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Stonewood Financial's

Legislative Risk Toolkit

Washington can have a BIG impact on your client's retirement. Are they prepared?

Growing your practice with the 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 to do about it.
 
This toolkit, available in Stonewood's Premium+ Membership package, includes resources for every point of the sales process.  Discover what's included below.
 
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What's Included in the Toolkit?

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. 

Stonewood State of the Union Updates deliver fast, succinct summaries of new developments and what they mean for retirement savings. When news happens, watch your inbox for:

  • Special webinars
  • Fact sheets and talking points
  • Newsletter content
  • Consumer-facing videos
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Group Marketing Tools

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. You'll recieve the presentation, speaker's notes, and training video.

 

Client Videos

Access ready-to-share consumer videos that can educate your clients and prospects on Leiglsative Risk. These videos are great for social media, newsletters, email campaigns and your website. You'll access videos on:
 
  • Tax and Legislative Risk
  • Framing the Debate in Washington
  • Understanding Ways Taxes Can Rise
  • Four Questions to Ask your Financial Advisor
  • The Elections and Your Retirement
  • What is Legislative Risk and Can it Really Happen?
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Client Handouts

Tell the Legislative Risk story through brochures, white papers, and other client handouts.
 
These powerful tools can be used 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 Campaigns

Download done-for-you email campaigns to use with cold leads, warm prospect lists, client communication and referrals. 

You'll find email content for multiple touch points, focused around the Rising Tax Risk message.

Emails can also link into other Stonewood lead-generating tools like books, tax analysis reports,  white papers, videos and more.

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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 resources - and how to use them as you educate your prospects and serve your clients.

Use these links to build out your own Legislative Risk content - from tax code props and data anlysis to government charts and think-tank analysis.

Social Media Content

Download these social media graphics 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 Stonewood's Retirement Tax Bill calculator.

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New to Stonewood?

Learn more about Stonewood's complete suite of prospecting tools, client reports and marketing resources. 

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Current  Member?

Upgrade to Premium+ Membership and get immediate access to the Toolkit and other Premium+ resources.