2023 Tax Reference Sheet
Print this off and put it in your briefcase. This reference sheet will allow you to answer questions such as, "Can i...
Your Top 6 Questions About Social Security Benefits – Answered
Charlie writes several articles a month for various financial industry media and educational outlets. Through this blog, he is bringing his educational writings and videos directly to you, the consumer!!! Subscribe at the bottom of this page and enjoy.
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Publish Date: September 27, 2021
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Mass Mutual has had this stance for as long as I can remember. However, it is interesting to see their logic on paper....
Secure 2.0 Fact Sheet
The long-anticipated SECURE Act 2.0 was signed into law 3 years after the original SECURE Act! The time is NOW to...
Broker World Article: “If I Don’t Sell That Product, It’s a Bad Product”
My January 2023 Broker World Column
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This article is intended for financial professionals that have the wise business practice in helping consumers plan...
News: Webinar Schedule for the next month here.
Below is a listing of the upcoming webinars we will be conducting over the next month or so. For additional details or...
News: CLIENT LTC Webinar on 2/15/2023. Invite your clients!!!
Charlie has been doing Social Security webinars that you have been inviting your clients to. Here is a new one for...
Mythbusting Video: “What if everybody lives a long time? Will annuity Companies go bankrupt?”
This is a video that came over from The Retirement Academy and was intended for consumers. This is another common...
Mythbusting Video: “Annuities Seem Too Good To Be True”
This is a video that came over from The Retirement Academy that is intended for consumers. This is a common objection...
News and Video: AIG’s GLWB Increases Are Live (1/9/23)
Notice: Rates and Caps are effective as of 1/9/23 and can change by the time you view this. Inquire with CGFG before...
News: AIG/Corebridge Announces Elite Producer Comp Program!!!
AIG is the largest fixed annuity carrier in the industry for good reason!!! They (and Athene) are the two companies...
News: FG’s IUL Webinar Replay is Posted!
This newsflash is to inform you that the replay from a couple of weeks ago is posted and you can view it here.
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