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Special Tax Resources

Legislative Risk Toolkit

Explaining Washington's Impact on your Client's Retirement 

Growing your practice with the Tax & Legislative Risk story starts here.

Stonewood's Legislative Risk Toolkit contains everything you need to help your prospects, clients and referrals understand how Washington could impact their retirement approach - and what they do to prevent it.
 
This toolkit includes resources for every point of the sales process, from prospecting to client meetings - and even delivers regular updates on Congressional action - so you can advise your clients on what comes next.
 
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What's Included in Your Toolkit

Take a Tour of Your Toolkit 

 Clients who have saved all or the majority of their retirement assets in tax-deferred vehicles - like 401(k)s and IRAs - are highly exposed to tax and legislative risk. Below are resources to help you educate them on these risks, quantify their Retirement Tax Bills, and show them strategies to overcome tax and legislative risk.

 

Stonewood State of the Union Updates

Congress introduces new tax legislation. The President delivers his State of the Union Address. Economic conditions change the political outlook.

Whenever news comes out of Washington, Stonewood is here to frame it up for you and your clients. 

Our Stonewood State of the Union Webinars deliver fast, succinct summaries of new developments and what they mean for your clients and their retirement savings. 

Watch our latest State of the Union below

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Group Marketing Resources

Tax and Legislative Risk make for powerful, high-converting seminar and webinar content. Stonewood's Protecting Your Retirement from Washington seminar presentation will help you frame the story - and get attendees clamoring for an appointment to evaluate their own risks.

 

Client Videos

Use these videos to educate your clients and prospects on Leiglsative Risk. They're great for social media, newsletters, email campaigns, and your website. Download these videos: 
 
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Client Handouts

Use these powerful client handouts at group marketing events, as lead-capture opportunities, or in your client meeting process. They'll help your clients understand how Washington could impact their retirement - and what to do about it.
 
 

Email Content

Download these pre-written emails to use with cold leads, warm prospects, clients, and referrals. 

You'll find email content for sending books, driving readers to your Retirement Tax Bill page, delivering videos and more.

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Social Media Content

Use these graphics on social media to drive awareness of tax and legislative risk - and drive appointments to your office.

You can use these graphics in conjunction with various calls-to-action, including appointments, landing page downloads, and your Retirement Tax Bill calculator page.

Tax & Policy Resources

Looking to build out your own Legislative Risk content, or want to use key resources as a visual aid for marketing and client meetings? 

We've compiled some of Stonewood's favorite tax and policy links - and how to use them as you educate your prospects and serve your clients.

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Ready to incorporate the Legislative Risk story into your practice? Stonewood is here to help!

Click the button below to schedule a call with our Member Success team.