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.


IUL Proposal SoftwareIUL Proposal Software


Evaluate IUL savings strategies on growth, return and performance

Calculate values that matter most to a client


Qualified Account Analysis SoftwareIncome & Wealth Analysis Software


Analyze how a client’s qualified account may perform in the future

Compare after-tax performance to an IUL strategy


Tax Analysis SoftwareTax Analysis Software


Project total tax liability on a client’s IRA in retirement

Compare a tax-deferred approach to a tax-free conversion option


Downside Scenario SoftwareDownside Scenario Software


Stress test policy assumptions

Create a downside scenario 


Cost Analysis SoftwareCost Analysis Software


Calculate the average annual cost of an IUL policy as a percentage of assets



Learn About Membership