Stonewood Financial Blog

Marketing to High-Net-Worth Individuals: Strategies for Success

Marketing to High-Net-Worth Individuals High-net-worth savers are in high demand among growth-minded advisors. Who...

The Ultimate Guide to Content Marketing for Financial Advisors

Let’s talk about content marketing. If you’re a growth-minded advisor, content marketing is key. In fact, it might...

Lead Gen for Financial Advisors: Next-Level Strategies to Attract Prospective Clients

Do you have all the clients you could ever want or need? Of course not. Chances are, as an advisor, you split your time...

Building Your Brand: Effective Financial Advisors Marketing Tips

Building Your Brand When it comes to financial advisor marketing, “branding” use to mean a good practice name, a nice...

Tax & Legislative Risk: What's the Difference?

Tax Risk. Legislative Risk. What the heck is the difference? As things stay hot in Washington, I’m getting asked this...

RTB In Action: $15M in New Business

Have you signed up for Stonewood's new Retirement Tax Bill program? Advisors like you are using it to prospect and...

10 Smart Ways to Put RTB to Work

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

RTB In Action: Success Stories from our Advisors

One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with...

Innovate IUL | May 2022

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

It's here! Transform your practice with RTB.

You asked, we answered. For several years, advisors like you have been asking us to create a lead generation tool built...

From our Members: What Made 2021 a Success

As we wrap up the year here at Stonewood, we're celebrating our members' triumphs and looking ahead to a successful...

Innovate IUL Recap

In November, advisors from across the country gathered to learn at Stonewood's inaugural Innovate IUL conference in...

Taxes are going up. Now what?

Every news item out of Washington seems to include details of a new or expanded tax. And generally, American savers...

The Growing Need for Savers to Understand “Legislative Risk”

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

What Our Authors Love Most About "The New Holistic Retirement"

We've had an incredible response to our newest book - from advisors and clients alike. So why did we write it? And what...

An Actuary’s Take: COVID-19’s Economic Impact

It doesn’t take an actuary to know today’s market is in a volatile tumble. The social distancing protocol of the...

Did the WSJ miss the difference between IUL and UL?

Today's IUL is very different - in design and use - from many of the UL products of the past. But a recent Wall Street...

Your Client’s Hidden Debt

I’m sure you run across clients who are true followers of Dave Ramsey. These clients are committed to getting debt-free...

How The New Tax Law Can Transform your Practice

In December, Congress passed a bill that could transform your practice in 2018 and beyond. I’m talking, of course,...

Are IUL Illustration Rates Too High?

There’s been a lot of chatter lately (particularly from whole life producers) about the effectiveness of AG 49. Most of...

The (Surprisingly) Low-Cost IUL Policy

We bet it’s the most common objection you hear: IUL is an expensive way to save. You’ll hear it from prospects who did...

The Great American Savings Myth

Nearly all Americans believe a myth. Every time savers look at their IRAs, they take part in the Great American Savings...

The Truth About Advisor Compensation

We all agree financial professionals should get paid for their work. But our industry is torn over how we get paid....