Nurture Clients,
One Book at a Time
Turn cold leads into warm conversations with books designed to reinforce the strategies you recommend. Educate, build trust, and drive quicker decisions.
- More than 80,000 copies sold
- Trusted by hundreds of the industry’s top advisors
Free Advisor Guide
8 Ways to Turn a Book Into a Lead-Generation Machine
Download 8 Ways to Drive Leads with Books and discover how advisors can use books to warm up cold prospects, create more meaningful follow-up, boost event conversions, and open stronger retirement planning conversations
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See Why Hundreds of Advisors Rely
on Stonewood Books to
Drive Business
The Road Less Taxed
Want to outsmart Washington and take control of your retirement? This book teaches you how to protect yourself (and your retirement assets) from tax and legislative change. Learn how to reduce your retirement tax bill, position your assets, and achieve the retirement you deserve, no matter what happens in Washington.
The Road Less Taxed has quickly become the industry's most informative and effective book on building a tax-free retirement plan that works - regardless of who’s in office.
The No-Compromise Plan
Ready to overcome the compromises in your IRA and live a more secure retirement? Market conditions and increasing lifespans have left many savers with uncomfortable savings decisions. This book shows you how to leverage life insurance for an innovative, analysis-based approach that overcomes your IRA’s three biggest compromises.
The New Holistic Retirement
Identify the emerging risk American savers face, and learn how to overcome them with long-game thinking. If you're concerned about the success of your retirement approach in today's economy, this book can help you protect and position your retirement assets for long-term success, no matter what future market and tax conditions may be.
The New Rules of Retirement Saving
Discover the risks no one is telling you about-and how you can fix them. Today’s savers are operating under an outdated set of rules. This book offers a new set of rules, designed for today’s workers, today’s market, and today’s tax code. Learn how to overcome the three biggest risks you’ll face while you save for your future.
Get the Books Your Way
Customized Books
$1,299. Foreword attributed to you. Your name, photo, bio on the cover. Includes your first 50 copies.
CUSTOMIZE NOW
How Elite Advisors Use
Our Books
-
Dinner seminars Reinforce your presentation and increase appointments booked.
- Email funnels Nurture your leads to drive engagement and tax education.
- Social media Lead capture to request a copy.
- Podcast, TV & Radio Powerful CTA for inbound phone calls and clicks.
- Client Meetings Open the tax conversation with annuity and AUM clients
Books That Do More
Than Educate
Stonewood books are designed with one goal in mind:
Help prospects understand the problem, trust your approach, and take the next step.
Written by retirement tax experts, these books simplify complex strategies into clear, engaging narratives that clients can read, revisit, and share.
Easy to Read.
Hard to Put Down
Written to be read in under 90 minutes, making them accessible, engaging, and actionable.
Clear &
Conversational
No industry jargon. Just simple stories that make complex topics easy to understand.
Built to Create
Demand for Your Advice
Each book highlights the importance of working with a qualified advisor like you.
Designed to Lead
to Action
Every narrative builds toward action — readers are ready to meet with you to implement these strategies.
Books for Every Way You Market
Customize Your Book
Establish yourself as a thought-leader and open up a world of prospecting opportunities. Stonewood's Custom Book Program helps you align yourself with today's most powerful (and persuasive) retirement savings narratives.
Stonewood's Book Customization Package includes:
- Your name on the cover as author of the pre-written foreword.
- Your photo and bio on the back cover.
- Your contact information in the book.
Package includes 50 copies of your customized book. Additional copies of your custom books may be ordered at standard or bulk pricing.
Digital Book Subscription
Get unlimited access to a password-protected digital version of any of these books. Digital books are a powerful marketing tool for lead capture across social media, webinars, email marketing, and more.
The program includes:
- 30-day access license, renewing every 30 days
- Start and stop access any time you want
- Can be used with our standard OR customized books
Cost: $150 for one book
Order in Bulk and Save
Giving out books at your seminar? Mailing them to prospects? Using them in annual reviews to increase wallet share from your clients? If you're making books an important part of your lead-gen efforts, buy them in bulk and save.
Bulk orders are available at the discounted rate of $14.99 a book + shipping.
- Buy The Road Less Taxed in bulk
- Buy The New Rules of Retirement Saving in bulk
- Buy The No-Compromise Retirement Plan in bulk
- Buy The New Holistic Retirement in bulk
Custom Branded Books for Financial Advisors
Give a prospect a retirement book with your name on the cover, and turn a cold lead into a warm conversation. Stonewood’s advisor book program lets you hand clients a proven, ready-to-go book that reinforces the strategies you recommend – without writing a word yourself.
