Even when the market is extremely volatile, a life product can have a stronger hold because of the guarantees and tax advantages. IULs can be used for retirement income, legacy, college planning, long-term care and more.

Mel
Schulze-Miller

National Sales Director of Life Insurance

Melanie Schulze-Miller is passionate about helping financial planners dramatically increase their practice and improve their clients’ financial position through the use of insurance-based, tax-free retirement tools. Mel has always been in the financial services industry, and was recruited here from Minnesota Life where she was a regional vice president. She has been a financial planner herself in the past, holding Series 6 and 63 securities licenses.

Contact me to learn more:
800-355-0581
mschulze-miller@shurwest.com

Every individual has a different need and different necessity for their retirement goals and it is very fulfilling to know that I am helping map out a course on how to get them there.

Nick
Johnson

Senior Life Consultant

Nick works with an elite, select group of producers to find tax-free income strategies and solutions for their clients. His father worked in the life insurance business for over forty years, and Nick always knew he wanted to follow in his footsteps. While attending Arizona State University, Nick worked for a life insurance wholesaler. Now that he works at Shurwest he feels as though “he’s not even working.” Nick says, “I enjoy every single day because I love what I do so much. I get to help change people’s lives for the better with strategies that give them plenty of money, plus peace of mind.”

Contact me to learn more:
800-355-0581
njohnson@shurwest.com

My background in investments allows me to explain how life products have evolved into a completely new asset class and unique investment opportunity.”

Michael
Seabolt

Senior Life Consultant

Mike understands both annuity and life solutions and helps advisors differentiate benefits in terms of client suitability. He’s excited about indexed universal life products because of their tax efficiency and feels they are one of the most important aspects of financial planning today—especially with the exploding boomer population. Mike says he loves the vibe at Shurwest as well as its relationship to Annexus. He plans to fully leverage our marketing infrastructure to grow his advisors’ practices.

Contact me to learn more:
800-355-0581
mseabolt@shurwest.com

What I like best about Shurwest is the family-feeling. The atmosphere among colleagues here is excellent and we treat our advisors like family too.

Rachel
Brooks

Sr. Relationship Manager

Rachel has always been known for giving 100% to her work. Prior to joining Shurwest, she came from “a completely different world” working for a major utility. She feels she has found her niche on the life team at Shurwest. Every day she strives to go above and beyond for the advisor, carefully inspecting and scrubbing applications to ensure accuracy, expediting contracts and helping with any issues which might arise with in force policies.

Contact me to learn more:
800-355-0581
rbrooks@shurwest.com

I get excited when a case is approved, I feel such a great and incredible sense of ‘mission accomplished!’ I will do whatever it takes to expedite an application.

Bridget
Davis

Life Account Manager

Bridget worked in human resources for many years prior to joining Shurwest, and was a legal assistant before that. She likes to be proactive about everything involving a policy, working through the process hand-in-hand with her financial advisors from initial application through to final approval. She acts as a liaison between the advisor and the insurance carrier, and is able to “speak the carrier lingo” to best benefit her advisors in expediting the approval process.

Contact me to learn more:
800-355-0581
bdavis@shurwest.com

I really enjoy working with different financial advisors, agents and carriers to solve problems and provide solutions. It’s like piecing and putting together a complex puzzle.

Heather
O’Connell

Life Account Manager

Heather has an MBA, a Series 7 license and both health and life insurance licenses. She works with multiple carriers and agents to process life insurance applications, expediting the process by notifying parties when any additional requirements or outstanding issues need to be resolved. She says that although she received her undergraduate degree from Miami University in Ohio, she’s a diehard Buckeyes fan.

Contact me to learn more:
800-355-0581
hoconnell@shurwest.com

There are a lot of like minds at Shurwest, and I appreciate the way everyone is willing to help each other, even when they’re really busy.

Angela
Hofrichter

Life Account Manager

Angela helps financial advisors gather all the requirements needed for life applications, providing the completed apps to insurance carriers, and fielding all the back and forth leading to successful policy issuance. Hailing from Roswell, New Mexico, she received her bachelor’s degree in government relations from Patrick Henry College in Washington D.C.

Contact me to learn more:
800-355-0581
ahofrichter@shurwest.com

 Meet the Rest Of The Team