationships that he cherishes. We now work with these financial professionals as their IMO to elevate their businesses to new heights.
Charlie has not only spoken at large agent events as a keynote speaker – he has also conducted hundreds of client seminars over the years and he knows what works and what does not! Thus, CGFG’s mission is to transfer this knowledge to you, the agent/advisor.
One of the many attributes our financial professionals like about us is: unlike many other IMO’s, we personally produce ourselves. This means that the product strategies, tax strategies and ideas that we communicate to you are based on proven real-life experiences with the end consumer. In essence, we eat what we cook!! Many times, what looks good on paper does not work when applied. We actually apply our ideas; and are quite good at it! We then transfer this knowledge to you through ongoing training and also through The Agent Portal.
When we combine this experience with the end consumer along with 25 years of coaching MDRT-level financial professionals on a national scale, there is a powerful combination of knowledge we can transfer to you, the financial professional!
Being a GA/IMO requires so much more than providing product specs! It requires technology, training, case management, support infrastructure, and many other things. We have this!!!
A Few of Our Articles and Videos
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065