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Minimize Taxes.
Maximize Legacy.
Leverage Life & Annuity Benefits.
Your clients have legacy funds just sitting in their IRAs. Deliver a better approach.
This simple, powerful software helps you increase the after-tax value of your client’s legacy -
leveraging the benefits of life insurance and annuities.
The result? Lower taxes. Bigger legacies. Stronger plans.
See the Software in Action
Increase After-Tax Wealth
Our software analyzes the Tax Savings & Legacy Enhancement of converting qualified legacy funds into tax-free life insurance.
Multiple Strategy Structures
Next, our software generates three strategy structures to meet client needs - some leveraging FIAs to drive even higher legacy values.
Powerful Client Conversations
Our simple, powerful report drives effective client conversations - and shows your clients why they need YOUR expertise.
Experience the Legacy Done Right software. Schedule a demo
Access our complete suite of tools for just $329 / a month.
Legacy Done Right is the latest Estate Planning tool from the team at Stonewood Financial.
It joins our suite of income and tax analysis software, lead generation programs, and marketing tools - all aimed at helping advisors like you dramatically grow their practices.