SHURWEST FINANCIAL GROUP | PERFORMANCE BUILT ON PARTNERSHIPS
ABOUT US
ELEVATING FINANCIAL PROFESSIONALS FOR OVER 28 YEARS
Shurwest Financial Group is an independent financial marketing organization with a rich history of delivering results for the financial professionals we have the privilege of serving. From our founding in 1985 through to today, we are guided by a core set of simple, yet powerful principles:
- Build solid, long-term relationships with producers.
- Create a customer service model that put producers’ needs ahead of carriers’ needs.
- Develop innovative product and marketing solutions that ensure the success of Shurwest’s producers.
Co-founded by one of the most successful entrepreneurs in the insurance and fixed-index annuity industry, Shurwest has a deep understanding of the unique needs of today’s independent financial professional and delivering the products, solutions and service that is required to exceed those needs is embedded in our culture and DNA.
Thank You for all the help and amazing support your marketing team has offered AND given. They make me feel like I can reach higher and do more by knowing that I have such a great marketing team behind me exactly when I need them.
The bottom line is I came to Shurwest a little over 2 years ago producing a little over a million a year in annuity production and have built a thriving business of 5 to 6 million dollars in annuity production with your help.
“We were trying to ramp up another product line when we discovered Shurwest. Using their sales solutions, in just 20 months we sold $20 million in annuities.”
“The most important strategy that Shurwest has helped us with is improving our online presence. We had our website up in a week and a half and we had two multi-million dollar clients contact us directly from our website.”
