Recent Articles
Practice Transformation,
Financial Advisor Marketing Tools,
Advisor Training,
Annuity Alpha,
Roth Done Right
Even as the summer sunshine fades, one strategy keeps its glow: Showing clients the value of an income annuity.
June brings sunshine, heat, vacations, and celebrating the end of school and the beginning of summer (feel free to...
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Practice Transformation,
Retirement Tax Bill,
Financial Advisor Marketing Tools,
Advisor Training,
Annuity Alpha,
Roth Done Right
What makes a client take action? It’s not just trust—it’s trust based on understanding.
When you and your clients think about annuities, what comes to mind?
Here at Stonewood, our passion is helping growth-minded advisors have their best year ever. So as we wind down 2023,...
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At some point, most of us have run a client’s annuity illustration and thought: I wonder what the capital markets would...