Stonewood Financial Blog

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....