Stonewood Financial

Partnering with Trained Advisor to Power Advisors to Success

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

  • Prospecting + Marketing | Turn-key tools for group events, digital marketing and client meetings
  • Analysis + Reports | Client report software to analyze taxes, income and wealth across financial strategies
  • Training + Coaching | Access to the industry's top sales messaging and training events
 Learn more about our programs below.


Trained Advisor Logo - 2023 (1875 × 465)

IUL Tools

Learn More about IUL Tools

Looking to incorporate IUL into your practice, or expand your life production this year? Our IUL Tools deliver targeted tools to position IUL as a savings vehicle - to active savers and Baby Boomers alike. Client analysis software, marketing programs, and comprehensive training are all part of IUL Tools membership.

Trained Advisor users can access IUL Tools membership for $2,500 $2,200 a year with referral code TAIULTOOLS.

Sign Up Now | IUL Tools
Premium & Premium + Logos - (500 × 200 px) - 07-22 (7)
For advisors who are serious about growing their practices with the complete tax-free story, Premium+ delivers Roth and IUL tools to transform your business. Access all of Stonewood's client software,  marketing programs, and training - PLUS the Retirement Tax Bill list builder + lead generator tool.
Coming Soon to Premium+:
Legislative Risk Toolkit, FIA+IUL Optimizer, AG 49-A Survival Kit, Estate Tax Toolkit.

Trained Advisor users can access Premium+ membership for $3,500 $3,200 a year with referral code TRAINEDADVISORPP.

Sign Up

Roth Tools

Learn More about Roth Tools

Looking to take the Roth conversion story to the next level? Our Roth Tools deliver list building and lead generation tools, marketing resources, and client analysis reports to help you attract prospects and convert them into clients. These customized, turn-key tools are perfect to drive growth for your practice.

Coming Soon to Roth Tools:
Legislative Risk Toolkit

Trained Advisor users can access Roth Tools membership for $2,500 $2,200 a year with referral code TAROTHTOOLS

Sign Up | Annuity Membership
"My 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 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!”


We're here to help.

Connect with Stonewood
Schedule a Demo