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Walkthrough of The Retirement Academy. Webinar Recording

This webinar is a walkthrough of The Retirement Academy!!! Whether you are already a member or not, you will find this webinar valuable. The Retirement Academy was created to provide financial advisors, insurance agents, Broker Dealers, IMOs, and home office staff...

Retirement Academy Membership Pricing for 2021

Membership (Annual Pay)
2 weeks for free then $649 / Year
Become a Founding Member! For signups prior to July 5.
14-Day Trial Period
"Founding Members" get unlimited access to all 6 member-modules. Note: For signups after July 5th, this pricing would only include 5 modules.
Over 250 training videos, 50 articles and whitepapers, and other subject matter expertise.
Two weekly emails. One email with content across all six modules, and the other email as a review of the additions from the prior week.
Monthly Academy Webinars.
Access to the annuity and life insurance electronic “flipbooks”. These are Charlie’s “Napkin Diagrams” that you can use with your clients to demonstrate concepts. They are also accompanied by videos of Charlie demonstrating the conversation at the client level.
Social Media content customization (certain limits apply).
(Courses with testing will be coming soon!)
Membership (Monthly Pay)
2 weeks for free then $59 / Month
Become a Founding Member! For signups prior to July 5.
14-Day Trial Period
"Founding Members" get unlimited access to all 6 member-modules. Note: For signups after July 5th, this pricing would only include 5 modules.
Over 250 training videos, 50 articles and whitepapers, and other subject matter expertise.
Two weekly emails. One email with content across all six modules, and the other email as a review of the additions from the prior week.
Monthly Academy Webinars.
Access to the annuity and life insurance electronic “flipbooks”. These are Charlie’s “Napkin Diagrams” that you can use with your clients to demonstrate concepts. They are also accompanied by videos of Charlie demonstrating the conversation at the client level.
Social Media content customization (certain limits apply).
(Courses with testing will be coming soon!)

Regarding Recruiting and Solicitation.  From our “Terms and Conditions”:

The Retirement Academy and CG Financial Group work as two separate entities.  The two email marketing accounts (Constant Contact) are completely separate from one another and The Retirement Academy members will not be “recruited” as a result of information gathered by The Retirement Academy.  Any conversations around IMO/Agent relationships that CG Financial Group would have would be as a result of the financial professional initiating the conversation, CG Financial Group already working with that Financial Professional, or CG Financial Group acquiring the Financial Professional names via normal recruiting processes that CG Financial Group does regularly and nationally. 

21st Century Education for Insurance Agencies, Registered Reps, Home Office Employees, and Broker Dealers

The Retirement Academy is a "member only" world-class sales and training platform for insurance agents, registered reps, financial advisors, home office employees, and broker dealers.  This material is anything but “product pitching” that is prominent in our industry.  We understand that agents/reps do not need more "product pitching"!

Not an agent or a rep, but rather a home office employee?  No problem!  You too will find value in The Retirement Academy!  Whether you are an "individual contributor" or a manager, we would love to work with you and/or your team!

This platform is jampacked with literally HUNDREDS of sales and product training videos, a blog, scores of whitepapers/articles, and a webinar training calendar.  Of course, the Retirement Academy will be continuously added to and optimized.  This large amount of content is arranged by 6 different member-only “Modules” that you can choose from. 

  • Module 1:  21st Century Agency (Practice Management Module)
  • Module 2:  Consumer Videos and Sales Pieces
  • Module 3:  Annuities Education
  • Module 4:  Life Insurance Education
  • Module 5:  LTC & Hybrid Education
  • Module 6:  The Academians' Blog  (This is where all of the articles and whitepapers are housed)

Annuities, life insurance and long-term care products have never been more exciting, but yet more complicated.  Furthermore, the sales process has never been more challenging for financial professionals because of the fact that today’s consumer is better informed than 50% of financial professionals!  So, if you are a financial professional that wants “next level” education for you, your team, and/or your reps, the Retirement Academy is for you!!!

Whether you are a seasoned pro looking for unique education on practice management and/or product training - or merely a new financial professional trying to understand how a particular product type works - you have come to the right place.