What Drove Advisor Success in 2023… And What’s Hot for 2024?

What Drove Advisor Success in 2023… And What’s Hot for 2024?

Here at Stonewood, our passion is helping growth-minded advisors have their best year ever. 

So as we wind down 2023, we’re sharing the top 3 Stonewood tools advisors like you used to drive practice growth. This is one case where following the crowd will pay off.



Stonewood’s Top 3 for 2023

#1 | Building a New Market for FIAs | Annuity Alpha

“The Annuity Alpha report sells itself. After designing a case with the Stonewood team, I was able to close a $575,000 annuity.”  - Phil, Texas


Annuities were a hot product in 2023. But, Stonewood members were able to leverage them into new markets and new assets. How? By showing their ability to drive ALPHA for clients. 

Yes, Alpha. Stonewood’s Annuity Alpha report answers the age-old question: "What would capital markets need to deliver to match what this annuity contract can guarantee for my client?" It helps advisors enhance the value an FIA delivers as part of a complete retirement approach. 

What’s more, in today’s regulatory environment, advisors leveraged Annuity Alpha to ensure FIAs met their clients’ needs and goals. 

See Annuity Alpha in Action.



#2 | Generating Leads from Tax Risk | Retirement Tax Bill

“We are doing great with the Retirement Tax Bill lead generation tool. We get one to two leads a day. The cases are anywhere from 200,000 to 1.5 million. It really works!”  - Bobby, Florida


Stonewood’s Retirement Tax Bill lead gen program was introduced in 2022, but exploded in popularity and results in 2023. Advisors used this combination of custom landing pages, tax analysis software, and lead funnels to attract high-net-worth prospects - and convert them to clients. 

RTB (as we like to call it) shows prospects the true size of their tax bill in retirement - and then shows them how much money they can save by handling the IRS now. If you’re looking to generate high-quality, high-net-worth leads, this is the program for you. 

See Retirement Tax Bill in Action.



#3 | Learning New Sales Ideas and Messages | The Innovate Conference

"I've been in the business for a while now, but Stonewood’s Innovate Training Conference allowed me to put everything into practice more effectively, and successfully navigate questions and objections from the client.  What I learned immediately led to a 10-Pay IUL with $50,000 target premium.”  - Kevin, Florida


In 2023, advisors once again ranked Innovate as the most effective training conference of the year. 

In 2024, we’re making it bigger and better than ever. February 29-March 1 is Innovate | Summit, a holistic conference for advisors looking to boost annuity, life, and AUM production. We’re enhancing the agenda to bring you industry-leading content on emerging retirement risks, like legislative changes in Washington, today's tax and economic environment, lifespan concerns, and more.

See the full agenda and register here.


And there you have it. The top 3 growth drivers for 2023. 

We’re excited to see what 2024 brings. One area of success taking off in the final weeks of the year is our Automated Webinar program… so watch this space for more details on growing your practice with automated leads in 2024. There will be others, too, we’re sure. Because if there’s one guarantee at Stonewood, it’s that we’re always innovating to drive your practice’s success. 

Thanks to the nearly 600 advisor offices, dozens of IMOs, scores of carriers, and marketing partners who trusted Stonewood tools to deliver results this year. And cheers to the new year!