Insights

Specialized Product Focus Shurwest Financial specializes in fixed indexed annuities and indexed universal life insurance, presenting opportunities to target advisors and clients seeking innovative, customizable retirement income solutions that differentiate from traditional products.

Proprietary Solutions As a member of Annexus, Shurwest offers patented, proprietary products with unique features, making it a compelling partner for financial advisors looking to enhance their product offerings and stand out in the retirement planning market.

Comprehensive Marketing Support The company provides extensive marketing and branding resources, including digital marketing, social media, and collateral design, enabling sales teams to effectively increase advisor engagement and client acquisition.

Advisory Network Growth Targeting independent financial advisors, RIAs, and insurance agents across the U.S., Shurwest’s growth strategies present opportunities to expand into new markets by offering tailored marketing services and innovative income strategies.

Market Position & Revenue With revenue estimated between 50 to 100 million dollars and a boutique, hands-on operational approach, Shurwest is positioned as a niche provider that can be leveraged to grow partnerships with mid-sized advisory firms seeking specialized retirement products.

Shurwest Financial Tech Stack

Shurwest Financial uses 8 technology products and services including jQuery, Lightbox, OWL Carousel, and more. Explore Shurwest Financial's tech stack below.

  • jQuery
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • WP Engine
    Platform As A Service
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • prettyPhoto
    Web Tools And Plugins

Media & News

Shurwest Financial's Email Address Formats

Shurwest Financial uses at least 1 format(s):
Shurwest Financial Email FormatsExamplePercentage
FLast@shurwest.comJDoe@shurwest.com
57%
FirstLast@shurwest.comJohnDoe@shurwest.com
33%
FirLast@shurwest.comJohDoe@shurwest.com
5%
First.Last@shurwest.comJohn.Doe@shurwest.com
5%

Frequently Asked Questions

Where is Shurwest Financial's headquarters located?

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Shurwest Financial's main headquarters is located at 17550 North Perimeter Drive, Suite 300. The company has employees across 2 continents, including North AmericaEurope.

What is Shurwest Financial's phone number?

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You can contact Shurwest Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Shurwest Financial's official website and social media links?

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Shurwest Financial's official website is shurwest.com and has social profiles on LinkedIn.

What is Shurwest Financial's NAICS code?

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Shurwest Financial's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Shurwest Financial have currently?

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As of December 2025, Shurwest Financial has approximately 60 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: J. M.Chief Financial Officer: J. A.Chief Financial Officer: M. L.. Explore Shurwest Financial's employee directory with LeadIQ.

What industry does Shurwest Financial belong to?

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Shurwest Financial operates in the Insurance industry.

What technology does Shurwest Financial use?

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Shurwest Financial's tech stack includes jQueryLightboxOWL CarouselWP EngineYoast SEOBootstrapGoogle AnalyticsprettyPhoto.

What is Shurwest Financial's email format?

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Shurwest Financial's email format typically follows the pattern of FLast@shurwest.com. Find more Shurwest Financial email formats with LeadIQ.

Shurwest Financial

InsuranceArizona, United States51-200 Employees

Our mission: With transparency and accountability we empower our advisors by delivering industry-leading, consumer-focused retirement income strategies while providing cutting-edge education, marketing and practice management support.

Specializing in fixed indexed annuities (FIAs) and indexed universal life (IUL), we partner with financial advisors, RIAs, registered reps and insurance-licensed agents across the U.S. As a proud member of Annexus, Shurwest offers proprietary, patented solutions with features and benefits that are distinctly different from the traditional annuity product lines offered by other annuity insurance companies. In addition, we provide a complete suite of advisor marketing resources as an independent marketing organization with a proven track record.

Headquartered in Scottsdale, Arizona, Shurwest is proud to be a boutique operation that provides a hands-on approach to helping our financial advisors build their businesses with innovative marketing services. Our six income-planning strategies cater to the retirement needs of a wide range of annuity prospects.

Shurwest’s marketing team offers our advisors branding strategy to improve their professional image, marketing and collateral material design and production, video marketing, social media management and website design. Gain a team of marketing professionals to boost your brand, communication and lead generation efforts when you choose Shurwest. Call now to learn how to grow your production.

Section iconCompany Overview

Headquarters
17550 North Perimeter Drive, Suite 300
Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Shurwest Financial's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Shurwest Financial's revenue is estimated to be in the range of $50M$100M

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