CGFG For Financial Professionals

Advisors, you have to know this stuff in order to truly help your clients and beneficiaries once death happens.

IRA Beneficiary Distribution Guide and Cheat Sheet Decedent IRA Whitepaper and Cheat Sheet.

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Financial Professionals!!! New LTC Sales Campaign Available Now!

CG Financial Group is excited to announce the first of several sales CLIENT FOCUSED campaigns that will be introduced in 2025. This initial sales campaign is focused on long-term care (LTC) as life expectancy and the cost of care continue to rise, and only 33% of Americans are confident in their LTC plans. Planning ahead to cover these potential costs can have a positive impact on their retirement.

This campaign is now live and available in Business Builder. It includes educational materials, videos, marketing tools and compliant consumer-facing pieces you can self-brand and use to create sales opportunities leading to new business. It also offers strategies for using annuities and life insurance with LTC riders as alternatives to a traditional LTC policy.

To learn more about the turnkey LTC sales system and how to use it, Join our Webinar on Thursday, August 14th at 11:00 CST. Register Below

Welcome! You are invited to join a webinar: LTC In A Box: A Turnkey Marketing Program to Use With Clients. After registering, you will receive a confirmation email about joining the webinar. New LTC Sales Campaign Available Now! CG Financial Group is excited to announce the first of several sales CLIENT FOCUSED campaigns that will be introduced in 2025. This initial sales campaign is focused on long-term care (LTC) as life expectancy and the cost of care continue to rise, and only 33% o...

Webinar: The Big Beautiful Bill, what advisors need to know.

Charlie is going to highlight the points of this new law that are planning opportunities for your clients. 

It’s taking place this Friday at 11 o’clock central time

Welcome! You are invited to join a webinar: Big Beautiful Bill: What Advisors Need To Know. After registering, you will receive a confirmation email about joining the webinar. It was signed into law on July 4th of 2025. What does this mean for you and your clients? That is exactly what Charlie Gipple, CFP®, CLU®, ChFC® (Owner of CG Financial Group) will discuss on this fun and educational webinar. As always, he will discuss this in a way that actually applies to your c...