Silicon Valley Bank: What the Heck Happened??? Are Annuity Companies Next????
If you have been watching the news lately, you have noticed that there has been turmoil in the stock and bond markets...
Charlie is the Founder and CEO of CG Financial Group, a financial services company that serves consumers as well as financial professionals. Charlie also owns and operates The Retirement Academy, which is an online resource to help financial professionals in running successful practices. Charlie is recognized throughout the industry as one of the foremost thought leaders and subject matter experts on retirement planning, life insurance, long-term care planning, leadership, storyselling, and behavioral finance. He is also an industry keynote speaker conducting 100-150 speeches per year. He has spoken at the MDRT Top of the Table as well as other large forums and has also appeared on TheStreet.com and AM Best TV. Gipple has vast leadership experience in the insurance industry as he has been an executive of various insurance companies and large Independent Marketing Organizations. With over two decades of experience, Charlie is unique in his broad knowledge across the life insurance, LTC, annuities, and securities businesses. He holds a bachelor’s degree in Finance from the University of Northern Iowa, is FINRA Series 7 and Series 66 licensed and also holds the CFP®, CLU® and ChFC® designations.
If you have been watching the news lately, you have noticed that there has been turmoil in the stock and bond markets...
This was an annuity sales idea conversation that I had with my good friend David Kinder, who moderates a very large...
What happened to Silicon Valley Bank– along with Signature Bank – that represents the two largest bank failures since...
This has come up a few times as interest rates have risen, which has resulted in better caps on new policies than what...
This is regarding new business issued today. This is a different topic than the treatment of existing policies and the...
As yields climb and carriers can afford to be more generous, agents revert to the indexes they know best....
This group may not represent an ideal target market, but occasionally this comes up. Here is an underwriting video on...
Although Charlie's "Favorite" is dependent upon the client situation, there are products that often rise to the top...
One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....
Please check out the below updated rate sheets for their most popular indexed annuities, the Power 10 Protector and...
Charlie has been doing Social Security webinars that you have been inviting your clients to. Here is a new one for...
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
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