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Our Mission

With transparency and accountability we empower our advisors by delivering industry-leading, consumer-focused retirement strategies while providing cutting-edge education, marketing and practice management support.

PROPRIETARY SOLUTIONS

DELIVERING PERFORMANCE YOU CAN BE PROUD OF.

Shurwest gives you access to a complete array of insurance carriers offering the most advanced fixed indexed annuity and indexed universal life insurance strategies available today. By choosing us as your partner, you also gain access to patented, limited-distribution solutions that set you apart from your competition.

Click here to learn about FIA Solutions and IUL Solutions

EDUCATION & TRAINING

EXPERTISE THAT STRENGTHENS YOUR PERFORMANCE.

Boost your confidence when consulting with clients through:

  • webinars
  • on-site visits to come meet our team
  • personal coaching
  • peer-to-peer idea sharing
  • proprietary practice management system

To further keep you at the top of your game, we invite qualified advisors to Scottsdale to join in educational events featuring insights from top producers, breakthrough product positioning and advanced sales strategies.

Qualify for Training in Scottsdale

LEAD GENERATION

GETTING CLIENTS TO COME TO YOU.

Uncover new, qualified clients by using our proven lead-generation programs that have been shown to double an advisor’s volume in two years. Whether through events, direct mail, multimedia campaigns or radio, our programs provide you with qualified leads to fill your funnel and ensure a steady flow of new clients.

Click here to learn about our programs

PRACTICE MANAGEMENT

A PROVEN PROCESS TO BUILD YOUR BOTTOM LINE.

Are you running your practice or is your practice running you? Practice management builds your bottom line by creating, implementing and repeating a stellar client experience. We work alongside you implementing a step-by-step process developed by Duncan MacPherson, perhaps the most respected practice management expert advising America’s top financial firms today. 

Call your Shurwest Advisor Development Consultant to learn more: 800-440-1088.

MARKETING

CREATIVITY THAT CONVEYS YOUR CREDIBILITY.

What if you had a team of graphic designers, writers, videographers and web specialists ready to bring your ideas and your marketing plan to life? Our experienced marketing team develops your professional branding, creates content to help you communicate with clients and helps you strategically promote your firm. Allow us to implement proven marketing best practices on your behalf to shorten your sales cycle and attract more ideal clients.

Click here to learn more.