Are you prepared to answer questions . . .

From your client?
From your client’s legal counsel?
From their CPA?

Are you well-prepared to participate in the transfer of trillions of dollars as baby boomers near retirement? You will be if you partner with Shurwest Financial Group.

Go into your next appointment with confidence, knowing you have the support of your own Qualified Plan Expert, brought exclusively to you by Shurwest.

Our Qualified Plan Expert is a CPA who specializes in advanced retirement planning using IRAs, 401ks and qualified plans.

By consulting with our Qualified Plan Expert, you will build credibility and achieve greater success with more clients. And you’ll be confident your cases are being completed correctly.

High-net-worth clients with substantial retirement dollars in qualified plans seek guidance from knowledgeable agents and advisors. By utilizing our Qualified Plan Expert, you position yourself ahead of your competition.

Why do you need a Qualified Plan Expert?  Do you know…

• …your clients are being told they can take distributions from their 401(k)s before a triggering event?  Are they being misled?
• …you have clients with IRA losses that may be tax-deductible? Separate yourself from the competition by sharing that knowledge with your client.
• …why your client needs to recharacterize their Roth conversion? Roth conversions during a down market could create unnecessary taxes. Come to your client’s aid with this valuable knowledge.
• …how to apply the stretch strategy to your clients’ IRA assets to increase their income benefits?
• …why it can be beneficial for your client to perform a Roth conversion?

You can even bring our Qualified Plan Expert into joint phone calls with your client’s CPA.  And you can comfortably embrace the participation of your client’s attorney. By setting up a joint phone conversation, you’ll maintain the highest level of credibility and ensure the best opportunity for success.

Shurwest offers this unique service to our annuity advisors at no cost.

Joe Arsenault, CPA is happy to conduct free, one on one webinars. with our advisors to explain complex tax related subjects.