CG Financial Group has partnered with EBIX SmartOffice to bring you the most advanced customer relationship management system in the industry!!! A simple CRM that tracks phone numbers, addresses, and […]
In separate webinars we have discussed product, technology, training, etc. separately. This webinar is designed to bring it all together to discuss how we will increase you business. We will […]
Please register for Webinar August 10th: Tom Hegna!! Paychecks and Playchecks on Aug 10, 2021 11:30 AM CDT at: https://attendee.gotowebinar.com/register/5618021047575455499 After registering, you will receive a confirmation email containing information […]
This Retirement Academy Webinar will be Charlie demonstrating Financial Planning ideas, Financial Planning technology, and also the process of "Financial Planning". Don't know what "Monte Carlo Analysis" is? We will […]
The title says it all!!! This webinar will be going over 10-15 of Charlie's top products for various situations. Because the industry evolves very quickly, these webinars will be held […]
The Section 7702 changes that were a part of The Consolidated Appropriations Act were a very good thing for our industry, especially whole life insurance. On this webinar Charlie will […]
The title says it all!!! This webinar will be going over 10-15 of Charlie's top products for various situations. Because the industry evolves very quickly, these webinars will be held […]
Our top annuity company, Athene, will be joining us on this webinar. My good friend, Stephen J Pandullo, CFP®, RICP®, WMCP®, ChFC®, CEPA® (Vice President, Relationship Management IMO Channel) will […]
On December 8th, we will be hosting a lunch and learn in Des Moines for financial professionals wanting to take their practices to the next level. The food will be […]
Register here for our Kansas City Roadshow that will be held at the legendary "Jack Stack" BBQ Restaurant. If you would like additional details you can email info@cgfinancialgroupllc.com or you […]
The title says it all!!! This webinar will be going over 10-15 of Charlie's top products for various situations. Because the industry evolves very quickly, these webinars will be held […]