Training & Events

Ready to transform your practice? Stonewood is ready to help.

 

"Any fool can know. The point is to understand." – Albert Einstein

At Stonewood, we understand that knowledge and confidence are critical ingredients to a thriving practice. Our experts have crafted training events that lead the industry where it matters most: results. 

Stonewood Members enjoy:

  • Annual training conferences
  • Monthly Study Group calls
  • One-on-one coaching
  • And more

Whether you're new to IUL or an industry veteran, Stonewood can teach you how to maximize the impact of tax-efficient retirement income planning.

Choose from some of our most popular events below.

 

IUL Masters Academy Training

IUL Masters Academy is the industry's premiere training and practice transformation event. Advisors from coast to coast have praised this training as the best they have ever attended - period.

Learn more: 

IUL Masters Academy Training | Learn today's best-converting sales stories, how to create tax-efficient retirement income plans for your clients, how to best structure IUL to meet client goals, and more. | Next Training Date

IUL Masters Academy - Advanced Class | For graduates of Stonewood's Masters Academy Training, this Advanced Class offers continuing education and advanced sales concepts. | Next Training Date

On-Demand Learning

Want to experience what Stonewood learning is all about? Chose one of the on-demand trainings below for a sneak-peek. 

Differentiating Your Practice with Taxes | Learn five powerful ways to frame the tax conversation while prospecting and meeting with clients. Click here to watch now.

The Tax Impact of IRA-to-IUL Conversions | We know converting qualified funds to tax-free can potentially save clients hundreds of thousands of dollars in taxes. But what's the immediate tax impact? Click here to watch now.

Stonewood Study Group

Stonewood Study Groups are monthly calls on the latest industry developments, sales ideas, and continuing education. Curious what you could learn? Watch a recording below.

4 Steps to $800k | Learn the four steps one advisor took to grow his practice by $800k last year - and how you can incorporate the same strategies for your practice. Watch recording now.

Marketing Strategies for Distance Advising | COVID-19 has changed the way we do business. Learn strategies for prospecting, marketing and meeting - all from a distance. Watch recording now.

 

 

Want to learn more? 

Schedule a one-on-one consultation with a Stonewood team member.

Schedule a Demo