Stonewood Financial Blog

Tax & Legislative Risk: What's the Difference?

Tax Risk. Legislative Risk. What the heck is the difference? As things stay hot in Washington, I’m getting asked this...

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...

10 Smart Ways to Put RTB to Work

Remember David Letterman's Top 10 Lists? Today's blog post is a throwback to the glory days of the Late Show. We're...

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...

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.