Broker Check

CFG Brokerage Network University

One of the ways we keep our advisors doing business with us is to continue to provide relevant content for different sectors of the financial markets. The financial service industry is constantly changing and we will continue to bring in research and information through workshops, WebEx’s and case studies.


  • Art and Science of Business Valuation

  • Executive Benefits

  • Four Box Strategy

  • Retirement Planning

  • Key Employee Planning

  • Advanced Sales Concepts

  • Business Continuation Planning

  • Special Care Planning

  • Tax Diversification planning

  • Worksite Marketing Strategies

  • Strategic Alliance

  • Marketing Your "Brand"

  • Legacy Planning

  • Estate Planning

  • CE Workshops

  • Social Security Planning

  • Products

  • Whole Life as Asset

  • Term Insurance

  • CareChoice One

  • Survivorshop UL and Policies

  • Quick Close Term

  • Annuities (SPIA, DIA)

  • 401(K)

  • Guranteed Issue DI

  • Multi-Life DI

  • Defined Benefit Plans

  • Non-Qualified Deferred Comp.

  • Split Dollar

  • Section 162 Executive Bonus

  • Premium Financing

  • Single Pay WL w/ SPIA

  • WL for Children