CG Financial Group, LLC

CG Financial Group was founded in 2018 and is one of the fastest growing IMOs in the country. But regardless of how large we get, we will commit to always having a “small company” feel that is hard to come by in an industry of consolidating “Mega-IMOs”. We pride ourselves on being able to provide support that is unmatched in the industry while also providing payout levels that are unmatched in the industry. Over the last 25 years, our founder – Charlie Gipple – has worked as a coach for hundreds of agents, registered reps, broker dealers, CPAs, advisors and marketing organizations and has built these relationships that he cherishes. We now work with these financial professionals as their IMO to elevate their businesses to new heights. Charlie has not only spoken at large agent events as a keynote speaker – he has also conducted hundreds of client seminars over the years and he knows what works and what does not! Thus, CGFG’s mission is to transfer this knowledge to you, the agent/advisor. One of the many attributes our financial professionals like about us is: unlike many other IMO’s, we personally produce ourselves. This means that the product strategies, tax strategies and ideas that we communicate to you are based on proven real-life experiences with the end consumer. In essence, we eat what we cook!! Many times, what looks good on paper does not work when applied. We actually apply our ideas; and are quite good at it! We then transfer this knowledge to you through ongoing training and also through The Retirement Academy. When we combine this experience with the end consumer along with 25 years of coaching MDRT-level financial professionals on a national scale, there is a powerful combination of knowledge we can transfer to you, the financial professional! Being a GA/IMO requires so much more than providing product specs! It requires technology, training, case management, support infrastructure, and many other things. We have this!!!

Website

http://www.cgfinancialgroupllc.com

External link for CG Financial Group, LLC

Industry

Financial Services

Company size

2-10 employees

Headquarters

Johnston, Iowa

Type

Privately Held

Founded

2018

Specialties

life insurance, annuities, linked benefits, marketing, sales skills, presentation skills, prospecting, and storytelling