Welcome to CMG Group
Where Innovation Meets Success
At CMG Group, we are more than just a financial solutions company; we are a dynamic force driving innovation in the industry. Established with a vision to revolutionize the way financial professionals operate, we offer a wide array of services and opportunities that empower individuals and agencies alike.
We provide valuable financial and technological resources across a network of premier industry contracts, designed to elevate your personal practice revenue and enable you to invest more time into what matters most - your clients.
Comprehensive Offerings
Empowering Success, Redefining Futures
Explore the breadth of our services:

Agency & Individual Producer Insurance Contracts
Explore opportunities in Life, Health and Annuities with our agency and individual producer contracts.

Advisor/Agent Succession Consultating
We guide you through exit strategies, ensuring a smooth transition of your book of business into the future.

K-12 Financial Business Careers
Leverage our strong relationships within school districts to build your business and make meaningful impact.

Cost Segregation Services
Our experts identify and reclassify property components, accelerating depreciation for immediate cash flow advantages.

Tax Credit ERC Services
The Employee Retention Credit (ERC) is a refundable tax credit designed to support businesses who retained their employees through COVID-19. We've helped thousands of companies claim millions of dollars in refunds.
Click here to learn more about the ERC.

Retirement Planning Training
Equip yourself for a successful retirement with our comprehensive training programs. Our custom proprietary software ensures you have the tools needed for a secure future.
"Going independent with CMG Group has been one of the best decisions for my career. Their seamless transition, top-notch contracts, and unique philosophy reshaped how I approach business. CMG isn't just a platform; it's a partner invested in my success.
The niche market access, real marketing support, and AI solutions set them apart. Independence isn't just a status; it's a thriving ecosystem where my business can flourish."
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