Stonewood proposal software enables you to analyze, compare and strengthen the savings strategies you're delivering to clients.
Your Stonewood Membership gives you unlimited access to our client reports, including our most popular modules:
Tax Burden Analysis Software | Taxes are the biggest retirement risk your clients aren't considering. Now, you can project your client's tax burden in retirement, and show the savings of tax-free conversions.
Income & Wealth Analysis Software | Evaluate the amount of retirement income your client's current approach will generate in various market scenarios, and compare it to a complete approach that incorporates IUL.
Cost Analysis Software | Calculate the true cost of your client's IUL policy and compare it to the cost of other approaches.
Ready to put the software in action?
