What is So Great About An Annuity???
In today's uncertain economic landscape, individuals are increasingly seeking reliable and secure ways to safeguard...
Charlie is the Founder and CEO of CG Financial Group, a financial services company that serves consumers as well as financial professionals. CG Financial Group, LLC is one of the fastest growing marketing organizations in the country for annuities, life, and long-term care because CG Financial Group is different! 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, tax planning, and estate planning. 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. With over two decades of experience, Charlie is unique in his broad knowledge across the life insurance, LTC, annuities, and retirement planning. His writings appear monthly in various financial magazines across the country. 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.
In today's uncertain economic landscape, individuals are increasingly seeking reliable and secure ways to safeguard...
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
Below is one of my monthly columns that I write for Broker World. To scroll through the pages, go to the bottom of the...
Check the rates out here.
https://youtu.be/qS3RegA1jc4
As of this writing (5/9/2023), below is a list of states that have adopted the "Best Interest Standard" rule. What...
https://youtu.be/IcV9owmx68M
Call in to CG Financial Group to get your customized piece for your office. Remember, to navigate to the various pages...
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
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