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 Software
Evaluate IUL savings strategies on growth, return and performance
Calculate values that matter most to a client
Income & 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 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 Software
Stress test policy assumptions
Create a downside scenario
Cost Analysis Software
Calculate the average annual cost of an IUL policy as a percentage of assets