Innovate IUL Recap

Marty Presenting at Innovate IUL

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.

Cesar Mourino, LifeAnswers Financial Group

César Mouriño, Stonewood Member and President of LifeAnswers Financial Group, poses with Stonewood staff members. 


To kick off the day, Alec Stout (VP of Member Services) welcomed our sold-out crowd, and identified key areas of practice development for the audience.

Alec Stout at Innovate

Martin Ruby walked advisors through maximizing IUL's value for clients - and how to deliver on its five powerful benefits. Later in the day, Marty also shared how to make the most of today's IUL products - and overcome client objections.


During her session on marketing, Becky Ruby Swansburg paved the path for advisors to differentiate their practices with taxes, and position IUL in marketing and prospecting. 

To put these strategies in action, advisors also heard from our sponsors White Glove and LeadJig + Acquire Direct on the latest top-converting sales tools and marketing programs for 2021. 


To complement the release of our New Holistic Retirement book and marketing program earlier this year, Neil Wilding broke down how to incorporate Stonewood's New Holistic approach into a powerful (and persuasive) new retirement planning approach for clients. 


To close out the day, Tyler Randall, our National Sales Director, highlighted a few case studies from Stonewood members that have used their membership to transform their practice. 



Miss our first ever Innovate IUL training conference? Registration is now open for our next training on February 25. Click to register before this one sells out, too!