Below is a webinar that was conducted for consumers across the country on 4/23/24.
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.
Many of you have read about the “International Longshoremen’s Association (ILA)” strike that kicked off on Monday, September 30. I am not going to give you some of my opinions on what the union is requesting, outside of the “automation” component that they are fighting against. I will touch on that at the end. But first, a quick summary.
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.
A client of mine has been going crazy as she is the power of attorney for one of her family members, as well as a...
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This is another great whitepaper by our good friend Heather Schreiber!!! To navigate the pages, click the arrows that...
I think almost every financial professional should be somewhat astute with Social Security. However, only a minority...
https://youtu.be/WHLGjjgqffE
In today's uncertain economic landscape, individuals are increasingly seeking reliable and secure ways to safeguard...
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