The 4% Rule no Longer Works!
Shurwest Financial Group has spent more than 25 years perfecting what works for advisors. Our hard-won experience was first earned decades ago in the fields of western Nebraska when our cofounder, Ron Shurts, was an insurance agent selling life insurance, fixed-indexed annuities and long term care insurance to farmers.

He took his wish list for what he wanted from an insurance marketing organization and founded Shurwest to provide those solutions to independent insurance agents and securities-licensed reps. That list included everything from having no voice mail, so a live person is always available to get you what you need to serve your clients, to scrubbing your applications, so you can spend your time doing what you do best…selling.

Today, Shurwest has grown to serve a group of high-performance advisors attracted by Shurwest’s exclusive distribution products, personalized training, field-proven sales strategies and advisor marketing and branding.

But who will you be working with when you partner with Shurwest? You might be surprised to learn that Shurwest’s advisors continue to break production records while having a small, dedicated team of sr. wholesalers. Lead by Director of National Sales Jim Maschek, this elite group of highly experienced wholesalers usually occupies the lion’s share of the top Annexus wholesaler sales ranks…a testament to how well they support their advisors.

Marc Lindsey, Katie Brenneman, Jordan McGrath, Kyle Pesch, Travis Smith and Carter Wilcoxson. Each of our wholesalers has been with Shurwest for several years because they want to be where the products and infrastructure allow them and their advisors to reach their full sales potential.

If this sounds like the kind of organization you want to align yourself with, call us today, 800-440-1088. We are ready to partner with you and invest our experience, innovations and resources in your success.