Skip to content

Legislative Risk Toolkit

New Tools for the 2024 Election

New Resources for November - and Beyond

The election is almost here, and it could have a BIG impact on your clients and their retirement assets.

Below are NEW resources you can use to educate your clients on Legislative Risk and help them make informed decisions to protect their retirement assets from the risk of rising taxes and government over-regulation. 

Client Election Memo

Do your clients understand how decisions in Washington could impact their retirement assets? In this new memo, Stonewood CEO Becky Swansburg outlines the near-term and long-term impacts of the election - and why savers need an advisor like you to address them. Use this memo in your prospecting, lead gen, and client meeting process. 
 
Blue New Leg Risk Memo Top 3
Blue State of the Union Top 3 (2)

Seminar / Webinar Modules

In addition to our full seminar and webinar presentations, we've developed three new modules you can incorporate into your group marketing presentations. These modules represent some of our most popular and best-converting narratives around tax and legislative risk. Download them below:

New Client Videos

You asked, and we delivered. At our trainings, we often hear advisors say, "I wish my clients could hear this!" So we've clipped key messages from a recent training you can use on social media, in email campaigns, and more. Download these videos: 
Blue State of the Union Top 3 (1)
ContactGraphic_0721

Need Help? Schedule Coaching here.

Ready to incorporate these Election Resources into your practice? Stonewood is here to help!

Click the button below to schedule a call with our Member Success team.