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Retirement Academy Membership Pricing for 2021

Membership (Annual Pay)
2 weeks for free then $649 / Year
Become an "Academian"
No-Risk 14-Day Trial Period
Unlimited access to all 6 member-modules.
By registering below, you are immediately sign up for semi-weekly sales and practice management emails.
Over 350 training videos, 100 articles and whitepapers, and other subject matter expertise.
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.
Courses that are "Glidepaths" for learning certain topics
Testing and Certification (coming soon)
Membership (Monthly Pay)
2 weeks for free then $59 / Month
Become an "Academian"
No-Risk 14-Day Trial Period
Unlimited access to all 6 member-modules.
By registering below, you are immediately sign up for semi-weekly sales and practice management emails.
Over 350 training videos, 100 articles and whitepapers, and other subject matter expertise.
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.
Courses that are "Glidepaths" for learning certain topics
Testing and certification (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:  Practice Management
  • 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. 

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You can become a member now by navigating the the "Purchase Membership" Page.  Or, if you are not ready, you can sign up here for general updates on The Retirement Academy.

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