Stonewood Financial

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?