See Stonewood In Action
Most advisors who schedule a demo become a member on the spot. Don’t put growth on hold - discover how our tools can help your practice achieve its best year ever.
What You'll See
Roth Done Right
Analyze taxes & IRMAA. Model income and legacy conversions. Leverage life and annuity strategies. All in 2 minutes.
Annuity Alpha
Show the growth needed in a managed account to match the guaranteed income in an FIA. Overcome the #1 annuity objection.
Retirement Tax Bill
A powerful tax calculator that lets your prospects see their Retirement Tax Bill - and lets you build and nurture your marketing list.
See the
Software Live
Watch exactly how top advisors run client-ready reports in minutes. We’ll walk through real scenarios like Roth conversions, annuities, and legacy planning.
Get a Sample
Client Report
We can run a live report using your client scenario so you see exactly how our software turns client conversations into client decisions.
Explore Lead
Generation Tools
See how advisors are using our books, seminars, and calculators to attract high-intent prospects consistently.
Get Your Questions
Answered
We're here to help your practice achieve its best year ever. So ask away. We'll make sure all your questions are answered.
Reports Generated
Marketing Resources Downloaded
Advisors Trained
Common Questions
Yes. Every report shows your firm name, contact information, and logo. Custom disclosures can all be added to keep everything compliant with your licensure.
Yes. Unlike some software, your Stonewood membership provides access for your entire team. No need to buy separate licenses for each person. When you sign up, we’ll make sure your key team members are trained and ready to go.
Ready to get started? We’re ready to help. Schedule your 1:1 onboarding when sign up - and you're running reports immediately.
Yes. Our software is designed to be compliant with the industry’s leading carriers, including Allianz, Symetra, Midland, North American, Pacific Life, Nationwide and many more.
Talk to our team. We solve for custom use cases and large-scale access.