Software & Reports

Stonewood reports cut through the noise to help savers make smart decisions fast.

Stonewood's suite of client-metting reports, including samples of our Income Reports, Total Tax Burden Report, FIA+IUL Optimzer and Wealth + Legacy Report.

Analysis to build better plans

Life is full of choices. Our software helps your clients make decisions.

Our reports compare retirement saving approaches based on key values like taxes, income, and legacy. They're the quickest way to turn prospects into clients and increase wallet share from those working with your practice.

Tax Analysis Reports

Taxes are one of the largest, and least evaluated retirement risks your clients face. Our reports help you identify, quantify, and eliminate tax risk.

Income Analysis Reports

Evaluate income potential so your clients can maximize their retirement assets. Our reports show your clients how to get more from their approach.

Specialty Reports

Compare the real cost of savings approaches. Analyze tax drift during conversions. Optimize specialized retirement strategies. Our reports do it all.

Core Reports

Total Tax Burden Report

Tax Analysis


Uncover your client's Retirement Tax Bill.

Our suite of Tax Analysis tools quantify the total taxes your client could pay in retirement - and show how to reduce their IRS bill.

Income Analysis Report

Income Analysis


Maximize your client's retirement income.

Our Income Analysis software lets you evaluate income potential between qualified, Roth, annuity, and IUL accounts.

Wealth Analysis Report

Wealth Analysis


Increase your client's legacy to their heirs.

Our Wealth Analysis software compares legacy potential between strategies to help you fortify your client's overall estate plan.

Specialty Reports

Tax Drift Report

Tax Drift Software 


Make smart tax decisions for your clients.

If your clients are interested in the long-term tax savings of a Roth conversion, this tool will help them analyze the short-term tax impact.

FIA + IUL Optimizer Report

FIA + IUL Optimizer 


Save taxes. Increase Income. Reduce Risk.

Optimize a retirement income strategy using annuities and IUL with this tool to maximize benefits for your clients.

Cost Analysis Report

Cost Analysis 


Compare cost between strategies.

Create an apples-to-apples cost comparison for your client - whether they're evaluating an IRA, a Roth account or an IUL.

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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.