Have you signed up for Stonewood's new Retirement Tax Bill program? Advisors like you are using it to prospect and close business – all by allowing savers to understand the tax bill they face in retirement.

Remember David Letterman's Top 10 Lists? Today's blog post is a throwback to the glory days of the Late Show.

We're excited to share... The Top 10 Ways to Grow Your Practice with Stonewood's Retirement Tax Bill  | List Builder & Generator.

You may already know Stonewood's Retirement Tax Bill  | List Builder & Generator can be incorporated into your existing marketing strategies, or used to develop new ones. Now, we're giving you a check-list of the top 10 ways advisors like you are using RTB to grow their practice and boost their marketing strategy. Want to learn more? Schedule a demo here.

One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with Stonewood tools. Stonewood introduced our new Retirement Tax Bill List Builder & Lead Generator this spring, and since then I've heard from advisor after advisor having great success with the program. 

RTB (as we call it for short) helps advisors like you acquire new leads, nurture their existing contacts, and close more business. Here at Stonewood, we love sharing success, so check out a few advisor  stories below.  Then, click here to schedule a demo and discover how RTB can help grow your practice. 

Our recent Innovate IUL conference brought the industry's brightest minds to Louisville, Kentucky, for two days of transformational learning.

We enjoyed hosting a sold-out crowd - while our city was still buzzing after a historic Derby race the week prior. Innovate's new two-day format allowed our team to connect with advisors on a deeper level and spend more time discussing new ways to market your practice, level-up your sales goals and close more business. 

You asked, we answered. For several years, advisors like you have been asking us to create a lead generation tool built off Stonewood's tax messaging and reports. And now, that tool is ready to power your practice growth.

We've combined our top-converting retirement tax message with the tax analysis software our members know and love. Introducing: our brand new Retirement Tax Bill | List Builder & Lead Generator.

How it works:

The RTB tool lets your prospects see their potential tax bill in retirement - and connect with YOU to help them lower that bill. You can learn all about the program and run your own Retirement Tax Bill report here.

The new Reitrement Tax Bill program can help achieve your prospecting goals:

• Build Your List  |  Grow your marketing list through lead-capture and opt-in  opportunities 
• Nurture Your Leads  |  Generate prospect engagement with your content 
• Convert Your Prospects  |  Leverage the tax message to motivate prospects to book appointments

As we wrap up the year here at Stonewood, we're celebrating our members' triumphs and looking ahead to a successful 2022. Below, you'll find a collection of success stories and testimonials we've received throughout the year from members like you, along with links to the top resources they used to achieve their success. As you plan for the year ahead, we hope reading through our members' success stories will inspire you to hit the ground running in 2022.

In November, advisors from across the country gathered to learn at Stonewood's inaugural Innovate IUL conference in Louisville, Kentucky. After a year of pausing our in-person training, it was energizing to see so many of our members face-to-face again.

Every news item out of Washington seems to include details of a new or expanded tax. And generally, American savers have come to expect rising taxes in the years ahead. At your next seminar or workshop, ask the audience how many people think taxes are going up in the future; nearly everyone will raise their hands.

As financial professionals, we work hard to limit our clients’ exposure to risk in retirement.   

We've had an incredible response to our newest book - from advisors and clients alike. So why did we write it? And what do each of us authors love most about the book?

Watch to find out - then request a complimentary copy of The New Holistic Retirement and start sharing today's most powerful saving story with your clients. (You can learn more about the book benefits that come with Stonewood Membership here.)