Could an FIA help your client drive ALPHA?
You read that right - alpha.
Stonewood's Annuity Alpha software can help you position Fixed Indexed Annuities (FIAs) as a driver of alpha in your client's overall portfolio.
Our exclusive Annuity Alpha software evaluates the growth needed in a brokerage account to meet income generated from an FIA.
Best of all? The software works with all FIA structures utilizing Lifetime Income Benefit Riders.
Complete the form to the right and we'll create an Annuity Alpha report for a client of your choice.
Annuity Alpha is the latest client conversion tool from the experts at Stonewood Financial. It joins our suite of income and tax analysis software, lead generation programs, and marketing tools - all aimed at helping advisors like you dramatically grow their practices.