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.

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How Stonewood Drives Success
for Independent Advisors

Software

Quick, powerful client analysis for Roth, Life & Annuity Strategies

  • Roth Conversion
  • Legacy Maximization
  • Tax Analysis
  • Annuity Income

Over 114,000 reports run - See why

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Lead Gen

Seminars, Books, Calculators and more - for all the ways you market.

  • Books
  • Seminars
  • Marketing Toolkits
  • Landing Pages

Powering 600+ of the country’s top independent advisors

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Training

Conferences, courses and 1:1 coaching that give your practice the edge

  • Study Groups
  • Live Events
  • Virtual Training
  • Coaching

Where elite advisors come to learn

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Trusted by the Carriers and IMOs
You Work With

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We're Not an IMO.
That's the Point.

No commission share. No product push. No conflicts. We build tools you use with any carrier, through any IMO, on your terms.

LEARN HOW IT WORKS

What 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.

SEE REPORTS IN ACTION

Real Advisors. Real Results.

See how advisors are using Stonewood software to win larger cases and deliver better outcomes for their clients.

An advisor was working with a prospect who was a real "do-it-yourselfer" when it came to Roth conversions. The client was converting assets up their existing tax bracket – and hadn't considered any impact to IRMAA.

With Roth Done Right, the advisor was able to show an alternate pattern that sped up the conversion to 6 years. The new structure offered $30,000 savings in conversion taxes – a 20% reduction on the prospect's conversion tax bill. The report also showed hundreds of thousands of dollars in long-term tax and IRMAA savings from the converted assets – an amount the prospect hadn't been able to quantify on his own.

Outcome

A new client with $1M in new AUM, and a $1M FIA sale to fund the conversion process.

An advisor was working with a prospect who already had assets with Ken Fisher. Fisher's team presented a 5% systematic withdrawal projection, so the advisor needed a stronger way to frame the income conversation.

Using the Annuity Alpha report, the advisor showed how an annuity could deliver over 8% in annual cash flow with lifetime income, plus a long-term care doubler. The contrast was clear enough that the prospect moved forward.

Outcome

$1.5M placed and a $100K commission.

An advisor was working with a 58-year-old couple with an established, well-funded retirement income plan, leaving an additional $3M IRA to build out a legacy for the kids. The couple's existing advisor had no real additional plan for this money, other than to keep it in their managed account and grow that money as much as possible for the kids.

Using the Legacy Done Right report, the advisor showed the need for tax planning on this $3M IRA. According to the advisor, the simple analysis "opened up the wallet" to the Roth conversion story. The advisor then used the blended Roth/Life feature in the report to show a blend of Roth Conversion assets with some Life Insurance to help maximize the client’s legacy.

Outcome

$3M in motion. The advisor picked up a $1.5M FIA sale that will be converted to Roth. And the advisor also sold a 5-Pay Protection focused IUL policy at $225,000 of premium per year.

An advisor group incorporated the Total Tax Burden report into the strategy presentation for all new prospects. They ran the tax snapshot for every new client as part of their first meeting conversation, quantifying the growing tax burden of IRA money – and illustrating the kinds of tax savings possible when working with their firm.

Starting in January of 2023, this simple analysis was presented to every single prospect who walked in the door. The goal was to differentiate their practice and drive overall revenue growth through various Roth conversion strategies.

Outcome

From 2022 to 2025, new annual AUM rose from $5M to $50M. Annual FIA sales rose from $3M to $35M. And annual life premium rose from $50K to $1M.

Books That Open Doors

Four titles. Easy to read, hard to put down.

Bulk Orders

Buy by the case.

$14.99/copy Buy Now

Custom Books

Your name + photo on cover.

$1299 Buy Now

Digital Subscriptions

Unlimited virtual sharing.

$150/mo. Buy Now

IMO & Carrier Partnerships

Help your agents and advisors increase knowledge, confidence - and production. Seat-based, referral and white-label partnerships available.

EXPLORE IMO PARTNERSHIPS

What Advisors Say

Since becoming a Stonewood member, I have achieved great financial success with my business and could not be more grateful.

Phillip

These ideas aren't new to me, but the philosophy and methodology from Stonewood has given me a brand new approach. It's given me a new lease on life in my 25 year career.

Ronald

Last week we closed $150,590 in 1st year premium on 5 different 5 pay IULs. This IUL story has given me the words and the conviction to present 5 pays to my clients.

James

I've closed about 2.5mm in annuities since using your annuity software. The life modules are what I love.

Charlie

We had a goal to have our best 1st quarter ever in revenue, and we did! Stonewood concepts are great at catching attention and your PDFs do a wonderful job illustrating concepts.

David

Since we got the software, we've written 28 pieces of business - nearly every person we've used Stonewood Software on. Currently 795k pending in target premium.

Cory

Roth Done Right has been our missing piece. It's become a strategic part of driving more appointments to our offices through our seminars.

Connie

You guys have been one of the best revelations this year for my practice. I am so grateful I found you.

Teri

The workshop had an immediate positive effect on my business. I brought a new client onboard today for $1.2M in new assets ($730k going to FIA) using nuggets I gained from the workshop. The membership is already paid for!

Chris

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
BUY NOW

*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
BUY NOW

*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
BUY NOW

*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.

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