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Powerful Analysis. Powerful Results.

Stonewood reports are designed to make marketing easy and effective. Request your custom client report to:

  • Total Tax Burden Analysis | Analyze the total potential taxes your client may be carrying in his IRA or 401(k)

  • Tax & Income Analysis | Evaluate potential taxes and income if your client stays in her IRA - or converts to IUL

  • Wealth & Legacy Analysis | Show the tax savings of IUL for your client - and the benefit of IUL to his heirs


Stonewood Financial offers prospect-to-close tools that help advisors like you dramatically grow their practices. Learn more about our marketing programs, client reports, and industry-leading training.