Stonewood Financial Blog

Why Smart Savers Need a Book - and an Advisor - for a Truly Holistic Retirement

Today’s savers face numerous risks as they prepare for a successful retirement - from tax and legislative risk to...

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...

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...

Innovate IUL | May 2022

Our recent Innovate IUL conference brought the industry's brightest minds to Louisville, Kentucky, for two days of...

Innovate IUL Recap

In November, advisors from across the country gathered to learn at Stonewood's inaugural Innovate IUL conference in...

What Our Authors Love Most About "The New Holistic Retirement"

We've had an incredible response to our newest book - from advisors and clients alike. So why did we write it? And what...