EsureAnnuity.com™ is a privately owned website published by IQ Wealth Management, an accredited member of the Better Business Burueau with an A + rating.

Owner and founder Steve Jurich is a Certified Income Specialist™ who has been counseling retirees since 1994. Mr. Jurich is a popular radio host and author of the retirement book, Smart is the New Rich. He is also a contributing writer to Steve Forbes’ book, Successonomics, an Amazon best seller. He is considered a leading authority on all forms of annuities, including immediate annuities and fixed index annuities (often referred to as “hybrid” or “new generation”).

Steve is a member in good standing of the Financial Planning Association (FPA) and can be heard daily on Money Radio at am1510, fm 99.3, and at MoneyRadio.com.

Steve and his company specialize in helping financially successful people who want to preserve their assets and remain financially successful. Working with Steve may be a perfect for you if you:

• Are retired or nearing retirement
• Live in/around Phoenix, Mesa, Scottsdale, Chandler, Gilbert, Glendale, and Scottsdale, Arizona
• Have $250,000-$3M in investable assets, including 401K, 403B, 457, or IRA
• Want to reduce risk and fees in your investments, while locking in a permanent income they can’t outlive
• Want to maintain a sense of control over your cash flow
• Want to grow your money, with less overall risk
• Prefer working with a low-key, experience advisor who is an expert in IRA rollovers, income planning and estate planning

In founding EsureAnnuity.com, Steve’s mission was – and still is – to help retirees achieve their financial and lifestyle goals with less complication and risk. The company’s many satisfied clients include retired engineers, teachers, managers, technicians, and business owners who want to:

• Secure their retirement nest eggs and growing their income
• Provide guaranteed income for life, without annuitizing and losing control
• Protect their heirs
• Maintain liquid access to their money
• Decrease the amount of taxes they pay, where-ever and whenever possible
• Lower the overall cost

Additionally, Mr. Jurich has built his practice around the following three core principles:

1. Honesty: No over-the-top sale pitches… just the facts. Period.
2. Transparency: No hidden fees. No fine print without clear and easy to understand explanations. No mumbo-jumbo.
3. Integrity: The company’s fiduciary duty is to their clients, not to a bank manager or a broker dealer.

Mr. Jurich uses a unique process to monitor over 2,700 annuities, giving his clients a critical advantage not found with most agents. Because there can be as much as a 20% difference in payouts among the top carriers, clients may realize a difference of thousands of dollars of income annually—potentially hundreds of thousands over time.

As a leader in the field, the company keeps watch on emerging industry trends, and maintains an educational library from trusted sources such as The Wharton School of Business, MIT, Mass Mutual, and Ernst and Young. More importantly, the company maintains relationships with the nation’s leading insurers and will only work with respected insurance companies that have achieved more than 100 years of financial strength and stability.

As the editor-in-chief of EsureAnnuity.com™ , and host of Money Radio’s MASTERING MONEY broadcast (heard daily from 8am to 9am), Mr. Jurich also generously – and openly – educates his followers on the types of annuity options available; the pros and cons of each; and how to ensure that his clients are choosing the right annuity for their age, risk tolerance, and planning goals.

Want more income using fewer dollars? Why not give us a call today at 480.902.3333. We’re here to guide you every step of the way.

Steve Jurich, founder of EsureAnnuity.com™ appeared with Steve Forbes at a well publicized financial event in 2013. Mr. Forbes appeared recently in 2015 as a guest on Mastering Money, Steve’s financial talk show heard Monday through Friday on Money Radio, sponsored by IQ Wealth Management.

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