Stonewood Financial Blog
Recent Articles
- Neil Wilding
- April 22, 2022
You asked, and we answered. For several years, advisors like you have been asking us to create a lead-generation tool...
- Becky Swansburg
- December 22, 2021
As we wrap up the year here at Stonewood, we're celebrating our members' triumphs and looking ahead to a successful...
- Neil Wilding
- October 26, 2021
Every news item out of Washington seems to include details of a new or expanded tax. And generally, American savers...
- Becky Swansburg
- September 28, 2021
As financial professionals, we work hard to limit our clients’ exposure to risk in retirement.
- Martin Ruby
- February 6, 2020
Today's IUL is very different - in design and use - from many of the UL products of the past. But a recent Wall Street...
- Martin Ruby
- February 6, 2020
I’m sure you run across clients who are true followers of Dave Ramsey. These clients are committed to getting debt-free...
- Martin Ruby
- January 24, 2018
In December, Congress passed a bill that could transform your practice in 2018 and beyond. I’m talking, of course,...
- Martin Ruby
- December 14, 2017
There’s been a lot of chatter lately (particularly from whole life producers) about the effectiveness of AG 49. Most of...
- Neil Wilding
- October 23, 2017
We all agree financial professionals should get paid for their work. But our industry is torn over how we get paid....
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