News: Nationwide Client Social Security Webinar on January 10th. Get Your Clients There.

Publish Date: January 3, 2023

We are doing it again!!! Call into CG Financial Group to get your registration link/flyer like the one pictured above, that you can send to your prospects and/or customers. By getting your own “custom” link, Charlie is able to track back your attendees to you, their agent. Historically, 50% of those that join the call will want to meet with you, their financial professional, after the call. There are very simply four steps:

  1. Call or email us for your own flier and email template that we already put together for you.
  2. Send the email to your prospects/clients.
  3. Make sure they join Charlie’s “Maximizing Social Security” Webinar on January 10th.
  4. Follow up after the call because you will get appointments!!!
Written By:  Charlie Gipple, CFP®, CLU®, ChFC®

Written By: Charlie Gipple, CFP®, CLU®, ChFC®

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.

Category of Interest:


You may also like…

You should be getting our emails!  If not, register below...

Address and Phone

CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131





Are You a Financial Professional? Subscribe to Our Weekly Emails That Have Top-Notch Ideas, News, and Updates.

Join our mailing list to receive the latest ideas, news, and updates.

You have Successfully Subscribed!