Annuity, Life and LTC Seminar Marketing

Hello Financial Professional. My name is Charlie Gipple, Founder and CEO of CG Financial Group, and I wanted to record this video for you with an exciting opportunity to enhance your insurance and financial career using our turnkey seminar marketing program.

I've noticed that many experienced Annuity, Life, and LTC Agents face challenges in finding a supportive and experienced team at their IMO to help them get in front of more prospects on a consistent basis. At CG Financial, we pride ourselves on providing a collaborative and knowledgeable environment that sets you up for success.

Our seminar system helps generate 40-50 qualified registrants for your meetings for about $1,000 and only $20 - $25 per person. Obviously, only about 1/2 will actually show up, but given those numbers you are almost guaranteed to make at least 1 sale and 10x or 12x your investment.

Why Work with CG Financial?

Personalized Support: I am personally committed to helping you with every aspect of your Annuity, Life, and LTC cases—from initial planning to submission to commission.

Comprehensive Expertise: With over 25 years of experience in the industry, I bring a wealth of knowledge to the table. Whether it's case design, product selection, tax considerations, retirement planning, or risk protection strategies, I've got you covered.

High Net Worth (HNW) Focus: I manage my own HNW clients, giving me unique insights that can benefit your practice.

Simplified Business: The insurance business doesn't have to be complicated. Let's work together to streamline processes and make your work more efficient.

Explore Further:

I believe a quick conversation could provide more clarity on how CG Financial can elevate your career.

Feel free to reach out to me directly at 877.542.2160 to schedule a call. I'm eager to discuss how we can collaborate for mutual success.

Thank you for considering CG Financial as your partner in growth. I look forward to the opportunity to speak with you soon.

Best regards,
Charlie Gipple, CFP®, CLU®, ChFC®, Founder and CEO
CG Financial Group, LLC