Archives for Shurwest

Highlights from Shurwest’s trip to the New York Stock Exchange

If you don’t follow us on Facebook, you may have missed the excitement here at Shurwest when the entire annuity team flew to New York for Annexus training from January 11-13, 2017. Here are some visual memories we’ve added to Shurwest’s historic timeline. === Ron Shurts and Don Dady, founders of Annexus, stand in front of the New York Stock Exchange on January 12th: === The team from Annexus, along with Roger Ibbotson, stand on the NYSE podium above the trading floor ringing the closing bell. (Roger G. Ibbotson is chairman and CIO of Zebra Capital Management, LLC, an equity
Read More

Categories: Blog Posts.

Facebook Advertising 101 for Financial Advisors

Only business pages can advertise. The first thing to know about Facebook is that a business page is different from a personal page, and only a business page can run an ad. Here is a sample business page: Just like with any advertising platform, an established brand or big-box retailer has an easier time conveying an advertising message that people will respond to. After all, they have already spent years and millions of dollars on advertising to build their brand up, so they’ve already carved out a “share of mind” among consumers. But that doesn’t mean the financial advisor should
Read More

Categories: Blog Posts.

Facts about Retirement from Shurwest. Topic: Pensions.

The shift from our rural, agrarian economy to a full-fledged Industrial Revolution began in the mid-1800s and was accelerating rapidly by the turn of the 20th century in the United States. In the beginning of our nation’s history, homesteaders or farmers might make money or barter when they produced more than they consumed. Retirement wasn’t an option…or even a concept. Most people worked the land their entire lives and had large families with lots of children to help out. With increasing populations flocking to cities to work for companies and factories—usually for one company their entire life—compensation and retirement became
Read More

Categories: Blog Posts.