Annexus Aviva Balanced Allocation Annuity
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Transcript of Annexus Aviva Balanced Allocation Annuity
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Shurwest Financial Group
RON SHURTSPresident
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Created from theproducer’s perspective
Founded in 1984
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Not Your Average Wholesaler
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Finding new products and opportunities
Offering insight and perspective you can’t get out of a brochure
Over 25+ years of researching and performing in-depth due diligence on products, concepts, and services to our producers
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The Architect: Richard Kado
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ADVISOR
ADVISOR CLIENT
CLIENT
CLIENTS
CLIENTS
Shurwest Financial Group
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A New Structural DesignSimplified the Structure and Enhance theAccumulation Potential
BAA is an Index AnnuitySame “DNA” as an FIA
The Difference is the Innovation:8 patents issued and 5 more pending!
BalancedAllocation Annuity™
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The Balanced Allocation Strategy®
An intuitive design utilizing a100% Participation in a Predetermined
blend
100%Participation
In theBalanced AllocationStrategy
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The “S&P 500®” Index Allocation
The Declared Rate AllocationApplicable ChargeInterest
Earnings
Patent Issued
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