Software and Reports
Our software makes IUL easy for you.
Our proposals make IUL easy for your clients.
Stonewood software transforms the IUL experience, helping advisors analyze, compare, and strengthen the savings strategies they’re offering clients.
IUL Proposal Software
Evaluate IUL savings strategies on growth, return and performance
Calculate values that matter most to a client
Qualified Account 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 their tax-deferred approach to a tax-free conversion option
Downside Scenario Software
Stress test policy assumptions
Create a downside scenario based on the worst decade in S&P 500© history
Cost Analysis Software
Calculate the average annual cost of an IUL policy as a percentage of assets