Archives for ShurThings

Performance Matters

Clients expect to see a certain level of growth when they purchase an FIA, especially when the S&P 500 grew more than 20% for 2013. Using an uncapped strategy, such as the Balanced Allocation Strategy, allows your clients to see the upside potential they expect, with the safety they need. Don’t take our word for it. In this short video you’ll see how measurable results within an FIA have helped one of our top advisors. The S&P 500 has always been one of the most trusted indices. With 50 years of trackable performance, your clients can share in the growth
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Categories: ShurThings.

5 Easily Avoidable Marketing Mistakes

You’ve achieved a certain level of success, but if your business is going to grow you need to make changes to your practice. Start by downloading your complimentary copy of 5 Easily Avoidable Marketing Mistakes. CLICK THE IMAGE BELOW TO DOWNLOAD By avoiding these pitfalls, and working with us, you can take your practice from $2 million to $5 million or from $5 million to $10 million. Experience the benefits of letting our marketing experts do the work for you. A new year is upon us. Make 2014 dramatically better than 2013. Start the change today.
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Categories: ShurThings.

Inner Circle Qualifying Extended for the Annexus Pro-Am

EXPERIENCE THE MOST EXCLUSIVE ANNEXUS INNER CIRCLE EVENT OF THE YEAR! You’re invited to Scottsdale in January to join the most elite advisors in the country for an incentive trip featuring premiere business development plus VIP access to the most popular golf tournament on the PGA Tour. Qualifying for this exclusive event has been extended until December 31! Then mark your calendar for January 26-30 and prepare to jump start 2014 by: Learning new strategies shared by your fellow top advisors Getting the first look at Annexus product advancements Seeing how Shurwest can give your marketing MOMENTUM And MUCH more!
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Categories: Frontpage Article and ShurThings.
Format: Video.

Turn Your Next Seminar Into an Event

How much do you spend on seminars or workshops every year? Are you growing your practice the way you envisioned or do you feel like you’re spending more and getting less? Seminars can be a successful way for retirement planners and financial advisors to get in front of new prospects, but if you want to quit spinning your wheels, you need to do something different. To grow your practice you need to improve seminar attendance and increase conversion from attendance to appointments. How is your seminar different from your competition’s? Is it something memorable that firmly establishes you as a
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Categories: ShurThings.
Format: Video.

What a Market Value Adjustment Is and What It Means for Your Clients

Have you done an annual review with a client lately and realized that the surrender value was higher than you expected? That may be due to the Market Value Adjustment, that thing you’ve always heard of but may not fully understand. Here’s a great definition: A market value adjustment (MVA) is the increase or decrease in the value of the assets held by the insurance company. This increase or decrease in value can be passed on to the client to help create an annuity that can offer more client friendly features. This adjustment is typically only passed on to the
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Categories: ShurThings.

Annuity Icon Shares Insight on Future of Our Industry

We all know suitability is the driving force that will lead to a better image for indexed annuities. Even though you and I have always looked at suitability for your clients, others in our industry have not. So I was interested to watch a video interview with Jack Marrion, one of the most respected voices in our industry. Marrion is discussing his new book..”Index Annuities…A Suitable Approach.” The book explains index annuity concepts and crediting methods with easy-to-understand graphics, and compares index annuities with other financial vehicles.jack marrion indexed annuity expert internal marketing organization If you’re looking for good advice
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Categories: ShurThings.

Format: Video.

Choosing Bonds for Safety? Why an Annuity May Be a Better Choice

When it’s stormy outside, we humans naturally seek a cozy cave to hide out in for protection. That’s what we do with our money, too. Bonds have been a traditional “cave” for retirees’ “safe money”—especially for those who believe they only have three choices when allocating their nest egg: cash, stocks or bonds. But how safe is that cave? Could rocks start falling from the ceiling? Financial analysts warning of a bond bubble on the verge of bursting think so. Type “bond bubble” into your web browser and you’ll get over 44,400,000 hits on the subject, from such sources as
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Categories: ShurThings.