Marketing Programs

Ready to learn the IUL sales stories that have generated more than $137 million in IUL production… and counting?

Whether you’re marketing to young professionals, Baby Boomers or anyone in between,  Stonewood’s prospect-to-close IUL marketing programs make it easy to find new prospects and better ways to close business. Our programs include proven IUL marketing stories and the tools you need at every step of the sales process.


The No-Compromise Retirement Plan

The No-Compromise Retirement Plan

  • A Roth alternative for limited pay IUL
  • For clients who have saved for retirement in qualified accounts
  • Expose the compromises in IRAs and analyze how those compromises impact the client
  • Deliver custom report to help clients evaluate their approach and take action
The New Rules of Retirement Saving

The New Rules of Retirement Saving

  • A 401(k) alternative for level premium IUL
  • For clients currently saving for retirement
  • Identify the biggest risks facing savers today and show how IUL can overcome these risks
  • Use custom reports to evaluate IUL on growth potential, performance, and cost
The Secure-Money Alternative

The Secure-Money Alternative

  • A CD alternative for single premium IUL
  • For clients with savings they want to keep secure and accessible
  • Deliver an approach that provides growth for a client’s funds – without sacrificing security or liquidity