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Limited-Distribution Products

With numerous carriers to choose from, we work with you to carefully match your client’s needs with the solution that best addresses their goals. Yes, we offer all major carriers, so can help you efficiently manage your business operations. More importantly, partnering with Shurwest gives you access to patented, industry-leading products from companies with household names, giving you, as an independent advisor, a competitive advantage.

OK, LET’S SEE WHAT YOU CAN DO FOR MY CLIENTS

Our carefully selected products offer you patented product features, name-brand recognition and unparalleled potential.  When you make a product recommendation you want to be confident it will perform the way you’ve indicated. To make this possible, our consultants thoroughly research each product we offer to look for opportunities and advantages that can be leveraged to create the best possible outcome for your clients. Our solutions go beyond the highest income roll-up rate or bonus structure and focus on the results that matter to your clients.

Shurwest product solutions help address your clients’ concerns over:

  • Inflation
  • Income
  • Wealth Transfer 
  • Bond/Capital Preservation alternatives 
  • RMDs
  • Accumulation
  • Taxes

 

OK, LET’S SEE WHAT YOU CAN DO FOR MY CLIENTS

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Have you joined the revolution in using Indexed Universal Life (IUL) to solve your clients’ financial planning, debt reduction and retirement planning needs? If you’ve gotten away from using life insurance, see how top advisors are using IUL to solve their clients’ retirement needs and add a new revenue stream to their practice.

Our exclusive life strategies include:

  • IRA Reboot  
  • Roth and 401(k) Alternatives
  • 1035 Exchanges
  • CD Replacement
  • Hybrid Long-Term Care
  • Gift for College—Gift for Life
  • Tax-Free Income Alternatives