Our recent Innovate IUL conference brought the industry’s brightest minds to Louisville, Kentucky, for two days of transformational learning.
We enjoyed hosting a sold-out crowd – while our city was still buzzing after a historic Derby race the week prior. Innovate’s new two-day format allowed our team to connect with advisors on a deeper level and spend more time discussing new ways to market your practice, level-up your sales goals and close more business.
Martin Ruby, Becky Ruby Swansburg and Neil Wilding take the stage at Innovate.
Alec Stout (VP of Member Success), kicked off the first day of our conference by welcoming our sold-out crowd and setting the stage for two days of powerful training.
Our in-house actuary, Martin Ruby, walked advisors through maximizing IUL’s value for clients — and how to deliver on its five powerful benefits. On day two, Marty also shared how to make the most of today’s IUL products, and gave an insider’s update on the state of our industry.
Throughout our two-day conference, Neil Wilding equipped our attendees with fresh sales ideas and actionable ways to overcome objections in the client meeting process.
Becky Ruby Swansburg paved the path for advisors to differentiate their practices with the taxes, and delivered a legislative update on the latest from Washington – and how it could impact American savers. Becky also previewed our new lead genereation tool, the Retirement Tax Bill | List Builder & Lead Generator. Whether you’re building your list or nurturing leads, RTB is 2022’s most powerful way to prospect — and it’s exclusive to Stonewood Members.
We couldn’t have asked for better partners to present this conference – a big thank you to White Glove and LeadJig + Acquire Direct for sponsoring Innovate IUL and sharing the latest top-converting sales tools and marketing programs for 2022 with our attendees.
Day one of our conference was capped off with a happy hour cocktail reception, sponsored by LeadJig + Acquire Direct. This new addition to our agenda provided Innovate attendees with space to unwind after a day of training, network with their peers, and try some local Kentucky fare — mini Hot Browns paired with an Old Fashioned.
At Stonewood, our goal is to make 2022 our advisors’ best year ever. Connecting with our members in-person at Innovate is one of our team’s favorite ways to accomplish this goal.
Have a success story of your own to share? We love hearing how you incorporate what you’ve learned into your practice. Reach out to our team by emailing support@stonewoodfinancial.com.
Miss our latest Innovate IUL training conference? Registration is now open for our next training in September. Click to registerbefore this one sells out, too!
Free Study Group Replay
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.
