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.


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.

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


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 fully leverages our marketing infrastructure to grow his advisors’ practices.

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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.


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.

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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.


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.

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Having worked with advisors for years, I am really sympathetic to what they need. I enjoy helping them out, and making things easy for them.


Life Account Manager

Allison is an Arizona native, with a bachelor’s in business administration and a major in marketing from Northern Arizona University. Most recently, as an associate financial representative for a national financial services company, she was known for efficiency and dedication to customer service. She says she values Shurwest’s “grit”, a term she attributes to a TED talk, meaning she and the team will work without cease until the job is done.

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I love building relationships and interacting with people.


Life Account Manager

Whitney came to the U.S. to earn her MBA from Grand Canyon University after studying international law and diplomacy in her native country, Nigeria. “My first job after college was in the finance industry and I knew I was in the right field,” she says. “I have come to love and thrive in this fast-paced, hands-on environment.” Whitney says she is obsessed with psychological thrillers, yet she’s best known for her megawatt smile.

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“I love the fast pace, friendly people and the fact that there is something new to learn every day when working with our advisors.”


Life Case Manager

Alison spent a decade in retail management, followed by seven years in post-secondary education administration and student support services. The financial piece was her favorite, which led her to seek a position in the financial services industry. She is currently working on completing her bachelor’s degree from Northern Arizona University (NAU); she’s an Arizona native and “can’t imagine living anywhere else!”

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 Meet the Rest Of The Team