Retirement Tax Summit: Your Recipe for Successrecipe

Taxes are one of today's top-converting topics, as savers look to Washington and our rising federal debt with a weary eye and wonder what's next. Stonewood Members are leveraging these concerns to six-figure success with Stonewood's Retirement Tax Summits. And here's the step-by-step recipe for success:
  • Take one powerful book
  • Add one high-conversion presentation
  • Incorporate proprietary models designed by experts
  • Mix in your prospects and clients
  • Host and see your practice grow
Your Retirement Tax Summit will explore game-changing ideas from either one of Stonewood's industry-changing books on retirement planning: 
  • The No-Compromise Retirement Plan, which tells the tax story through the lense of IUL
  • The New Holistic Retirement, which elevates taxes into the holistic planning story
Ready to get started? Follow the instructions below. You can also watch this video on hosting a Retirement Tax Summit event, or schedule time to speak with us on the specifics of your event.
 
1. Choose Your Event event
What kind of event fits with your practice? 
  • Signature Event: Hosted at a restaurant, conference center, or ballroom, a Signature Event includes a full meal (lunch or dinner) and refreshments. Invitees can include your clients and their guests, along with warm and cold prospects. 
  • Small Group Workshop: Hosted in your office, restaurant, or meeting space, a Small Group Workshop includes a boxed or buffet meal, light refreshments, or a program only. Invitees can include your clients and their guests, along with referral partners and warm prospects.
2. Invite Your Guests
Your guests are invited to an Invitation-Only Retirement Tax Summit or Special Topic Workshop. You can use mail, email or digital marketing to connect with attendees.
  • Stonewood has strategic partnerships with direct mail and digital marketing firms ready to drive attendance. Partners include Acquire Direct/LeadJig, Advisors Platform, Leading Response, Steep Digital, and White Glove. Click here to learn more.
  • Prefer to do it yourself? You can download sample invitation copy here.
3. Hand Out the BookNew Holistic and No Compromise Books
As your guests arrive, you'll give each a copy of either The New Holistic Retirement or The No-Compromise Retirement Plan, which can be ordered from our office at wholesale pricing. The book can also be customized for your office. You can find complete book details here.
 
Wondering if you should customize the book? 
  • Hand out the generic book if you'd like to base your event around ideas from an external industry expert.
  • Customize the book if you'd like to align your practice with the strategy.

4. Deliver the Presentation

Stonewood has developed a proven, compliance-approved presentation to educate attendees on the compromises they're making today - and how to overcome them.

5. Align Yourself with Expertsalgorithym

As a Stonewood Member, you have actuarial expertise on your side. Let your prospects know you have access to proprietary models that evaluate their total tax burden today, and show how to reduce that tax burden going forward.

  • Looking for our Tax Burden Analysis software? Find it here. 

6. Deliver a Strong Call to Action

Book appointments by offering to analyze the total tax burden of each attendee's current retirement strategy. You'll also model alternatives aimed at reducing their tax burden and maximizing their retirement income.

7. Create Custom ReportsIncome_Reports_Sample

With access to Stonewood's client proposal software, you'll be ready for client appointments. Create custom reports that move your prospects to take action - and become clients for life.

 

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