One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with Stonewood tools. Stonewood introduced our new Retirement Tax Bill List Builder & Lead Generator this spring, and since then I've heard from advisor after advisor having great success with the program. 

RTB (as we call it for short) helps advisors like you acquire new leads, nurture their existing contacts, and close more business. Here at Stonewood, we love sharing success, so check out a few advisor  stories below.  Then, click here to schedule a demo and discover how RTB can help grow your practice. 

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 Reitrement Tax Bill program can help achieve your prospecting goals:

• 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

As we wrap up the year here at Stonewood, we're celebrating our members' triumphs and looking ahead to a successful 2022. Below, you'll find a collection of success stories and testimonials we've received throughout the year from members like you, along with links to the top resources they used to achieve their success. As you plan for the year ahead, we hope reading through our members' success stories will inspire you to hit the ground running in 2022.

Every news item out of Washington seems to include details of a new or expanded tax. And generally, American savers have come to expect rising taxes in the years ahead. At your next seminar or workshop, ask the audience how many people think taxes are going up in the future; nearly everyone will raise their hands.

As financial professionals, we work hard to limit our clients’ exposure to risk in retirement.   

Today's IUL is very different - in design and use - from many of the UL products of the past.

But a recent Wall Street Journal article, "It's the Hottest Thing in Life Insurance. Are Buyers Aware of the Risk?" seems to miss that point altogether.

I’m sure you run across clients who are true followers of Dave Ramsey. These clients are committed to getting debt-free in all aspects of their finances.

But Ramsey and his followers overlook a HUGE debt nearly every American carries: Their debt to Uncle Sam.

In December, Congress passed a bill that could transform your practice in 2018 and beyond.

I’m talking, of course, about the tax bill, the most sweeping overhaul of our nation’s tax code in more than 30 years.

There’s been a lot of chatter lately (particularly from whole life producers) about the effectiveness of AG 49. Most of the talk is centered around the question: Are IUL max illustrated rates still too high?

We all agree financial professionals should get paid for their work. But our industry is torn over how we get paid.

It’s a long-standing question: Is it better consumer value for advisors to be paid through commission on the products they sell, or through fees on the funds they manage?