It's here! Transform your practice with RTB.

Retirement Tax Bill Lead Generator

You asked, we answered. For several years, advisors like you have been asking us to create a lead generation tool built off Stonewood's tax messaging and reports. And now, that tool is ready to power your practice growth.

We've combined our top-converting retirement tax message with the tax analysis software our members know and love. Introducing: our brand new Retirement Tax Bill | List Builder & Lead Generator.


How it works:

The RTB tool lets your prospects see their potential tax bill in retirement - and connect with YOU to help them lower that bill. You can learn all about the program and run your own Retirement Tax Bill report here.

The new Retirement Tax Bill program can help achieve your prospecting goals:11-2

  • Build Your List  |  Grow your marketing list through lead-capture and opt-in  opportunities 
  • Nurture Your Leads  |  Generate prospect engagement with your content 
  • Convert Your Prospects  |  Leverage the tax message to motivate prospects to book appointments

Our goal at Stonewood is to help our advisors have their best year ever. That's why we designed RTB with you in mind — making it easier than ever to generate new leads for your practice. We can't wait for you to put this powerful new tool to work!


  Ready to see it in action? Schedule a demo. Or, run your own retirement tax bill analysis.