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for Growth-Minded Advisors
Build better retirement plans by analyzing your clients' taxes, income, and legacy potential.
Cut through the noise with marketing programs and lead generation that converts.
Rise above the competition with the industry's top training, coaching, and events.
Trusted Across the Industry
Powering Growth-Minded Advisors
Stonewood reports let you evaluate taxes, income, and legacy potential between retirement strategies. See How
Join us at the next Innovate Conference, the industry's leading event on taxes in retirement. Register Now
From seminars and emails to handouts and videos, Stonewood gives you the tools to educate and convert. Check Them Out
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Using FIAs to Drive Alpha. (Yes, you read that right: ALPHA)
At some point, most of us have run a client’s annuity illustration and thought:
I wonder what the capital markets would have to deliver to match what this annuity contract guarantees.
I know I’ve thought about it. I’ve even built out a spreadsheet or two to estimate it.