Software and Reports

 

Stonewood Members have unlimited access to proposal software that transforms your client experience.

Generate custom reports to analyze, compare, and strengthen the savings strategies you're delivering to clients.

See the growth our reports can generate for your practice, or learn more about our report types below.

 

QA_AnalyzeIncome Analysis Software

 

If you client needs retirement income, you need to evaluate how much income their strategy can generate.

Income Analysis Software projects retirement income from a qualified account - and compares it to income from IUL

 

TotalTaxBurdenTotal Tax Burden Analysis Software

 

Taxes are the biggest retirement risk most savers have never considered.

Tax Burden Analysis software projects your client's tax burden in retirement, and demonstrate the value of tax-free - in dollars and cents

 

AccumulationAndTaxWealth Analysis Software

 

IRAs are a flawed way to leave a legacy, and an inefficient way to grow wealth. 

Wealth Analysis Software compares growth and legacy potential from a qualified account and IUL.

 

StressTest-1Downside Scenario Software

 

An IUL illustration may look good - but your client's wondering what could go wrong.

Downside Scenario Software enables you to stress test IUL policy assumptions and see how your client's plan will hold up in poor market environments. 

 

CostCost Analysis Software

 

Have you heard the objection, "Isn't IUL an expensive way to save?" It's often false - and now you can show your clients why.

Cost Analysis Software calculates the total cost of an IUL policy, and transforms those costs into a single percentage for comparison to other strategies/ 

 

 

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