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ELEVATING

Financial Professionals

for over

28 years!

MEET THE TEAM
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Point of Sale Tools

that help grow your practice.

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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.

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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.

Chris B.
Chris B.Financial Professional

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.

Ed W.
Ed W.Financial Professional

“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.”

Danny G, TN
Danny G, TNFinancial Professional

“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.”

Grant S, LA
Grant S, LAFinancial Professional

ADVISOR SERVICES

  • Innovative Product Solutions

    Shurwest offers our agents more than just stock, off-the-shelf products. Our team thoroughly researches each product we offer to look for opportunities and advantages within the product that can be leveraged to create a complete and unique product solution.
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  • Award-winning Marketing Programs

    Shurwest Financial Group’s MOMENTUM is a turn-key marketing solution with one focused goal – to help elite financial professionals effortlessly grow their practices.
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  • Elite-level Advisor Training

    Shurwest Financial Group invites you to attend two days of the most innovative advisor training in the country. Over the last four years, attendees of this training have achieved amazing increases in their fixed-index annuity business.
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  • World-class Incentive Rewards

    Shurwest Inner Circle incentive trips are legendary among advisors for combining world-class destinations, luxurious accommodations with exclusive, VIP access to a destination’s most alluring treasures.
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SHURWEST SOLUTIONS

Innovative Product Solutions

Shurwest offers our agents more than just stock, off-the-shelf products. Our team thoroughly researches each product we offer to look for opportunities and advantages within the product that can be leveraged to create a complete and unique product solution. Our solutions go beyond the highest income roll-up rate or bonus structure and focus on issues important to your clients which most other Independent Marketing Organizations (IMO) tend to ignore.

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Award-winning Marketing Programs

Shurwest Financial Group’s MOMENTUM is a turn-key marketing solution with one focused goal – to help elite financial professionals effortlessly grow their practices. From full branding and identity development to automated drip marketing campaigns all the way to award-winning video marketing programs, Shurwest’s MOMENTUM makes marketing your practice effortless – leaving valuable time, energy and effort available so that you can do what you do best – close more cases!

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Elite-level Advisor Training

In a unique partnership with The Annexus Group, Shurwest Financial Group invites you to attend two days of the most innovative advisor training in the country. Over the last four years, attendees at the Annexus Training Experience (ATE) have achieved an amazing increase in their fixed-index annuity business. Why such success? Presenters at the ATE focus exclusively on retirement income strategies and fixed income alternatives that will have an impact on your business immediately.

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World-class Incentive Rewards

The Shurwest Inner Circle is made up of the most exceptional financial professionals in the industry and membership to this select group is reserved for the top 50 Shurwest producer partners. In exchange for their extraordinary leadership, demonstration of client-focused best practices and proven record of results, Inner Circle partners earn ”members-only” access to premium benefits and rewards programs hosted in some of the most breathtaking locations around the globe.

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SHURTHINGS BLOG

ShurThings – News You Can Use

Industry news, innovative product solutions, sales and product training tips, early product changes/rollouts and Shurwest announcements of all kinds can be found on the ShurThings blog.

How do you get your industry news? You can subscribe to our NEWS FEED, JOIN OUR MAILING LIST or CONTACT US for specific questions, comments or concerns. Thanks for visiting shurwest.com!

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