First of all, CG Financial Group Agents can get The Retirement Academy for free!!! Inquire with us on the details.
What is the Retirement Academy? The Retirement Academy is a "member only" world-class sales and training platform for insurance agents, registered reps, financial advisors, home office employees, and broker dealers. This material is anything but “product pitching” that is prominent in our industry. We understand that agents/reps do not need more "product pitching"!
Not an agent or a rep, but rather a home office employee? No problem! You too will find value in The Retirement Academy! Whether you are an "individual contributor" or a manager, we would love to work with you and/or your team!
This platform is jampacked with literally HUNDREDS of sales and product training videos, a blog, scores of whitepapers/articles, and a webinar training calendar. And this is before this platform even launches! Of course, the Retirement Academy will be continuously added to and optimized. This large amount of content is arranged by 6 different member-only “Modules” that you can choose from.
Annuities, life insurance and long-term care products have never been more exciting, but yet more complicated. Furthermore, the sales process has never been more challenging for financial professionals because of the fact that today’s consumer is better informed than 50% of financial professionals! So, if you are a financial professional that wants “next level” education for you, your team, and/or your reps, the Retirement Academy is for you!!!
Whether you are a seasoned pro looking for unique education on practice management and/or product training - or merely a new financial professional trying to understand how a particular product type works - you have come to the right place.
To get contracted through our no-cost SureLC system, click here and follow the directions below.
1. If you have an existing account in our SureLC system, skip ahead to Step 6.
2. If you are new to our SureLC system, click New User
3. Complete the Create Your Account steps
4. Next, you’ll receive a confirmation email at the address entered as your Login ID
5. Complete the Account Registration process
6. Log in to SureLC
7. Review all sections listed under My Profile and make updates, if necessary
8. To submit your contract request, click Contracting Requests
9. To submit additional contract requests, return to Contracting Requests and repeat Step 8
Click here for a video that walks you through reviewing your profile.
If you have any questions related to the SureLC processes, feel free to call!
Thank you for your business!
Charlie Gipple, CLU, ChFC
Founder and CEO
CG Financial Group, LLC
If you are a financial professional looking to get more information about CG Financial Group, feel free to browse below. We think you will like what you see!
Business Builder Portal: For already appointed agents, you can access the Business Builder Portal Here. This is a separate website specific to you, the financial professional! This shows your pending business, outstanding requirements for cases, etc. It also includes sales tools like Ipipeline, IGO, Product Specs, Winflex, etc.
"At CG Financial Group, we strive to be the best in the industry at serving our agents, advisors and broker dealers so they can be the best in the industry at serving their clients."
-Charlie Gipple, CLU®, ChFC®, Founder and CEO
1. We make our partners more money!! When you work with us, you are working with the owners of the company who directly feel the impact of your satisfaction or lack thereof. We only get paid when you get paid!
2. We are technicians with product. When you ask us to find the best solution for your client's scenario, we find it by using our vast technical knowledge of annuities, life insurance and asset-based ltc. We run several scenarios to find "the best."
3. We provide the best training in the industry on concepts, product, storyselling and practice management. If you want us to prove it by sending you a link, just let us know.
4. We provide you with products from the top carriers in the industry at top payout levels.
5. We don't hold our agents hostage. If an agent or agency no longer wants to do business with CGFG, we release them. We have this stance because we put our performance where our mouth is.
6. We provide you with some of the best sales ideas and best custom branded sales content in the industry. We build businesses, not spreadsheets!!!
Although our growth is significant and our aspirations are high, we at CGFG do not have hundreds of employees and a massive, costly infrastructure. This means that we are able to direct more time, attention and resources to those that partner with us.
We are small and very nimble and the owners of the company are the ones taking care of your cases and helping you develop your business. We have decades of experience in coaching and mentoring all kinds of financial professionals; from those agents just getting started to MDRT-level agents. Also, from those small agencies, to broker dealers with 3,000 registered reps.
Our partners also like the fact that we personally produce as well. This means that the strategies that we communicate to you have already been tested and proven with our own personal production. We have a great mix of technology, experience, training, service and resources like a big company but we don't have the side effects of a big company.
"When you partner with us, we are on your team but not on your payroll. I have found that our partners appreciate the fact that it is the owners of the firm that actually answer the phones and help with their cases. This has allowed us to grow significantly."
- Noelle Gipple, Partner
We have approximately 30 annuity carriers that we represent. Call us for a list as well as a link to get appointed!
We have approximately 40 life insurance carriers(Term, UL, IUL, GUL, Whole Life, etc) that we represent. Call us for a list as well as a link to get appointed!
We represent traditional LTC companies as well as many "LTC annuity/life" hybrid companies. Call us for a list as well as a link to get appointed!!
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