The Industry's Leading IUL Marketing System... and More
Ready to transform your practice? Stonewood Financial delivers prospect-to-close IUL programs that take you from "nice to meet you" to "nice doing business with you."
Watch the advisor results we're delivering below, then click here to schedule a demo make them your own.
what can Stonewood deliver for Your practice?
Stonewood delivers targeted IUL Marketing Programs that come with compliance-approved, prospect-to-close support:
- Industry-Leading Books that can be customized for your practice
- Client Seminar Packages: Presentations, Mailers and Workbooks
- Client Handouts, Brochures and more
Tap into The New Rules of Retirement Saving, a 401(k) alternative program for today's active savers, and The No-Compromise Retirement Plan, an IRA Conversion program for Baby Boomers.
Stonewood's proprietary client proposal software completes the sales process, by delivering the ability to:
- Analyze your client's total tax burden in his current savings strategy
- Compare income projections between IUL and other strategies
- Evaluate wealth in various economic scenarios
- Analyze cost and stress test IUL policies
Stonewood Members have access to in-depth onboarding, comprehensive training, and one-on-one coaching.
Your Membership also comes with complimentary access to IUL Masters Academy Training, the industry's leading IUL training conference.