Minimize Taxes. Maximize Legacy.

If your clients have legacy funds saved in an IRA or 401(k), Stonewood's Legacy Done Right report will show them how to increase their tax-free legacy with Life Insurance. 

Three structure options give you the flexibility to leverage Annuities into the conversion process, driving higher legacy values for your client and their heirs. 

With the Legacy Done Right software, you can deliver a deep analysis of after-tax legacy; overcome common conversion objections; and show your clients why they need to leverage YOUR unique expertise to maximize their legacy.

Legacy Done Right is the latest client conversion software from the experts 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.