Stonewood Financial Blog

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

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...