Lead generation has evolved. What once worked – cold calls, generic workshops, or broad digital ads – often doesn’t resonate with today’s more informed and selective prospects.
That’s why many advisors are shifting toward educational, value-first marketing—and tools that spark curiosity and engagement. One example? Retirement Tax Bill.
The Role of Educational Tools in Advisor Marketing
Today’s pre-retirees are asking smarter questions:
Advisors who can answer those questions clearly—not just with theory, but with personalized visuals—are more likely to earn attention and trust.
That’s where interactive tools come in.
What Makes the Retirement Tax Bill Effective
The Retirement Tax Bill lead generator isn’t just a calculator—it’s a conversation starter. Here’s why advisors are incorporating it into their lead gen strategy:
It addresses a real pain point. Most retirees have never considered their lifetime tax burden. This tool brings that issue to light in a simple, visual way.
It’s personalized. With just a few inputs, the output feels tailored leading to better engagement and stronger follow-up conversations.
It sets up strategic conversations. Advisors often use the report to lead into discussions on Roth conversions, annuities, or tax-efficient withdrawal strategies.
How Advisors Are Using It in the Field
Here are a few common applications:
In webinars, as an engagement tool to drive post-event appointments
On landing pages, offered as a free tax estimate to boost conversions
During review meetings, to visually illustrate potential legislative or tax risks
In follow-up campaigns, especially to re-engage cold leads
The result? Advisors using educational tools like this are reporting stronger lead quality, higher appointment rates, and deeper initial conversations.
Final Thought: Tools Should Support Your Process
No tool replaces a well-structured marketing strategy. But when used well, tools like the Retirement Tax Bill can help differentiate your message, build trust faster, and position you as a guide, not a product-pusher.
If you’re focused on attracting clients who value planning and are motivated by tax conversations, incorporating tools like this could be a smart next step.
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How Stonewood Advisors Stay Ahead of the Next Planning Conversation.
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Study Group Replay
Timely planning topics
Real client conversation angles
Practical strategies you can use
Real Advisors. Real Results.
See how advisors are using Stonewood software to win larger cases and deliver better
outcomes for their clients.
An advisor was working with a prospect who was a real "do-it-yourselfer" when it came to Roth conversions.
The client was converting assets up their existing tax bracket – and hadn't considered any impact to
IRMAA.
With Roth Done Right, the advisor was able to show an alternate pattern that sped up the conversion to
6 years. The new structure offered $30,000 savings in conversion taxes – a 20% reduction on the
prospect's conversion tax bill. The report also showed hundreds of thousands of dollars in long-term
tax and IRMAA savings from the converted assets – an amount the prospect hadn't been able to quantify
on his own.
Outcome
A new client with $1M in new AUM, and a $1M FIA sale to fund the conversion process.
An advisor was working with a prospect who already had assets with Ken Fisher. Fisher's team presented a
5% systematic withdrawal projection, so the advisor needed a stronger way to frame the income
conversation.
Using the Annuity Alpha report, the advisor showed how an annuity could deliver over 8% in annual cash
flow with lifetime income, plus a long-term care doubler. The contrast was clear enough that the prospect
moved forward.
Outcome
$1.5M placed and a $100K in new business revenue.
An advisor was working with a 58-year-old couple with an established, well-funded retirement income plan,
leaving an additional $3M IRA to build out a legacy for the kids. The couple's existing advisor had no
real additional plan for this money, other than to keep it in their managed account and grow that money as
much as possible for the kids.
Using the Legacy Done Right report, the advisor showed the need for tax planning on this $3M IRA.
According to the advisor, the simple analysis "opened up the wallet" to the Roth conversion story. The
advisor then used the blended Roth/Life feature in the report to show a blend of Roth Conversion assets
with some Life Insurance to help maximize the client’s legacy.
Outcome
$3M in motion. The advisor picked up a $1.5M FIA sale that will be converted to Roth. And the advisor
also sold a 5-Pay Protection focused IUL policy at $225,000 of premium per year.
An advisor group incorporated the Total Tax Burden report into the strategy presentation for all new
prospects. They ran the tax snapshot for every new client as part of their first meeting conversation,
quantifying the growing tax burden of IRA money – and illustrating the kinds of tax savings possible
when working with their firm.
Starting in January of 2023, this simple analysis was presented to every single prospect who walked in
the door. The goal was to differentiate their practice and drive overall revenue growth through various
Roth conversion strategies.
Outcome
From 2022 to 2025, new annual AUM rose from $5M to $50M. Annual FIA sales rose from $3M to $35M.
And annual life premium rose from $50K to $1M.