More than 80,000 copies sold, and trusted by hundreds of the industry’s top advisors.
A book builds trust fast
A book does something a brochure or a one-pager cannot. It gives a prospect time and space to understand the problem, learn your approach, and validate your recommendations before they ever sit down across from you. Advisors who hand a prospect a book can walk into the first meeting with trust already built.
The catch is that writing a book is a months-long project most advisors never finish. Stonewood solves that. Our books are already written, already proven with readers, and ready to carry your name as author of the foreword. You get the authority of an authored book without the year of work it usually takes to produce one.
Written by retirement tax experts, these books turn complex strategies into clear, engaging narratives a client can read in an evening, revisit later, and pass along to a friend.
The Books
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The Road Less Taxed : The industry’s most effective book on building a tax-free retirement plan that works regardless of who is in office. It teaches readers how to help protect their retirement assets from tax and legislative change, reduce their retirement tax bill, and position their assets for the retirement they want.
-
The No-Compromise Plan : For savers ready to address the compromises in their IRA. Market conditions and longer lifespans have left many savers with uncomfortable decisions. This book shows an analysis-based approach that uses life insurance to help overcome an IRA’s three biggest compromises.
-
The New Holistic Retirement : Identifies the emerging risks American savers face and shows how to address them with long-game thinking. For clients concerned about their approach in today’s economy, it lays out how to help protect and position retirement assets for the long term, whatever future market and tax conditions may bring.
-
The New Rules of Retirement Saving : Today’s savers are working from an outdated set of rules. This book offers a new set, designed for today’s workers, today’s market, and today’s tax code, and walks readers through the three biggest risks they may face while saving for the future.
Get the books your way
Stonewood’s advisor book program offers four retirement books written by tax experts, available three ways: bulk orders at $14.99 per book, a digital subscription at $150 per book for 30-day access, and a custom-branded edition at $1,299 that puts your name, photo, and bio on the book as author of the foreword and includes your first 50 copies.
Bulk orders
Wholesale pricing at $14.99 per book plus shipping. Ideal if you are handing books out at a seminar, mailing them to prospects, or using them in annual reviews to add value with existing clients.
Digital subscription
Unlimited access to a password-protected digital version of any book for $150, on a 30-day license you can start and stop anytime. A strong fit for lead capture across social media, webinars, and email. Works with the standard or customized books.
Customized books
For $1,299, get a book with your name on the cover as author of the pre-written foreword, your photo and bio on the back cover, and your contact information inside. The package includes your first 50 copies, with additional copies available at standard or bulk pricing.
How elite advisors use the books
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Dinner seminars. Reinforce your presentation and increase the appointments you book.
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Email funnels. Nurture leads and drive engagement with tax education.
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Social media. Use a book offer as a lead-capture hook to request a copy.
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Podcast, TV, and radio. A clear call to action for inbound calls and clicks.
We’re not an IMO. That’s the point.
Stonewood delivers proven sales and marketing tools to advisors ready to grow. We are not an IMO. That independence means our marketing tools can be used to enhance the ways you currently market – no matter who you work with. The authority is yours, the leads are yours, and the book is built to support your recommendations
A note on the books
Stonewood’s books are educational marketing materials for advisor use. We are not CPAs, and the books do not provide tax, investment or legal advice for any specific reader. Strategy discussions are general and educational, and a reader’s specific tax or legal decisions should run through their own qualified tax or legal professional. When using a customized book, confirm that the content and your added information meet your firm’s compliance and disclosure requirements.
Frequently asked questions
Yes. The custom-branded edition puts your name on the cover as author of the pre-written foreword, with your photo and bio on the back cover and your contact information inside. The customization package is $1,299 and includes your first 50 copies.
Four titles written by retirement tax experts: The Road Less Taxed, The No-Compromise Plan, The New Holistic Retirement, and The New Rules of Retirement Saving. Each turns a complex retirement tax topic into a clear, engaging read.
Three ways. Bulk orders at $14.99 per book plus shipping, a digital subscription at $150 per book on a 30-day license, and the custom-branded edition at $1,299 with your first 50 copies included.
Advisors use them at dinner seminars, in email funnels, as a social media lead-capture offer, as a call to action on podcasts, TV, and radio, and in client meetings to open the tax conversation with annuity and AUM clients.
It is unlimited access to a password-protected digital version of any book for $150, on a 30-day license you can start and stop anytime. It works with the standard or customized books and is built for lead capture across social, webinars, and email.
No, though discounts are available to Stonewood Members. The books can be ordered through Stonewood directly, and they pair naturally with Stonewood’s marketing toolkits and software.