Stonewood Financial Blog

RTB In Action: $15M in New Business

Have you signed up for Stonewood's new Retirement Tax Bill program? Advisors like you are using it to prospect and...

10 Smart Ways to Put RTB to Work

Remember David Letterman's Top 10 Lists? Today's blog post is a throwback to the glory days of the Late Show. We're...

RTB In Action: Success Stories from our Advisors

One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with...

It's here! Transform your practice with RTB.

You asked, we answered. For several years, advisors like you have been asking us to create a lead generation tool built...

From our Members: What Made 2021 a Success

As we wrap up the year here at Stonewood, we're celebrating our members' triumphs and looking ahead to a successful...

Taxes are going up. Now what?

Every news item out of Washington seems to include details of a new or expanded tax. And generally, American savers...

The Growing Need for Savers to Understand “Legislative Risk”

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

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,...