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Services
Lead Generation Delivering High-Value Clients
Seminars that get appointments. Books that motivate prospects to act. Calculators that nurture your leads. Stonewood gives you the tools to fuel your marketing and dominate your market.
More than 600 advisor offices
Use our marketing tools in their campaigns nationwide
Free Advisor Training
Turn Roth Conversations Into Revenue
Watch this complimentary training to learn how leading advisors use retirement tax concerns to create urgency, open Roth conversion conversations, and uncover valuable new planning opportunities.
Training
Create urgency around tax planning
Open more Roth conversion conversations
Uncover new planning opportunities
Stonewood marketing is built around one idea:
Educated prospects convert better.
Our tools are designed for all the ways you prospect: seminars, email funnels, podcasts, webinars, paid ads, social media marketing and more. Plug them into your marketing plan, and watch your prospects show up interested, educated and ready to act.
Explore Stonewood’s Marketing Tools
Ready to grow your marketing list? Retirement Tax Bill makes it easy.
List Building Tools
- Branded landing page with built-in tax calculator.
- Generates custom report to engage prospects immediately.
- Prospects enter data → they see insights → you get the lead.
- Designed to convert traffic into real conversations.
Powerful presentations to fuel your seminars, webinars & workshops
Seminar Content
- The industry’s top-converting narratives - professionally designed and compliance reviewed.
- Access proven content on Tax Mitigation, Roth Strategies, Legacy Approaches, and Income Planning.
- Download presentation, speaker notes and training videos immediately.
Build authority with your prospects
Books
- Educate prospects with easy-to-read, hard-to-put-down books – available in print and digital format.
- Every book drives readers to meet with you as tax-efficient retirement advisor.
- Customize the books for added authority - you can author the foreword.
- A proven tool for all the ways you market.
Resources to fuel your email campaigns and lead funnels
Toolkits
- Topic-based content around today’s top-converting subjects: taxes, income, estate planning and more.
- Access brochures, white papers, consumer videos and more.
- Customize materials for your practice.
- Fuel your marketing efforts with turn-key content.
How Advisors Use Stonewood Tools to Grow
| Dinner Seminars & Workshops | Powerful, professional presentations - with built-in CTAs that drive appointments. |
| Email Campaigns | Lead-nurture tools - from tax calculators and book offers to consumer videos and client guides. |
| Social Media | Resources to power your lead-capture and social media strategies. |
| Podcast, TV & Radio | Tools to drive phone calls and appointments on the topics that convert best: taxes in retirement, IRMAA, estate planning and more. |
| Thought Leadership | Use our materials to make your mark. Customization options available for books, brochures, client guides and more. |
Tools Built for Independent Advisors Who Want to Grow
- Attract & close high-intent prospects
- Drive education instead of product pitches
- Content for seminars, podcasts, emails, and pipelines
- Build trust before the first meeting
Advisor Toolkits
Pre-Built Toolkits That Drive Conversations
More than a collection of marketing resources, our toolkits are coordinated, client-ready narratives built around today’s biggest retirement concerns. Download, brand and share with your prospects.
Explore Advisor Toolkits
Tax & Legislative Risk Toolkits
Help clients uncover their hidden retirement tax bill
Taxes are one of the biggest and least understood risks in retirement. These toolkits help you uncover your client’s tax exposure and show what they can do to address it.
Includes seminars, videos, brochures, strategy and email content.
Legacy Planning Toolkits
Maximize the value of your client’s legacy assets
Widow’s penalty. 10-year tax trap. New legislation from Washington. All can impact income and legacy assets - and these toolkits will help you uncover this risk and show your prospects a clear path to address it with life insurance.
Includes seminars, videos, brochures, strategy and email content.
Life & Annuity Toolkits
Show prospects the value of your recommended strategies
IUL. FIA. The industry’s most powerful products are often the ones that require the most client discussion. These toolkits help you educate and motivate your clients to act, highlighting key benefits of product-based strategies.
Includes seminars, videos, brochures, strategy and email content.Seminar Presentations that Drive Appointments
Stonewood gives you ready-to-use seminar content built around proven topics that engage high-quality prospects. Professionally designed, compliance reviewed, and ready to use.
Rising Tax Risk in Retirement
Turn your prospect’s tax concerns into a compelling reason to act. A strong CTA-driven presentation that converts interest into appointments.
