Marketing & Lead Gen

The most powerful sales story - delivered all the ways you like to market.


A sample of Stonewood's Marketing and Lead Generation tools: the Retirement Tax Bill Lead Generator, Social Media resources and client meeting materials.

New leads. More clients.

Ready to grow your practice with the industry's top-converting tax and income story?

Our marketing tools help you generate leads and differentiate your practice.

What's more, each tool is custom-developed to feed into our software and reports - giving you a unified sales story from start to finish.

Marketing Toolkits

Curated resources around top retirement topics.

Seminars & Webinars

Proven presentations that drive appointments.

Lead Funnel Tools

Prospecting made easy and effective.

Books & Client Materials

Brochures, emails, books, videos and more.
A laptop shwocasing Stonewood's Retirement Tax Bill Lead Generator.
List Builder & Lead Generator

Retirement Tax Bill

Build your list. Convert your contacts. Win more clients.

The Retirement Tax Bill Lead program brings Stonewood's most popular tax analysis directly to your prospects. Leverage it for incredible results.

Marketing Toolkits

Stonewood's Rising Tax Risk marketing toolkit.

Rising Tax Risk

Help clients uncover their Retirement Tax Bill

Taxes are the next frontier of retirement planning. Our toolkit helps you uncover, quantify, and address tax risk for prospects and clients alike.

Stonewood's Legislative Risk marketing toolkit.

Legislative Risk

Show the impact of Washington on your client's assets

As Congress debates trillions of dollars in new taxes, this toolkit shows clients what they can do to protect their nest egg.

Stonewood's Benefits of IUL marketing toolkit.

Benefits of IUL

Share the tax, income and legacy advantages of IUL

If IUL is part of your practice, this toolkit will help you show its key benefits as part of a complete retirement income approach.

Seminar Presentations

Stonewood's Rising Tax Risk seminar or webinar presentation.

The Rising Tax Risk in Retirement

Today's top-converting retirement tax message - with a powerful CTA that drives appointments.

Stonewood's Washington's Impact on your Retirement seminar or webinar presentation.

Washington's Impact on Your Retirement

Connecting the debate in Washington to U.S. savers - and how they can protect themselves.

Stonewood's popular No-Compromise Retirement seminar or webinar presentation.

The No-Compromise Retirement

The top market, tax, and income considerations savers need to address for a secure retirement.

Consumer Books

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The New Holistic Retirement

Examining retirement's key risks - and how savers of all ages can overcome them.

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The No-Compromise Retirement Plan

Telling the tax-free conversion story to Baby Boomers and near-retirees.

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The New Rules of Retirement Saving

Sharing the tax-free savings message with today's active savers.

Let's Make This
Your Best Year Ever.

Let's Connect

Ready to take your practice to new heights? Stonewood's suite of client-facing toolkits, sales story reports, and industry-leading training will take you there.