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All 2024 Election Advisor Advice Advisor Training Annuities Annuity Alpha Brand Congress Content COVID-19 Economic Impact Estate Planning Financial Advisor Lead Generation Financial Advisor Marketing Financial Advisor Marketing Tools Financial Planning Income Risk Innovate Innovate IUL IRMAA IUL Lead Generation Tips Legacy Done Right Legacy Planning Legislative Risk Marketing Marketing Tips Messaging New Holistic Practice Transformation Retirement Planning Retirement Tax Bill Risk Tolerance ROTH Conversion Roth Done Right ROTH Strategy Tax Planning Tax Risk Taxes The Road Less Taxed

Becky Swansburg · 30 May 2024 · 1 minutes

The Election and Your Clients: Two Risks to Watch

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Becky Swansburg · 24 May 2024 · 1 minutes

Dispatches from Washington: Advocating for U.S. Savers

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Becky Swansburg · 01 May 2024 · 1 minutes

It’s Derby time in Kentucky. Here’s what the Greatest Two Minutes in Sports can teach us about financial advising.

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Becky Swansburg · 15 Apr 2024 · 1 minutes

The Wealth & Longevity Connection

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Becky Swansburg · 10 Apr 2024 · 1 minutes

The Nation’s Fiscal Outlook Just Got Worse. That’s Bad News for Your Client’s Retirement.

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Becky Swansburg · 04 Apr 2024 · 1 minutes

Get out of debt? Absolutely. Start by reducing your Retirement Tax Bill.

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Becky Swansburg · 20 Mar 2024 · 1 minutes

Income taxes ARE estate taxes. And helping savers understand it can grow your practice.

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Becky Swansburg · 12 Mar 2024 · 1 minutes

The State of our Union is… Still Leading to Higher Taxes

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Becky Swansburg · 28 Feb 2024 · 1 minutes

Dispatches from the Innovate Summit

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Becky Swansburg · 14 Feb 2024 · 1 minutes

Is your client in debt to the IRS? If they have an IRA, the answer is “yes.”

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Stonewood Financial delivers powerful, proven sales programs to agents ready to grow their practice. We are not an IMO.

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Advisory■
Tax Mitigation■
Income Maximization■
Scale■
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