Powerful Tools for Growth-Minded Advisors

SPECIAL ACCESS FOR ADVISORS WITH

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Stonewood Financial

Ready to take your practice to new heights? Stonewood's suite of client-facing toolkits, sales story reports and industry-leading training will take you there. Discover the tools Midland National agents rely on to transform their practices.


  See our membership packages below or schedule a call.

Software & Reports

Build better retirement plans by analyzing your clients' taxes, income, and legacy potential. 

Marketing & Lead Gen

Cut through the noise with marketing programs and lead generation that converts.

Training & Coaching

Rise above the competition with the industry's top training, coaching, and events.

Choose Your Package

Use Midland National Partner Code MIDSWD to secure subsidized pricing below.
  • $85 Monthly
    (after Midland subsidy)
  • $999 Annually
    (after Midland subsidy)
  • IUL Membership

  • Buy Now
  • WHAT YOU GET:
  • Total Tax Burden Software
  • Income Comparision Software
  • Estate Analysis Software
  • Benefits of IUL Toolkit
  • Rising Tax Risk Toolkit
  • Buy Now
  • *One-time set-up fee of $329 is waived through Midland subsidy.
  • $170 Monthly
    (after Midland subsidy)
  • $1,999 Annually
    (after Midland subsidy)
  • Premium+ Membership, Stonewood's most popular membership level.

  • Buy Now
  • WHAT YOU GET:
  • ALL Tax Analysis Software
  • ALL IUL & Annuity Software
  • ALL IUL & Annuity Toolkits
  • ALL Lead Gen Programs
  • Exclusive FIA + IUL Software
  • Buy Now
  • *One-time set-up fee of $329 is waived through Midland subsidy.
  • $85 Monthly
    (after Midland subsidy)
  • $999 Annually
    (after Midland subsidy)
  • Premium & Premium + Logos - (500 × 200 px) - 07.22 (11)

  • Coming Soon!
  • WHAT YOU GET:
  • Annuity Alpha Software
  • Tax Bill Lead Generator
  • Legislative Risk Toolkit
  • Rising Tax Risk Toolkit
  • Estate Planning Toolkit
  • Coming Soon!
  • *One-time set-up fee of $329 is waived through Midland subsidy.

Request a Sample. Get Your Questions Answered.

The Stonewood team is here to help you have your practice's best year ever.

 

All Packages Include

Licenses for Your Entire Team

Everyone can access our software, marketing tools, and training resources.

Complimentary Ticket to Innovate

Attend one of our industry-leading training conference for free each year.

1:1 Coaching and Case Assistance

Get help marketing, presenting and targeting new business with live coaching.

On-Demand Learning & Training

Access our library of training videos for new sales and practice improvement ideas.

For advisor use only. Not for use in a sales situation. 

Midland National® Life Insurance Company

DISCLOSURE:  

Agents are ultimately responsible for the use or implementation of any concepts shared and should be aware of the compliance requirements of any broker-dealer or Registered Investment Advisor with which they may be affiliated., the insurance carrier they represent, federal regulations and state insurance regulations. Midland National and Stonewood Financial are not affiliated.

The opinions and ideas expressed by the individuals providing testimonials are their own. The testimonials are not indicative of future performance or success and may not be representative of the experience of other agents.  Agents were not compensated for their testimonial in this material.

Stonewood Financial is an independent company offering its software solutions to contracted Midland National agents.

Neither Midland National nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements.

Indexed Universal Life products are not an investment in the “market” or in the applicable index and are subject to all policy fees and charges normally associated with most universal life insurance. 

Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including Midland National® Life Insurance Company. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, Midland National Life Insurance Company.

1617MW-4 FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. 2-23