Annexus Aviva Balanced Allocation Annuity

Post on 20-Jun-2015

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description

A brief description of the Balanced Allocation Annuity, Shurwest Financial Group, and The Annexus Group.

transcript

For agent use only. Not approved for use with the public.

Shurwest Financial Group

RON SHURTSPresident

For agent use only. Not approved for use with the public.

For agent use only. Not approved for use with the public.

Created from theproducer’s perspective

Founded in 1984

Not Your Average Wholesaler

For agent use only. Not approved for use with the public.

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

For agent use only. Not approved for use with the public.

For agent use only. Not approved for use with the public.

The Architect: Richard Kado

For agent use only. Not approved for use with the public.

ADVISOR

ADVISOR CLIENT

CLIENT

CLIENTS

CLIENTS

Shurwest Financial Group

For agent use only. Not approved for use with the public.

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™

For agent use only. Not approved for use with the public.

The Balanced Allocation Strategy®

An intuitive design utilizing a100% Participation in a Predetermined

blend

100%Participation

In theBalanced AllocationStrategy

For agent use only. Not approved for use with the public.

The “S&P 500®” Index Allocation

The Declared Rate AllocationApplicable ChargeInterest

Earnings

Patent Issued

For agent use only. Not approved for use with the public.

For agent use only. Not approved for use with the public.

For agent use only. Not approved for use with the public.

For agent use only. Not approved for use with the public.

For agent use only. Not approved for use with the public.

For agent use only. Not approved for use with the public.

For agent use only. Not approved for use with the public.

For agent use only. Not approved for use with the public.

For agent use only. Not approved for use with the general public

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