Stonewood Financial Blog

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...

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...

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...

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 (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....