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 appointments is not enough. True practice management helps your practice achieve the potential you always saw in it. SmartOffice is true practice management, and the […]
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 discuss: - Technology. The entire turnkey package for you to run your practice. - Product: We will discuss the products available to you as well […]
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 discuss. Would you like to know how an annuity added to a securities portfolio increases the probability of retirement success? We will discuss. As also […]
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 monthly. He will also be discussing why those are his "top picks" and will provide ideas to go along with them. After-all, the products can […]
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 monthly. He will also be discussing why those are his "top picks" and will provide ideas to go along with them. After-all, the products can […]
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 monthly. He will also be discussing why those are his "top picks" and will provide ideas to go along with them. After-all, the products can […]