Monthly Archives July 2016

Award-winning FIA Available through Shurwest

Shurwest is proud to be one of the few IMOs in the U.S. that gives our financial-advisor partners access to the award-winning fixed indexed annuities (FIA)s available through Annexus. Yet another award was handed out May 20, 2016. This one to J.P. Morgan for “Deal of the Year” at the Structured Products Americas Awards. The J.P. Morgan MOZAIC℠ Index (USD) offers the opportunity for FIA growth using a diverse group of global asset classes and a monthly rebalancing process to help reduce risk, and leverage positive momentum. Read the complete story here: More about Annexus Founded in 2006, Annexus has
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Categories: Blog Posts and News.

Baby Boomers and Retirement Readiness

Every year the Insurance Retirement Institute (IRI) polls American baby boomers on their views on retirement. The findings are always eye-opening and may help you support your suggestions during client conversations. To read the full study, which polled 803 adults age 52 to 68, see the link below. What we learned: Boomers are increasingly pessimistic, as these gloomy 2015 results show. For instance, economic life satisfaction dropped precipitously, especially among retirees. Many report struggling with retirement and financial issues: Only 60% of boomers have saved money for retirement, down sharply from prior years when as many as 80% had retirement
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Categories: Blog Posts.