Stonewood Financial

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.

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. 

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.