annuities

An Insider’s Guide to Shurwest.com

Welcome! As one of the country’s leading Independent Marketing Organizations (IMOs), Shurwest is committed to providing you, our valued advisors, with the highest quality fixed-index annuities available and the most advanced income-planning strategies to meet your clients’ retirement needs.Our new competitive advantage is playing a greater role in assisting financial advisors and insurance agents with marketing strategies to achieve greater success in the field. Be sure to check out these features:
annuities  

 

Sales Mission

Want to jump start sales? Our coordinated sales campaigns, released throughout the year, contain everything you need to launch a results-focused marketing push. We provide everything from pre-approach letters to branded marketing materials to video commentaries you can share with your clients. It’s your mission, if you choose to accept. And our successful advisors do. Read More>
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Social Media

See those social media icons representing links to our Facebook, LinkedIn and YouTube pages? Social media is a great way to deliver news and information without overloading your clients’ email. Click the icon and see for yourself. We can also help you integrate social media into your marketing platform.
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Tessa’s Tips

Tessa Ralston leads our detail-oriented administration team. Her team’s commitment to you? To get your fixed-index annuity business processed as quickly as possible. With an intimate knowledge of our annuity insurance carriers, Tessa will provide you with insightful tips you need to make your job easier—and to get your annuity applications processed as quickly as possible. Read More>
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Your Opinion Matters

We are constantly updating our site to be your first stop for assistance with improving your annuity sales. If you are a Shurwest advisor and see something you’d like us to feature on our site, please contact Marc Montini, our Chief Marketing Officer, at marcmontini at shurwest.com or 800-440-1088.

If you are just discovering Shurwest, you owe it to yourself, your family and your clients to see how choosing the right IMO, with the right product line, can improve your business and build the practice you’ve always wanted.