Monthly Archives February 2018

Shurwest’s “Insight” Mobile App

  Access Shurwest Support Right from Your Phone!   We understand how busy you are as a financial advisor. That’s why the Insight mobile app gets you quick support from Shurwest right from the palm of your hand.     Watch this video to learn more about the app!   Here’s what you can do with the Shurwest Insight mobile app: Check the latest rates on annuities and life products. Request case designs and illustrations based on your client’s parameters. Connect with other successful Shurwest advisors and industry thought leaders. Receive industry insider news alerts at your fingertips. Watch videos or
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Categories: Blog Posts.

Planning Considerations for 7 Major Client Life Events

Retirement   Everyone in our industry knows that 10,000 Americans per day will continue turning 65 up until the year 2030. For the people who have money saved in, say, a 401(k), which is the most common retirement vehicle, they are facing stock market volatility which can have a devastating effect on their ETFs or mutual funds, along with rising interest rates which can devalue their bonds, not to mention rates still hovering at around 2% on CDs, savings accounts and money markets. Then there are RMDs that kick in at age 70, triggering taxation for many when they least expect
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Categories: Blog Posts.