Which Package is Right for You?

Tools to Grow Your Practice

Whether you're targeting a specific area of practice growth or want to go all-in, we've got a Membership package for you. All Stonewood Membership comes with access to:

  • Accounts for your entire team
  • Complimentary attendance to the Innovate conference
  • Individual coaching
  • Monthly Study Group calls
  • Tools that tell a powerful, unified story

Premium+ Membership

All-in access to everything we've got.

IUL Membership

Tax and income tools to boost IUL production.

Annuity Membership

Tools to generate and close annuity leads.
$299 / month or $3,200 / year

Premium+ Membership

Premium+ Membership

  All-In Access to Everything We've Got

Premium+ Membership is for advisors who want to grow their entire practice - from AUM and Annuities to insurance and estate planning.

This membership package gives you access to ALL of Stonewood's client reports and software, marketing toolkits and lead gen programs, training and coaching, and more. PLUS access exclusive software and resources only available in Premium+.

For the advisor ready for dramatic practice growth, Premium+ delivers.


Marketing Toolkits


- Estate Planning Toolkit
- Legislative Risk Toolkit
- The Rising Tax Risk Toolkit
- Retirement Tax Bill Toolkit &
- The Benefits of IUL
- FIA + IUL Toolkit

Software


- Tax Analysis Software
- Income Analysis Software
- IUL & Legacy Analysis Software
- Specialty Reports: Cost, Tax Drift
- FIA + IUL Optimizer

Lead Gen & Marketing


- 4 Age and Asset Targeted Seminars
- 3 Consumer Books
- Client Meeting Materials
- And MORE
$199 / month or $2,200 / year

IUL Membership

IUL Tools_New_NoComp_Cover

  Practice Growth with Tax-Free IUL

Looking to add or grow your IUL production? IUL Membership offers the industry's most effective turn-key program, with tools for every step of the sale.

We make it easy to maximize the benefits of IUL for your clients, compare IUL to qualified, Roth, and taxable accounts, and craft complete retirement approaches that are protected from tax and legislative risk. 

And like all our packages, it includes access for your entire team, training, coaching, and industry updates.

Marketing Toolkits


- Legislative Risk Toolkit
- The Rising Tax Risk Toolkit

- Estate Planning Toolkit
- The Benefits of IUL

 

Software


- Tax Analysis Software
- Income Analysis Software
- IUL & Legacy Analysis Software
- Specialty Reports: Cost, Tax Drift

Lead Gen & Marketing


- 3 Age and Asset Targeted Seminars
- 3 Consumer Books
- Client Meeting Materials
- And MORE
$199 / month or $2,200 / year

Annuity Membership

Annuity Membership

  Annuity Leads - and the Tools to Close Them

See Annuity Alpha in Action

Looking for turn-key tools to attract, present, and close annuity business? We've got them.

Stonewood's Annuity Membership includes our top lead gen program, Retirement Tax Bill, as well as software for Roth conversions, FIA sales and more.

And like all our packages, it includes access for your entire team, training, coaching, and industry updates.

Marketing Toolkits


- The Rising Tax Risk Toolkit
- Legislative Risk in Retirement
- The Power of Annuities

Software


- Tax Analysis Software
- Annuity Income Software

- Income Analysis Software
- Legacy Analysis Software
- Specialty Reports: Cost, Tax Drift

Lead Gen & Marketing


- Retirement Tax Bill Lead Generator
- 2 Turn-Key Email Funnels
- 2 Age and Asset Targeted Seminars

- 1 Consumer Book
- And MORE

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.