Why Calling Me is the Best Move You Can Make

At Shurwest Financial Group, we make it easy for our advisors to succeed. How? By offering the best products in the industry, personal, unparalleled support through the entire process—from case design to commission check—and value-added services that no other Insurance Marketing Organization (IMO) is offering its advisors. Did I mention we offer these services for free?

Here are a few of the Shurwest-only services we offer to help you dominate your market:

  • Free access to our on-staff CPA, a Qualified Plan Expert, who can work alongside you to protect your clients assets and reduce their taxes. He’ll get on your client calls and provide answers that motivate your clients to say “Yes” with confidence.
  • Free graphic design and branding support. Are your logo and marketing materials up to par? First impressions last, so we help you make sure your business identity meets your clients’ expectations. We design your logo, letterhead, brochures and custom Powerpoint presentations. Your only expense is printing (which we’ve arranged for you at a discount).
  • Free ADVISOR MARKETING TOOLKIT. Get pre-designed pieces ready to be customized with your name and logo for use in marketing to new clients.
  • Proven Sales Strategies. Our top advisors sell millions of dollars in annuity premiums. We take our proven sales strategies and their street-level experiences and share them with you to help you break your own sales records.
  • Relevant News. Consumers are media savvy and they expect their advisor to be, too. That’s why we bring you all the latest industry news to secure your position as their trusted source.
  • Personalized Web Site. Clients (and even their families) like to check out an advisor on the internet before they meet with them. Do you have a web presence that boosts your practice and builds confidence in your expertise? If not, we’ll create one for you. You just pay for minor hosting charges.

Best of all, when you become a Shurwest advisor, you get me. I am one of the top three marketers in our billion-dollar industry because of the phenomenal success I’ve helped my advisors achieve.

Invite me to join your team and we’ll forge a bond that will break any previous barriers you’ve faced and elevate you to a production level you only dreamed of. I’m committed to you and to making that happen. Call me and let’s get started: 800-440-1088.