Stonewood Financial

Have you signed up for Stonewood's new Retirement Tax Bill program? Advisors like you are using it to prospect and close business – all by allowing savers to understand the tax bill they face in retirement.

One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with Stonewood tools. Stonewood introduced our new Retirement Tax Bill List Builder & Lead Generator this spring, and since then I've heard from advisor after advisor having great success with the program. 

RTB (as we call it for short) helps advisors like you acquire new leads, nurture their existing contacts, and close more business. Here at Stonewood, we love sharing success, so check out a few advisor  stories below.  Then, click here to schedule a demo and discover how RTB can help grow your practice. 

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

We enjoyed hosting a sold-out crowd - while our city was still buzzing after a historic Derby race the week prior. Innovate's new two-day format allowed our team to connect with advisors on a deeper level and spend more time discussing new ways to market your practice, level-up your sales goals and close more business. 

In November, advisors from across the country gathered to learn at Stonewood's inaugural Innovate IUL conference in Louisville, Kentucky. After a year of pausing our in-person training, it was energizing to see so many of our members face-to-face again.

We've had an incredible response to our newest book - from advisors and clients alike. So why did we write it? And what do each of us authors love most about the book?

Watch to find out - then request a complimentary copy of The New Holistic Retirement and start sharing today's most powerful saving story with your clients. (You can learn more about the book benefits that come with Stonewood Membership here.)