Monthly Archives March 2015

Consumer Video on Tax-Free Income

Are you talking with clients about tax-free income? Income planning is a competitive space. It’s not always easy to separate yourself from your competition when income planning boils down to an annuity roll-up rate. At Shurwest we give you a different approach. We’ve built a series of strategies focused on the biggest risk facing retirees today . . . TAXES. Our flagship strategy, IRA Reboot, can positively affect every client in your book. Think about how many of your clients have IRAs or 401(k)s. Each has an exaggerated idea of the value of their qualified account. The reality is that
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Categories: Blog Posts.