"I can do better in the market." That objection kills more annuity sales than anything else. Annuity Alpha answers it with data. Deliver a side-by-side comparison of FIA income vs. brokerage account returns. Real scenarios. Real insights. Real decisions - fast.
Overcome your client’s #1 annuity objection - with clear, persuasive data. Enter client age, asset amount, and income needs, and in under 2 minutes you have a client-facing analysis.
Advisors tell us Annuity Alpha is the industry’s “Ken Fisher killer.” It clearly overcomes the #1 objection inhibiting annuity sales. Show your clients - in real dollars and cents - the value of an FIA versus what the market can deliver.
Every feature, every visualization, every data point is built to move prospects from objection to agreement. The result? Client confidence in their FIA strategy, and higher close rates on annuity conversations.
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.
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.
$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.
$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.
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.
Recommending an FIA to your prospect? Accompany every illustration with an Annuity Alpha report and stop objections before they start.
Reinforce the decisions your clients have made during your annual reviews. Annuity Alpha will show them the value of their FIA and the income they can generate.
Hosting income seminars? Annuity Alpha makes a powerful call to action. Differentiate yourself from advisors in your market with this next-level income analysis.
Every tier includes licenses for your entire team.
*Monthly pricing includes a one-time set-up fee of $329
*Monthly pricing includes a one-time set-up fee of $329
*Monthly pricing includes a one-time set-up fee of $329
Yes. Annuity Alpha can work with FIA illustration from any of today’s top carriers.
Yes. You can use Annuity Alpha reports with FIA illustrations showing both level and increasing income.
Yes. Your client’s Annuity Alpha report can be kept as a record of analysis and the decision-making process.
