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Steve Jurich


I can answer questions in depth on annuities--including all four types--immediate, fixed, fixed index, and variable. I can also answer in detail "what is a hybrid annuity?" What is "overfunded life" insurance and when does it make sense? What is the difference between "bank on yourself" and index universal life insurance? What are the advantages and disadvantages of annuity income riders? How do riders on annuities work, and are they worth it? How do I keep from disinheriting my heirs? I answer questions like these on two weekly radio shows in the Phoenix area.

Experience in the area

I have been advising in life insurance and annuities since 1996, after a decade as an accomplished real estate broker and investor. My background includes stocks, bonds, real estate, life insurance, gold, and annuities. I have made more than 500 radio appearances in Los Angeles and Phoenix. I have co-authored a book with Brian Tracy, "The Ultimate Success Guide", and personally authored "Smart Is The New Rich", available now on Amazon.


Certified Income Specialist, conferred through the Institute of Business and Finance. Business Title: Manager, IQ Wealth Management, a Registered Investment Advisor. Licenses held: Securities (Series 65, 63), Insurance (life and health), and real estate (broker.)

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