Powerful Book. Powerful Results.

Stonewood's books teach your clients how to evaluate market risk, tax risk, and income risk in their current retirement approach - and what changes could strengthen the success of their strategy.

Request a complimentary copy of one of our books by completing the form to the right.

Not sure which to choose? Read a summary of each below:

• The Road Less Taxed  |  Helping savers approaching retirement understand the importance of tax-aware planning in an uncertain legislative environment.
  
• The No-Compromise Retirement Plan  |  Helping Baby Boomers understand the value of converting a portion of their IRA into tax-free IUL 
• The New Rules of Retirement Saving  |  Helping today's savers understand the power of tax-free IUL
• The New Holistic Retirement  |  A new way to approach holistic retirement planning, aligned with your practice’s goal of serving clients through AUM, annuities, and tax-free IUL.

Stonewood Financial offers prospect-to-close tools that help advisors like you dramatically grow their practices. Learn more about our marketing programs, client reports, and industry-leading training.