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