Stonewood Financial Blog

Here’s the Recipe for Making 2025 Your Practice’s Best Year Ever.

When I founded Stonewood Financial over 20 years ago, I had no idea the industry force it would become. At the time, we...

An Actuary’s Take on the New DOL’s Fiduciary Rule

Last month, the U.S. Department of Labor finalized the much-discussed Fiduciary Rule for retirement plans. The new...

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...