Some training events just fill in the gaps. Others shift your entire approach.
Next week, you’ll have the opportunity to dramatically transform your practice and how you serve your clients. And it won’t cost you a penny.
Stonewood Financial’s Innovate Virtual Summit is our most advanced Tax & Roth Conversion training of the year. Given the ongoing activity in Washington regarding the TCJA and other tax reforms, your clients deserve the most current information and strategies.
If you haven’t claimed your seat yet, be sure to register today. We’re nearing capacity, and registration closes Monday, June 2.
For our loyal blog followers, you can choose “Referral – Stonewood” at checkout, and we’ll waive the registration fee. (And don’t worry if you can’t make all three sessions – we’ll send recordings to all registrants.)
Now, there’s nothing standing between you and the best tax training of the year.
So what’s on tap?
This three-day virtual experience is built to sharpen your tax message, elevate your Roth conversion strategies, and equip you with the tools to finish 2025 strong. If you’re working with clients concerned about taxes, uncertain about legislative shifts, or simply looking to bring more clarity to complex planning conversations, this event was tailored for you.
Agenda Highlights
Over three compact and impactful virtual sessions, we’ll cover:
How to frame today’s tax and legislative environment to help clients make informed retirement decisions
Advanced Roth conversion strategy, including optimization, tax drift, IRMAA, and legacy planning
Practical ways to integrate insurance, annuities, and investment tools into one cohesive, client-facing approach
The top-converting lead generation approaches using webinars, LinkedIn, and more
Real-world success stories from advisors – and how to replicate them in your practice
Each session is designed to deliver actionable insights you can use immediately in your practice.
If you’ve attended a Stonewood Financial event before, you know what to expect: clear messaging, repeatable frameworks, and zero fluff. If you haven’t attended, this is the perfect place to start.
Why should you register now? The advisors who grow during times of uncertainty are the ones who lean in, not sit back. They sharpen their message, fine-tune their process, and walk into every meeting with something powerful to say.
Innovate Virtual Summit will equip you with the tools, language, and strategies to do exactly that.
But here’s the thing. You’ve got to be in the virtual room to get it.
How Stonewood Advisors Stay Ahead of the Next Planning Conversation.
Watch a recent Stonewood Study Group focused on the legacy planning conversation. You’ll see how Stonewood helps advisors break down timely planning topics, client conversation angles, and practical strategies you can put to use immediately.
Expert insights. Real strategies.
Study Group Replay
Timely planning topics
Real client conversation angles
Practical strategies you can use
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 in new business revenue.
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.
