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.
A Complete Marketing System Not Just Tools
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
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.
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.
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.
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
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 PricingTurn 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.