Monthly Archives September 2018

Indexed Universal Life (IUL) Insurance – A Primer

  Here’s what you need to know about IUL, Indexed Universal Life insurance.   Strong IUL sales in 2018 “After three consecutive quarters of declines, individual life insurance sales growth rebounded in the second quarter of 2018,” said Ashley Durham, associate research director, LIMRA Insurance Research. “Indexed universal life drove the comeback with a 15 percent increase over second quarter of 2017.”1 IULs are not for everyone People who are not in good health may not qualify for IUL; underwriting is required. Look for uncapped policies At Shurwest, we provide due-diligence support for our advisor partners, including considering uncapped policies
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Categories: Blog Posts.

Solidifying the Foundation of Brand Recognition

Your firm’s mission, identity and values can shape your brand and what it says about you.   How do you quickly convey trust, value and credibility to prospective clients and the marketplace? With your brand. That’s right. Your brand says a lot about who you are. It speaks to your mission, identity and values. When they are aligned with your brand, it sends a signal that clients instantly connect with about how you can help provide solutions to their problems, who you really are and what’s important to you. “Branding is the expression of the essential truth or value of
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Categories: Blog Posts.