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Powerful Tools for Growth-Minded Advisors

SPECIAL ACCESS FOR ADVISORS WITH
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Stonewood Financial

Ready to take your practice to new heights? Stonewood's suite of client-facing toolkits, sales story reports and industry-leading training will take you there. Discover the tools AE advisors rely on to transform their practices.


  See our membership packages below or schedule a call.

Software & Reports

Build better retirement plans by analyzing your clients' taxes, income, and legacy potential. 

Marketing & Lead Gen

Cut through the noise with marketing programs and lead generation that converts.

Training & Coaching

Rise above the competition with the industry's top training, coaching, and events.

Choose Your Package

Use AE Partner Code AESWD to secure pricing below.
  • $199 monthly*
  • $2,200 annually

  • IUL Membership

  • Buy Now
  • WHAT YOU GET:
  • Benefits of IUL Toolkit
  • Rising Tax Risk Toolkit
  • Total Tax Burden Software
  • Income Comparison Software
  • Legacy Comparison Software
  • Buy Now
  • *Monthly pricing includes a one-time set-up fee of $299
  • $199 monthly*
  • $2,200 annually

  • Annuity Membership

     

  • Buy Now
  • WHAT YOU GET:
  • Legislative Risk Toolkit
  • Rising Tax Risk Toolkit
  • Tax Bill Lead Generator
  • Annuity Income Software
  • Roth Conversion Software
  • Buy Now
  • *Monthly pricing includes a one-time set-up fee of $299
  • $299 monthly*
  • $3,200 annually

  • Premium+ Membership, Stonewood's most popular membership level.

  • Buy Now
  • WHAT YOU GET:
  • ALL IUL & Annuity Toolkits
  • ALL Lead Gen Programs
  • ALL IUL Software
  • ALL Annuity Software
  • Exclusive FIA + IUL Software
  • Buy Now
  • *Monthly pricing includes a one-time set-up fee of $299

Request a Sample. Get Your Questions Answered.

The Stonewood team is here to help you have your practice's best year ever.

 

All Packages Include

Licenses for Your Entire Team

Everyone can access our software, marketing tools, and training resources.

Complimentary Ticket to Innovate

Attend one of our industry-leading training conference for free each year.

1:1 Coaching and Case Assistance

Get help marketing, presenting and targeting new business with live coaching.

On-Demand Learning & Training

Access our library of training videos for new sales and practice improvement ideas.

For advisor use only. Not for use in a sales situation. 

Please understand that this material has NOT been complied to applicable regulatory standards as interpreted in good faith by Advisors Excel, LLC. Producers are ultimately responsible for the use or implementation of any concepts shared and should be aware of the compliance requirements of any broker-dealer or Registered Investment Adviser with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance regulations