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Martin Ruby, FSA

Martin Ruby, FSA is an actuarial retirement risk speaker and an expert in mitigating risk. He brings fresh thinking to financial strategy and product design, from income approaches to tax diversification, so advisors can protect and position client assets for the long term.
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Martin Ruby, FSA Martin Ruby, FSA

Share Marty’s Expertise with Your Audience

Insurance. Legacy. The Latest Industry Developments.

Help your audience understand better ways to structure life and annuity solutions.

Marty Ruby, FSA is an actuary and industry expert on structuring retirement strategies that deliver maximum benefits. He has taught thousands of the industry’s top advisors how to attract new clients and grow new wallet-share with income, tax and legacy strategies.

As a product structuring expert, Marty’s sessions focus on new ideas to help protect and position retirement assets for the long term, whatever future market and tax conditions may bring.

Signature Speaking Topics

Structuring Strategies for Maximum Benefits

Driving higher income and legacy values through innovative approach designs

Overcoming Annuity Objections

How to address the industry’s #1 objection and come out on top

Estate Planning for the Next Generation

New ideas for legacy planning

Session Formats

Keynote Addresses

High-impact presentations built for large audiences

Hands-On Workshops

In-depth learning for small group session

Podcast, TV & Media

Engaging discussions for your marketing audience

Why Book Martin?

  • Fellow of the Society of Actuaries (FSA), a credential held by a small number of practitioners in North America.
  • Founder and Chairman of Stonewood Financial.
  • Built the actuarial models behind Roth Done Right, Annuity Alpha, and Legacy Done Right, used in 214,000+ advisor-client meetings.
  • Seen on stages hosted by Allianz, Symetra, Pacific Life, Advisors Excel, and other leading carriers and IMOs.

Books by Stonewood speakers

Martin Ruby, FSA has co-authored books on tax and retirement planning with Becky Ruby Swansburg and Neil Wilding. You can request a copy of any of these books here.

The No-Compromise Retirement Plan

Helping Baby Boomers understand the value of tax-free income in retirement.

The New Holistic Retirement

A new approach to retirement saving that addresses tax, income and legislative risk.

The New Rules of Retirement Saving

A framework for today’s active savers to minimize taxes as they save.

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How to Book Marty

  • Tell us about your event: share the audience, format, and topics through the speaker inquiry form.
  • We help match Marty to your audience and goals.
  • Work with Marty to shape the session for your conference, training, client event, or media segment.
  • Bring proven expertise to the stage: your audience leaves with clarity, credibility, and ideas they can act on.