Book

Be the Advisor Who Wrote the Book

Want the authority of a book - without having to write it? Stonewood’s custom book program establishes you as a thought-leader and opens up a world of prospecting opportunities. Your name on the cover. Your foreword inside. A proven retirement savings book, customized to your practice and shipped to your door. Your book can be ready to use in as little as 10 days.

Be the Advisor Who Wrote the Book Be the Advisor Who Wrote the Book

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Educate, Inform, Entertain, And Close Business

Stonewood marketing is built around one idea:
Educated prospects convert better.

Think about the last time someone handed you a book. You appreciated the gesture. Maybe you opened it that night. If the topic mattered to you, you kept reading. That’s the difference a book can make in your prospect’s hands. It gives them time and space to absorb your approach before you ever sit down together. When they show up to that first meeting, you’ve already created trust and started the conversation. The challenge? Writing a book takes a year or more, and many advisors never finish. Stonewood’s custom book program is a turn-key way to get a custom-branded book into your client’s hands — fast. Stonewood books are written, tested and client-approved. They’re designed to be easy to read and hard to put down, covering today’s most pressing retirement savings topics; mitigating taxes, maximizing income and planning a legacy.

Building Your Authority

Stonewood marketing is built around one idea:
Educated prospects convert better.

Stonewood’s Custom Book Program helps you align your practice with today’s most powerful (and persuasive) retirement tax narratives. Your package includes:

  • Your name on the cover as author of the foreword
  • Your headshot and bio on the back cover
  • Your office contact information printed inside
  • Your first 50 print copies, delivered to your door

Taxes. Income. Legacy. A Book for Every Retirement Savings
Topic.

What Advisory Says

Since becoming a Stonewood member, I have achieved great financial success with my business and could not be more grateful.

Phillip

These ideas aren't new to me, but the philosophy and methodology from Stonewood has given me a brand new approach. It's given me a new lease on life in my 25 year career.

Ronald

Last week we closed $150,590 in 1st year premium on 5 different 5 pay IULs. This IUL story has given me the words and the conviction to present 5 pays to my clients.

James

I've closed about 2.5mm in annuities since using your annuity software. The life modules are what I love.

Charlie

We had a goal to have our best 1st quarter ever in revenue, and we did! Stonewood concepts are great at catching attention and your PDFs do a wonderful job illustrating concepts.

David

Since we got the software, we've written 28 pieces of business - nearly every person we've used Stonewood Software on. Currently 795k pending in target premium.

Cory

Roth Done Right has been our missing piece. It's become a strategic part of driving more appointments to our offices through our seminars.

Connie

You guys have been one of the best revelations this year for my practice. I am so grateful I found you.

Teri

The workshop had an immediate positive effect on my business. I brought a new client onboard today for $1.2M in new assets ($730k going to FIA) using nuggets I gained from the workshop. The membership is already paid for!

Chris

Books That Do More Than Educate

Stonewood books are designed with one goal in mind: Help prospects understand the problem, trust your approach, and take the next step.

Written by retirement tax experts, these books simplify complex strategies into clear, engaging narratives that clients can read, revisit, and share.

Frequently Asked Questions

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