Day 1
Get immediate access
Join Stonewood and immediately get access to the complete suite of software and client tools.
Simple Pricing.
Real Value.
Ready for Growth?
Get started now. Membership pricing includes licenses for your entire team.
Pick Your Membership
Every tier includes licenses for your entire team.
IUL Membership
$229/mo*
or $2,200/year SAVE 20%
- Total Tax Burden Software
- Marketing Toolkit: Benefits of IUL
- Marketing Toolkit: Rising Tax Risk
- Life Training Resources
*Monthly pricing includes a one-time set-up fee of $329
MOST POPULAR
Premium+ Membership
$329/mo*
or $3,200/year SAVE 20%
- Roth Done Right Software
- Legacy Done Right Software
- Annuity Alpha Software
- Total Tax Burden Software
- Retirement Tax Bill Lead Gen
- All Marketing Toolkits
- All Training Libraries & Resources
- Access to Stonewood's complete suite of tools & software
*Monthly pricing includes a one-time set-up fee of $329
Annuity Membership
$229/mo*
or $2,200/year SAVE 20%
- Annuity Alpha Software
- Retirement Tax Bill Lead Gen
- Marketing Toolkit: Annuities
- Annuity Training Resources
*Monthly pricing includes a one-time set-up fee of $329
Why Top Advisors Choose Premium+
Premium+ gives you complete access to Stonewood's industry-leading suite of software, marketing tools and training resources. It's the quickest way to power growth for your practices across all lines of business.
$329/mo
Pay monthly
$3,200/Annually
SAVE 20%
$0
Cost per additional office license
Your first 30 days with Stonewood
From day one to client results.
From immediate access to real client conversations, we’ll help you put the Stonewood platform to work from day one.
Days 1–3
Complete onboarding
Schedule a personalized walkthrough. We’ll show you around the site, share how advisors are using our software, and help you customize our tools to your practice.
Week 1
Make it your own
Customize your reports with your logo, calendar link, contact details, and other brand elements. Stonewood membership covers your entire team, so we’ll get everyone an account.
Week 2
Run a real case
Schedule coaching with the Stonewood team. Bring a prospect, client situation, or opportunity, and we will help you run the appropriate reports and prepare for the conversation.
Weeks 2–3
Put RTB to work
Put your Retirement Tax Bill lead calculator work. We’ll help you incorporate this customized lead nurture tool across the channels you already rely on, including your website, podcasts, seminar closes, email outreach, and more.
Week 4
Solidify your process
Finalize the incorporation of Stonewood reports into your client meeting process, solving tax risk, income risk, legacy risk and more for your clients. Watch leads turn into meetings and meetings turn into satisfied clients.
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All Packages Include
Every membership tier includes these core benefits to help you grow your practice.
Licenses for Your Entire Team
Empower your whole team with full access to tools, training, and resources under one membership.
Free Ticket to Innovate Summit
Attend our industry-leading training conference for free each year.
1:1 Coaching and Case Assistance
Get help marketing, presenting and targeting new business.
Unlimited Reports & Resource Downloads
Run reports for every client meeting. Your membership comes with unlimited access to our software and materials.
Access Stonewood Books
Bring the insights of Stonewood's industry-leading books to your clients and prospects:
Format
Price
Individual Books
$17.99 / book
Bulk Orders
$14.99 / book each (minimum 25) for non-members, with discounted pricing for members.
Custom book
$1,299 (includes 50 copies of your custom book)
Digital Book Subscription
$150 for non-members, with discounted pricing for members
Schedule A Demo
IMO & Carrier Partnerships
Help your agents and advisors increase knowledge, confidence - and production. Seat-based, referral and white-label partnerships available.