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Annexus Aviva Balanced Allocation Annuity

Date post: 20-Jun-2015
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Description:
A brief description of the Balanced Allocation Annuity, Shurwest Financial Group, and The Annexus Group.
19
For agent use only. Not approved for use with the public.
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Page 1: Annexus Aviva Balanced Allocation Annuity

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

Page 2: Annexus Aviva Balanced Allocation Annuity

Shurwest Financial Group

RON SHURTSPresident

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

Page 3: Annexus Aviva Balanced Allocation Annuity

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

Created from theproducer’s perspective

Founded in 1984

Page 4: Annexus Aviva Balanced Allocation Annuity

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

Page 5: Annexus Aviva Balanced Allocation Annuity

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

Page 6: Annexus Aviva Balanced Allocation Annuity

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

The Architect: Richard Kado

Page 7: Annexus Aviva Balanced Allocation Annuity

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

ADVISOR

ADVISOR CLIENT

CLIENT

CLIENTS

CLIENTS

Shurwest Financial Group

Page 8: Annexus Aviva Balanced Allocation Annuity

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

Page 9: Annexus Aviva Balanced Allocation Annuity

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.

Page 10: Annexus Aviva Balanced Allocation Annuity

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

Page 11: Annexus Aviva Balanced Allocation Annuity

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

Page 12: Annexus Aviva Balanced Allocation Annuity

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

Page 13: Annexus Aviva Balanced Allocation Annuity

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

Page 14: Annexus Aviva Balanced Allocation Annuity

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

Page 15: Annexus Aviva Balanced Allocation Annuity

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

Page 16: Annexus Aviva Balanced Allocation Annuity

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

Page 17: Annexus Aviva Balanced Allocation Annuity

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

Page 18: Annexus Aviva Balanced Allocation Annuity

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

Page 19: Annexus Aviva Balanced Allocation Annuity

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

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