Stonewood Financial

Powerful Programs. Powerful Results. 

Powering Top Rocky Mountain Advisors to Success

Looking for a program to grow your IUL sales - and transform your practice? Stonewood Financial delivers industry-leading programs that take you from "nice to meet you," to "nice doing business with you." With Stonewood Membership, you'll access:

  • Training + Coaching |  The industry's best learning to drive sales and differentiate your practice
  • Prospecting + Marketing | New ways to attract leads - and increase wallet-share from existing clients
  • Analysis + Reports | Client report software to analyze taxes, income and wealth

Learn about our programs below.



Aimed at savers of all ages, including Baby Boomers, Premium is our most comprehensive program. It delivers live and virtual IUL Masters Training, one-on-one coaching, powerful client software, and multiple marketing programs. Premium includes all Select resources. 

Rocky Mountain Insurance producers can access Premium Membership for $2,500 $2,200 a year with the referral code RMIPREM.

Learn More About Premium



Aimed at today's active savers in their 30s, 40s and 50s, Select will help you market IUL as a 401(k) alternative. With Select, you'll access the IUL Select Academy Course, Select Client Software, and the New Rules prospect-to-close marketing program.

Rocky Mountain Insurance producers can access the IUL Select Academy Course for $599 $299 and Select Membership for $99 $79 a month with referral code RMISEL.

Learn More About Select

"My life production has skyrocketed, and it's all thanks to these Stonewood reports. I am closing more business than ever."
“I follow a lot of experts in the field. But I can say without hesitation: I am getting the most practical, hands on knowledge for my appointments from Stonewood. And my life production numbers show it!”
“Thanks for the coaching yesterday. Afterwards, I rethought how to approach the meeting, and the client ended up being wowed. He’s converting $50k a year for the next 5 years. This is my biggest case EVER.”
“Honestly, after this training, I feel like my life production goal of $400k this year is too low. I plan to do a lot more business in the months ahead. This is the most optimistic I’ve felt in ages!”


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