Stonewood Financial Blog

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...

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...

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....