Register Now


Get ready for three days of compelling, captivating training from Stonewood's team of experts.

Prospecting That Converts


Learn how to position IUL in your marketing and prospecting. We'll teach you how to attract new clients, and increase wallet share from your existing book of business.


Crafting Client Strategies


Discover the step-by-step process for creating tax-efficient retirement income strategies for your clients. Learn how to deliver more income and lower taxes - and see the reports that back it up.


Understanding IUL


Understand the mechanics of IUL - from policy loans and bonuses to product structure and death benefit options. We'll teach you how to highlight IUL's value - and overcome client objections.

agenda Highlights

Ready to learn? Here are the highlights.
IUL Sales Stories Why IUL... And Why IUL Now The most powerful, persuasive IUL stories for today's market
Retirement Income Planning Evaluating Tax, Income & Risk for Your Clients Using the new tax law to grow your practice
Understanding IUL How IUL Works (and Why It Works for Your Clients) The nuts and bolts of IUL, from policy loans to case design
Closing Business Overcoming Objections Answers to the most common objections you encounter
Prospecting Prospecting with IUL Attracting new clients with a new approach
Get Started Putting Ideas to Action Translating today's learning into tomorrow's business success

Register Now

       IUL Masters Academy Dates: March 8, 9 & 10, 2021         Cost: $599 | Complimentary with Membership
Register Now

what Advisors SAy about Our Training

Powerful. Transformational. And Deeply Educational.
This training opened my eyes to the potential of IUL - and how it can boost my annuity and AUM production as well. My business is growing across the board, and the only change I've made is incorporating the tax-free IUL story into my practice. This training taught me how.
Marry D., Atlanta, GA
$700K in New Target Since Attending
I consider myself to be an IUL expert, but this training showed me how much I still had to learn. I have more confidence, better ideas, and a stronger sales process thanks to the training I received from Stonewood. I rank it the top business choice I made last year.
Mason R., Chicago, IL
Top IUL Producer
Hands down the best training I have ever attended. When I got back to the office, I went to work incorporating IUL into every income plan I create. I required every advisor in my office to do the same. We've seen our business boom.
John M., Nashville
$100M Annuity Producer

COnference Location

This IUL Masters Training will be hosted online.  


We process registrations in the order they are received. 
Download Agenda
Conference Details
Stonewood Membership