Powerful Analysis. Powerful Results.
Stonewood reports are designed to make marketing IUL 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 IUL tools that help advisors like you dramatically grow their practices. Learn more about our marketing programs, client reports, and industry-leading training.