Day 1
Get immediate access
Join Stonewood and immediately get access to the complete suite of software and client tools.
The Growth Engine For Independent Financial Advisors
Client-facing software, lead generation tools, and training programs designed for independent financial advisors who want to close more business, grow faster, and stop losing prospects to competitors.
Close More Business with Stonewood Reports
Easy to run. Easy to present. Pick the report that fits your next client conversation and we'll send a sample to your inbox immediately.
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Roth Done Right
Tax & IRMAA Analysis
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Annuity Alpha
FIA vs. Managed Account
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Legacy Done Right
Life Insurance Analysis
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Total Tax Burden
Retirement Tax Snapshot
Real insights
Practical strategies
Easy to present.
How Stonewood Drives Success
for Independent Advisors
Software
Quick, powerful client analysis for Roth, Life & Annuity Strategies
Over 114,000 reports run - See why
Lead Gen
Seminars, Books, Calculators and more - for all the ways you market
Powering 600+ of the country’s top independent advisors
Training
Conferences, courses and 1:1 coaching that give your practice the edge
Where elite advisors come to learn
Trusted by the Carriers and IMOs
You Work With
We're Not an IMO.
That's the Point.
No commission share, no conflicts. We build tools you use with any carrier through any IMO, on your terms.
LEARN HOW IT WORKSWhat Stonewood Does
- Delivers client-facing software and tools
- Zero commission involvement
- Works with your favorite carriers and IMOs
- Partners with your IMO to grow your practice
What an IMO Does
- Partners with Stonewood to grow your practice
- Distributes carrier products
- Shares in commissions
- Competes with other IMOs for your business
As seen at
Client IRA Value: $800,000
Time to Run Report: 60 seconds
Outcome: $142,000 in taxes saved
A 58-year-old prospect had done a good job saving. But he wasn't aware of the tax risk lurking in his IRA. The advisor ran our Total Tax Burden report - no tax return needed - and within 60 seconds generated an analysis showing $142,000 of tax savings with an alternate approach.
The result? A new client, new funds to manage, and new revenue for the practice.
What Advisors Say
Your first 30 days with Stonewood
From day one to client results.
From immediate access to real client conversations, we’ll help you put the Stonewood platform to work from day one.
Days 1–3
Complete onboarding
Schedule a personalized walkthrough. We’ll show you around the site, share how advisors are using our software, and help you customize our tools to your practice.
Week 1
Make it your own
Customize your reports with your logo, calendar link, contact details, and other brand elements. Stonewood membership covers your entire team, so we’ll get everyone an account.
Week 2
Run a real case
Schedule coaching with the Stonewood team. Bring a prospect, client situation, or opportunity, and we will help you run the appropriate reports and prepare for the conversation.
Weeks 2–3
Put RTB to work
Put your Retirement Tax Bill lead calculator work. We’ll help you incorporate this customized lead nurture tool across the channels you already rely on, including your website, podcasts, seminar closes, email outreach, and more.
Week 4
Solidify your process
Finalize the incorporation of Stonewood reports into your client meeting process, solving tax risk, income risk, legacy risk and more for your clients. Watch leads turn into meetings and meetings turn into satisfied clients.
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IMO & Carrier Partnerships
Help your agents and advisors increase knowledge, confidence - and production. Seat-based, referral and white-label partnerships available.
Pick Your Membership
Every tier includes licenses for your entire team.
IUL Membership
$229/mo*
or $2,200/year SAVE 20%
- Total Tax Burden Software
- Marketing Toolkit: Benefits of IUL
- Marketing Toolkit: Rising Tax Risk
- Life Training Resources
*Monthly pricing includes a one-time set-up fee of $329
MOST POPULAR
Premium+ Membership
$329/mo*
or $3,200/year SAVE 20%
- Roth Done Right Software
- Legacy Done Right Software
- Annuity Alpha Software
- Total Tax Burden Software
- Retirement Tax Bill Lead Gen
- All Marketing Toolkits
- All Training Libraries & Resources
- Access to Stonewood's complete suite of tools & software
*Monthly pricing includes a one-time set-up fee of $329
Annuity Membership
$229/mo*
or $2,200/year SAVE 20%
- Annuity Alpha Software
- Retirement Tax Bill Lead Gen
- Marketing Toolkit: Annuities
- Annuity Training Resources
*Monthly pricing includes a one-time set-up fee of $329
Ready to Have Your Best Year Ever?
Schedule a demo and see how Stonewood advisors
close more business within the first 30 days.
