Social Security Analysis: Layering Versus Bucketing
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
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.
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...
https://youtu.be/ph9YPrhi_mY
https://youtu.be/TaDzfgBHOBc?si=WTETX-KwbRuZnkRf
This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...
https://youtu.be/FOoW6mJXIek
Kai-Zen is a great premium financing program whereas for every dollar the client puts in, the Kai-Zen banks contribute...
https://youtu.be/3svBirW93NA
https://youtu.be/nP9TijmDlVU
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
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