Build & Nurture Your Marketing List
Is your prospect's Retirement Tax Bill too big? Help them find out with this custom landing page, tax calculator and marketing toolkit.
RTB builds your marketing list with the industry's top-converting tax story.
Retirement Tax Bill leverages your prospects’ tax concerns to grow your marketing list. Your custom lead-capture page attracts new prospects, nurtures existing leads, and puts appointments on your calendar. See why advisors are leveraging RTB in their seminars, email funnels, social media marketing and more.
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The 5 Retirement Tax Surprises Your Prospects Won't See Coming
Download 5 Ways Taxes Can Rise in Retirement and uncover the often-overlooked tax risks that can reduce retirement income. It's a simple, powerful resource for starting more meaningful tax conversations with prospects and clients.
Get Your Free Copy
What You Get
Retirement Tax Bill gives you a unique landing page and tax calculator, customized with your practice branding. When prospects complete the tax calculator, you get that lead and contact information, pipped into your CRM. Your RTB page is customizable, embeddable, and ready to help you drive leads now.
What Your Prospects Get
With a few quick inputs (age, IRA balance, tax rate), your prospects get their own tax report showing potential taxes paid and potential taxes saved in a tax-free approach with you. Your prospect can schedule a call from the landing page or from the automated email.
What's Included in the Retirement Tax Bill Program
RTB is the industry’s easiest program to implement fast.
Your Branded Landing Page
A custom retirementtaxbill.com page with your name, branding, and contact information.
Tax Analysis Calculator
Quick calculation of potential taxes paid in the saver’s IRA and the tax savings they can achieve working with you.
Emailed Tax Report
Prospects receive an email from your firm with their custom analysis and a meeting request.
Marketing Materials & Funnels
Email copy, social media graphics, and funnel sequences to share your RTB page with prospective clients
Training & Coaching
Implementation guide with insights on putting your RTB page to use across your marketing plan. 1:1 coaching to help customize RTB for your practice's needs.
Top Advisors are Leveraging Retirement Tax Bill to…
| Build Their List | Gather contact information from cold leads to grow your marketing list |
| Nurture Their Leads | Engage existing prospects to drive more tax-focused appointments |
| Increase Wallet Share | Uncover new planning opportunities with existing AUM and annuity clients |
WHY RETIREMENT TAX BILL WORKS
Concerns over taxes in retirement is a proven entry point for advisor connection. Studies show many pre-retirees underestimate their projected retirement tax bill, and the gap between perception and reality is exactly what RTB exposes. When a prospect sees a real number, the conversation shifts from ‘maybe I should talk to someone’ to ‘I need to connect with this advisor now.’
Retirement Tax Bill: For All the Ways You Like to Prospect
Top advisors are using Retirement Tax Bill across their marketing strategies:
- In email funnels and drip campaigns
- In seminar and webinar follow-up
- As podcast, radio and TV calls-to-action
- In client referral outreach
- On social media and messaging platforms
- As website lead capture for tax-interested clients
Activate Your RTB Page
Access RTB through your Stonewood Membership:
Annuity
- 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
Premium+
- 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
See Retirement Tax Bill in Action
Spend 30 minutes with one of our specialists. We'll walk through the landing page, marketing materials, and customization options - plus show you how to get your RTB page ready for use before the call ends.
Frequently Asked Questions
RTB is branded to you. Your prospects see your name, your phone number, and your branding. Your page can be accessed at a standard URL, a vanity URL, or embedded on your website. Stonewood’s name doesn’t appear on the prospect-facing page.
Yes. RTB is an effective conversion tool for your lead-gen efforts. You can drive traffic to your page through social media posts, email lists, paid ads, client referrals, or seminar attendees.
Setup takes less than 15 minutes. Our team is here to guide you through the process.
Yes. Your RTB page can be embedded into your website, and can be tracked using UTM tags.
Yes, your RTB data can be passed to your CRM through Zapier integrations built into the tool.
No. The calculation engine is standardized so the analysis stays accurate and defensible. You customize the page branding, the follow-up messaging, and the offer.
The tool honors CAN-SPAM, GDPR, and state privacy requests. You or your admin can delete a lead’s data from your advisor dashboard. Stonewood doesn’t use prospect data for any purpose other than running the tool for your advisor account.