Lead Generation Delivering High-Value Clients
Stonewood gives you proven marketing and lead generation tools that help you dominate your market.
Books that motivate your clients to act. Webinars that generate appointments. Landing pages that build your lists. Content that converts in your email funnels.
Powerful Tools to Fuel Your Marketing.
Stonewood marketing is built around one idea:
Educated prospects convert better.
Instead of chasing leads, gove your prospects something of value. Stonewood marketing tools help your leads show up interested, informed and ready to talk.
Powerful Tools to Fuel Your Marketing
List Building Tools
- Branded landing page with built-in tax calculator.
- Generates custom report to engage prospects immediately.
- Prospects enter data → they see insights → you get the lead.
- Designed to convert traffic into real conversations.
Group Marketing Content
- The industry’s top-converting narratives – professionally designed and compliance reviewed.
- Topics include taxes, Roth strategies, and income & legacy planning.
- Download presentations, speaker notes and training videos immediately.
- Use proven content that already converts
Books
- Educate prospects with easy-to-read, hard-to-put-down books – available in print and digital format.
- Every book drives readers to meet with you as tax-efficient retirement advisor.
- Customize the books for added authority - you can author the foreword.
- The quickest path to “yes” in your first meetings.
Toolkits
- Brochures, white papers, consumer videos and more.
- All arranged around today’s top-converting topics: taxes, legislative risk, estate planning and more.
- Content can be customized for your practice.
- Fuel your marketing efforts with coordinated content.
How Advisors Use Stonewood Tools to Grow
| Dinner Seminars & Workshops | Powerful, professional presentations - with built-in CTAs that drive appointments. |
| Email Campaigns | Lead-nurture tools - from tax calculators and book offers to consumer videos and client guides. |
| Social Media | Resources to power your lead-capture and social media strategies. |
| Podcast, TV & Radio | Tools to drive phone calls and appointments on the topics that convert best: taxes in retirement, IRMAA, estate planning and more. |
| Thought Leadership | Use our materials to make your mark. Customization options available for books, brochures, client guides and more. |
Tools Built for Independent Advisors Who Want to Grow
- Attract & close high-intent prospects.
- Drive education instead of product pitches.
- Content for seminars, podcasts, emails, and pipelines.
- Build trust before the first meeting.
Advisor Toolkits
Pre-Built Toolkits That Drive Conversations
More than a collection of marketing resources, our toolkits are coordinated, client-ready narratives built around today’s biggest retirement concerns. Download, brand and share with your prospects.
Explore Advisor Toolkits
Tax & Legislative Risk Toolkits
Help clients uncover their hidden retirement tax bill
Taxes are one of the biggest and least understood risks in retirement. These toolkits help you uncover your client’s tax exposure and show what they can do to address it.
Includes seminars, videos, brochures, strategy and email content.
Legacy Planning & Life Insurance Toolkits
Maximize the value of your client’s legacy assets
Widow’s penalty. 10-year tax trap. New legislation from Washington. All can impact income and legacy assets - and these toolkits will help you uncover this risk and show your prospects a clear path to address it with life insurance.
Includes seminars, videos, brochures, strategy and email content.
Uncover your Prospect’s Retirement Tax Bill
Leverage your prospects' tax concerns to grow your marketing list. RTB delivers a customized tax calculator landing page to attract new prospects and warm leads on your list.
How are advisors using the Retirement Tax Bill calculator?
1. Seminar engagement
2. Email marketing
3. Podcast, TV and Radio CTA
4. Referral campaigns
5. Lead funnels
6. And more
Seminar Presentations that Drive Appointments
Stonewood gives you ready-to-use seminar content built around proven topics that engage high-quality prospects. Professionally designed, compliance reviewed, and ready to use.
Rising Tax Risk in Retirement
Turn your prospect’s tax concerns into a compelling reason to act. A strong CTA-driven presentation that converts interest into appointments.
Washington’s Impact on Your Retirement
Connect real-world policy changes to your prospects’ retirement assets. This non-political presentation helps prospects understand why planning matters now.
Maximizing Your Legacy
Dive into the changes that could impact legacy assets - now and in the years to come. Designed to create urgency and structured next steps.
Consumer Books
Books Designed to Turn Cold Leads into Warm Conversations
Stonewood books are one of the most powerful ways to establish authority with prospects.
They educate savers on the key strategies you recommend in your practice, building credibility, and positioning you as the advisor who understands today’s most important risks.
How Advisors Use These Books
- Hand them out at seminars
- Use them in client meetings
- Send them in follow-ups
- Use them as lead magnets in email and social campaigns
Why They Work
- Easy to read, hard to put down
- Education-first approach
- Strong CTA to meet with an advisor like you
- Reinforces your recommendations
Everything Included in One Membership
Your Stonewood Premium+ Membership gives you full access to the entire marketing catalogue.
- Retirement Tax Bill Lead Generator
- Seminar presentation library
- Marketing Toolkits
- Books at wholesale prices
- Client handouts, videos, email content and more
- Campaign-ready marketing assets
One membership. Full access. Entire team covered.
Why Independent Advisors Choose Stonewood
- Works with ANY carrier and IMO.
- Zero commission involvement.
- Done-for-you marketing content.
- Software that’s easy to run and powerful to present.
See why the industry’s top advisors value Stonewood Membership.
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