Washington’s Impact on Your Retirement
Connect real-world policy changes to your prospects’ retirement assets. This non-political presentation helps prospects understand why planning matters now.
Maximizing Your Legacy
Dive into the changes that could impact legacy assets - now and in the years to come. Designed to create urgency and structured next steps.
Consumer Books
Books Designed to Turn Cold Leads into Warm Conversations
Stonewood books are one of the most powerful ways to establish authority with prospects.
They educate savers on the key strategies you recommend in your practice, building credibility and positioning you as the advisor who understands today’s most important risks.
How Advisors Use These Books
- Hand them out at seminars
- Use them in client meetings
- Send them to prospects
- Use them in email and social campaigns
Why They Work
- Easy to read, hard to put down
- Education-first approach
- Strong CTA to meet with you
- Reinforces your recommendations
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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Everything Included in One Membership
Your Stonewood Premium+ Membership gives you full access to the entire marketing catalogue.
- Retirement Tax Bill Lead Generator
- Seminar presentation library
- Marketing Toolkits
- Books at wholesale prices
- Client handouts, videos, email content and more
- Campaign-ready marketing assets
One membership. Full access. Your Entire team covered.
Why Independent Advisors Choose Stonewood
- Works with ANY carrier and IMO.
- Zero commission involvement.
- Done-for-you marketing content.
- Software that’s easy to run and powerful to present.
See why the industry’s top advisors value Stonewood Membership.
View PricingMarketing & Lead Generation Tools for Financial Advisors
Stonewood gives independent advisors powerful marketing tools to open conversations and convert prospects into clients. . Experience the industry’s top-converting tax and income story, delivered every way you like to market.
New leads. More clients. One unified story from first touch to closed case.
The problem with most advisor marketing tools
Most marketing tools built for financial advisors are good at finding prospects, but can fall short on the messages and tools that convert those prospects into meetings – and then into clients.
Often, advisors end up with traffic but no story, or a story that does not match the kind of business they want to conduct. The prospect hears one thing in the seminar and sees something different at the table, and the momentum leaks away.
Stonewood was built to close that gap. Every toolkit, seminar, book, and lead calculator carries the same tax and income story, and each one is custom-developed to feed into Stonewood’s software and reports. The prospect hears a consistent message from the first ad to the final strategy.
What you get: The industry’s most powerful tools
Stonewood’s marketing and lead generation tools for financial advisors are a done-for-you system built around the Retirement Tax Bill story. It includes marketing toolkits, seminar and webinar presentations, lead funnel tools and calculators, and consumer books and client materials, all designed to feed into Stonewood’s analysis software so an advisor presents one consistent message from first touch to final strategy.
The system is organized into four parts that work together.
Marketing toolkits
Curated, client-ready resources built around the retirement topics that move prospects to act. The Rising Tax Risk toolkit helps you uncover and quantify a prospect’s retirement tax bill. The Legislative Risk toolkit connects the debate in Washington to a client’s own savings. The Benefits of IUL toolkit shows the tax, income, and legacy advantages of IUL as part of a complete retirement approach.
Seminars and webinars
Proven presentations that drive appointments, not just attendance. The Rising Tax Risk in Retirement is a top-converting tax message with a built-in call to action. Washington’s Impact on Your Retirement ties current events to the saver’s situation. The No-Compromise Retirement covers the market, tax, and income decisions a secure retirement depends on.
Lead funnel tools
Prospecting made straightforward and effective, anchored by the Retirement Tax Bill Lead Generator. It brings Stonewood’s most popular tax analysis directly to your prospects, so you build a list, convert your contacts, and bring qualified savers into your office.
Books and client materials
Consumer books, brochures, emails, and videos that carry the story between meetings. Titles like The Road Less Taxed, The No-Compromise Retirement Plan, The New Rules of Retirement Saving, and The New Holistic Retirement give a prospect something credible to take home, with your practice on the cover.
Why advisors need tools to fuel their marketing systems
Advisors with a defined marketing plan generate 168 percent more leads each month than those without one, according to a 2024 Broadridge survey. ¹ The advantage is not any single tactic. It is having a plan where every piece points the same direction.
Stonewood tools drive your marketing machine. When your seminar, your lead magnet, your book, and your client report all tell the same tax and income story, each touch reinforces the last. A prospect who runs their Retirement Tax Bill, then attends the Rising Tax Risk seminar, then sees the matching report in your office has heard one coherent message three times. That repetition is what turns interest into appointments.
