velocity_logo

Dinner Seminars

Every element is taken care of, from location selection, invitation design, audience targeting and list procurement, postage and mailing and RSVP calls, freeing you from the burdens of worrying about mail delivery or missing a reservation call.

Learn More

 

College Workshops

americansocietyoffiduciaryeducation_logo 

The people you want to reach are hungry for information. What if you could attract a classroom full of people who pay YOU to teach them about retirement planning?

Learn More

 

sw_turnkeysocsec_logo

Our Advisors meet with qualified prospects consistently by hosting classes each month on strategies that they can use to maximize their Social Security benefits.

Learn More

Attract Qualified Annuity Clients Via the Internet

eLeads attracts baby boomers and upper income seniors via internet ads offering a report on the best annuities on the market. Shurwest developed the program with an internationally successful digital marketing company, which gets prospects to answer a series of questions on their assets, interest level and ability to purchase an annuity. Because of this personal pre-qualification, you receive more background information, resulting in a higher-quality lead.

Specifically, eLeads can help you:

  • attract new (internet-skilled) clients
  • broaden your sales territory—even to other states
  • shorten your sales cycle
  • save time by meeting clients virtually vs. in-person

We have a $12 million producer who uses eLeads exclusively for client acquisition. Other advisors use it to keep business flowing between their seminars and live events.

As an added benefit, you also gain access to a proven step-by-step appointment process to streamline your client acquisition. Call Shurwest to find out if your territory is available!

You must commit to $1 million in quarterly production to Shurwest ($4 million annual) to keep your assigned territory.

Learn More

Radio Lead Systems Tailored to Your Interests

Customized Radio Ads

If you have no interest in spending the time and money to produce a radio show, Shurwest offers a custom solution that gives you targeted radio spots driving calls to your office.

Choose from an annuity or indexed universal life message. We write the commercials for you, help you negotiate the air time and coordinate with the stations to ensure your spots get the best response possible. The cost depends on your market and availability. The cost to write, record and produce your spot is complimentary to members of Shurwest’s marketing program.

Leads from Financial Talk Radio

Working with Shurwest, you also have the option to receive leads from a nationally syndicated program airing on financial talk radio. Anchored by a well known financial coach, this weekly program generates inquiries from clients wanting assistance planning their financial retirement journey. You become the local expert who helps them chart their course and arrive at their desired destination.

Let someone else take on the time-intensive task of producing a radio show. Spend your time where it counts…connecting with new clients.

Ask us for details on market availability and what it takes to get started.

Learn More