Video: Sequence of Accounts To Withdraw From
If you are a financial professional and would like to discuss this video with Charlie, feel free to call him....
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.
If you are a financial professional and would like to discuss this video with Charlie, feel free to call him....
Video Below Note: This is the annuity that Charlie bought for himself. This is focused on income where "fees" do not...
https://youtu.be/W0pS6vralyU
https://youtu.be/un_4MStFCOQ
One of the biggest objections to annuities with a guaranteed withdrawal benefit rider is that they usually are just...
Note: In the example, i was using today's participation rates and plugging them into the performance over the last...
https://youtu.be/4HJLMSeq3lE
Webinar Recording Below https://youtu.be/Gdi_X9BAsv8
https://youtu.be/Rk-IbPRHbFM
https://youtu.be/ZlQwDfaXbKE
We have gotten a substantial amount of questions on PHL recently entering "rehabilitation" and how that affects Nassau...
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
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