The Retirement Tax Bill lead generator
If there is one place to start, it is the Retirement Tax Bill, or RTB. It is the list builder and lead generator: a customized landing page and calculator that brings Stonewood’s signature tax analysis to your prospects, captures their interest, and feeds qualified contacts into your pipeline.
Because the RTB runs the same tax story your software tells, the lead arrives already primed for the conversation you are going to have. Build your list, convert your contacts, and win more clients, with the message consistent the whole way through.
Carry the story. Use the matching toolkit and client materials to keep the same tax and income message in front of the prospect between touches.
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Generate the lead. Run the Retirement Tax Bill lead generator, host a seminar or webinar, or offer a consumer book as a call to action.
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Carry the story. Use the matching toolkit and client materials to keep the same tax and income message in front of the prospect between touches.
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Present the report. Bring the prospect into a meeting and run the matching Stonewood report, so what they heard in marketing is what they see at the table.
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Win the case. Move from a consistent story to a clear recommendation, with the marketing and the analysis pulling in the same direction.
We’re not an IMO. That’s the point.
Stonewood delivers proven sales and marketing tools to advisors ready to grow. We are not an IMO.
That independence means our marketing tools can be used to enhance the ways you currently market.
A note on compliance and claims
Stonewood’s marketing materials are built for advisor use and are customizable so you can add the compliance and disclosure language your firm requires. We are not CPAs, and these tools do not give tax, investment, or legal advice. Specific tax questions should run through the client’s qualified tax professional, and any results an advisor experiences can vary based on their practice, market, and effort.
Stonewood vs. a generic lead generation tools
Most advisor lead tools give you one capability. Stonewood gives you a message and the full set of assets to carry it.
| Capability | Stonewood | Typical lead generation tool |
|---|---|---|
| Provides the sales message | Yes, the tax and income story | No, message is on you |
| Toolkits, seminars, books included | Yes | Rare |
| Lead tools feed into sales reports | Built to connect | Varies |
| Built for retirement, tax, annuity, IUL advisors | Yes | Varies |
| Customizable for compliance | Yes | Varies |
| Tied to a carrier or distribution | No | Varies |
How to get the marketing and lead generation tools
Stonewood’s marketing toolkits and lead generation programs are included across the membership tiers. The Retirement Tax Bill lead generator and the annuity, IUL, and tax toolkits come with the Annuity and IUL memberships at $229 per month, or $2,200 per year. The Premium+ Membership at $329 per month, or $3,200 per year, includes every marketing toolkit, every lead generation program, and the full software suite together. All tiers carry a one-time $329 setup fee, and every membership includes licenses for your entire team, plus training and coaching.
The fastest way to see how it fits your practice is to watch the Retirement Tax Bill in action, then book a short demo of the full system.
Frequently asked questions
Stonewood offers marketing toolkits, seminar and webinar presentations, lead funnel tools, and consumer books and client materials. It is anchored by the Retirement Tax Bill lead generator, and every asset is built to feed into Stonewood’s analysis software for one consistent sales story.
The Retirement Tax Bill, or RTB, is a list builder and lead generator. It is a customized landing page and calculator that brings Stonewood’s tax analysis to your prospects, captures their interest, and feeds qualified contacts into your pipeline, already primed for the tax conversation.
Most tools give you one capability, like contacts or a webinar room, and leave the message to you. Stonewood provides the tax and income story plus the full set of toolkits, seminars, books, and lead tools to carry it, all designed to connect to the report you present in the meeting.
Yes. The marketing materials are built for advisor use and can be customized with your practice information, your logo, and the compliance and disclosure language your firm requires, so they fit your supervision process.
No. Stonewood is not an IMO. The marketing system works with whatever carriers and IMOs you currently use and the leads and relationships stay yours.
The tools are included across Stonewood’s membership tiers. The Annuity and IUL memberships are $229 per month, or $2,200 per year, and the Premium+ Membership, which includes every toolkit and lead program plus the full software suite, is $329 per month, or $3,200 per year. All tiers carry a one-time $329 setup fee and include team licenses.
They are built for independent financial advisors and agents who focus on retirement, tax, annuity, and life insurance planning. The story and the materials are designed around that audience rather than offered as generic financial marketing.
See the Retirement Tax Bill in action, then schedule a short demo and watch the full marketing and lead generation system come together around your practice.