Day 1
Get immediate access
Join Stonewood and immediately get access to the complete suite of software and client tools.
Schedule a Demo
See Stonewood
In Action
Don’t put your growth on hold. Discover how Stonewood tools can help your practice achieve its best year ever. Most advisors who schedule a demo become a member on the spot. Come see why.
Your first 30 days with Stonewood
From day one to client results.
From immediate access to real client conversations, we’ll help you put the Stonewood platform to work from day one.
Days 1–3
Complete onboarding
Schedule a personalized walkthrough. We’ll show you around the site, share how advisors are using our software, and help you customize our tools to your practice.
Week 1
Make it your own
Customize your reports with your logo, calendar link, contact details, and other brand elements. Stonewood membership covers your entire team, so we’ll get everyone an account.
Week 2
Run a real case
Schedule coaching with the Stonewood team. Bring a prospect, client situation, or opportunity, and we will help you run the appropriate reports and prepare for the conversation.
Weeks 2–3
Put RTB to work
Put your Retirement Tax Bill lead calculator work. We’ll help you incorporate this customized lead nurture tool across the channels you already rely on, including your website, podcasts, seminar closes, email outreach, and more.
Week 4
Solidify your process
Finalize the incorporation of Stonewood reports into your client meeting process, solving tax risk, income risk, legacy risk and more for your clients. Watch leads turn into meetings and meetings turn into satisfied clients.
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What You'll See
Roth Done Right
Analyze taxes & IRMAA. Model income and legacy conversions. Leverage life and annuity strategies. All in 2 minutes.
Annuity Alpha
Show the growth needed in a managed account to match the guaranteed income in an FIA. Overcome the #1 annuity objection.
Retirement Tax Bill
A powerful tax calculator that lets your prospects see their Retirement Tax Bill - and lets you build and nurture your marketing list.
1
See the
Software Live
Watch exactly how top advisors run client-ready reports in minutes. We’ll walk through real scenarios like Roth conversions, annuities, and legacy planning.
2
Get a Sample
Client Report
We can run a live report using your client scenario so you see exactly how our software turns client conversations into client decisions.
3
Explore Lead
Generation Tools
See how advisors are using our books, seminars, and calculators to attract high-intent prospects consistently.
4
Get Your Questions
Answered
We're here to help your practice achieve its best year ever. So ask away. We'll make sure all your questions are answered.
IMO & Carrier Partnerships
Help your agents and advisors increase knowledge, confidence - and production. Seat-based, referral and white-label partnerships available.
No pressure
No obligation
Tailored to your practice
Walk away with actionable ideas
See a sample report
Reports Generated
Marketing Resources Downloaded
Advisors Trained
Common Questions
Can I customize reports for my branding? −
Yes. Every report shows your firm name, contact information, and logo. Custom disclosures can all be added to keep everything compliant with your licensure.
Does my membership cover my entire team? +
Yes. Unlike some software, your Stonewood membership provides access for your entire team. No need to buy separate licenses for each person. When you sign up, we’ll make sure your key team members are trained and ready to go.
How quickly can I onboard? +
Ready to get started? We’re ready to help. Schedule your 1:1 onboarding when sign up - and you're running reports immediately.
Does this work with my insurance and annuity carriers? +
Yes. Our software is designed to be compliant with the industry’s leading carriers, including Allianz, Symetra, Midland, North American, Pacific Life, Nationwide and many more.
What if my practice has custom needs? +
Talk to our team. We solve for custom use cases and large-scale access.
Don't Wait. Have Your Best Year Ever.
See why thousands of advisors use Stonewood tools to grow their practices.
SCHEDULE DEMO