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Training & Coaching

Practice transforming advice, available live, online and on-demand

Marty speaking at conference.

Transforming your practice? We're ready to help.

Our training leads the industry where it matters most: Results.

Whether it's our live conferences, online legislative updates, one-on-one coaching calls or on-demand classes, we'll increase your confidence and knowledge.

Innovate

The industry's leading practice development training.

Online Academy

On-demand learning from the comfort of your office. 

Study Group

Monthly calls to explore what's new and important.

One-on-one Coaching

Personalized support, customized for your practice.

Innovate Summit Conference

InnovateIUL_Logo_2021_White-09-1A Practice Transformation Conference

Innovate brings together our industry's sharpest minds, top-converting sales tools, and most powerful insights. Join us in-person and online.

See our Next Training Dates

Training & Coaching Opportunities

Online Academy

Online Academy

Learn at your own pace from the comfort of your home or office with Stonewood's on-demand training courses. Your entire team can learn new sales stories, prospecting ideas, client meeting strategies, report best practices and more. 

Enjoy unlimited access to our most powerful content - all on your time.

Study Group (1)

Study Group

Join Stonewood experts for monthly calls on the latest industry developments, sales ideas, and continuing education. 

WATCH A SAMPLE STUDY GROUP:

Congressional Spending & Legislative Risk | Congress is debating significant changes to IRAs, 401(k)s and Roth accounts. Find out how they could impact your clients. 

Coaching

1:1 Coaching

At Stonewood, we know each advisor's practice is unique. And our team is here to help you maximize the impact of Stonewood tools.

All members get one-on-one coaching with our team of experts - from practice development and marketing support to case design and meeting prep. We're here to ensure you - and your team - find the success you set out to achieve. 

Easy to Implement Ideas

"This was the best conference I have ever attended. There were just so many purposeful, implementable strategies and resources to put in place right away! We already have 4 clients we are meeting next week to discuss these strategies!" - John, Texas

Turning Training Into Results

"I've worked with IUL for a while, but the training in Kentucky helped me apply it more effectively. It gave me the tools to confidently handle client questions and objections, which ultimately led to a successful 10-Pay IUL sale with a $50,000 target." - Kevin, Florida 

Revitalized by a New Approach

“These ideas weren’t new to me, but Stonewood’s philosophy and approach gave me a completely fresh perspective. After more than 25 years in the business, it’s reignited my passion and given me a renewed sense of purpose in my work.”- Ronald, New Jersey

The Results Speak for Themselves

“Stonewood’s approach has helped me generate over seven figures in just the past two years.”- Brad, Arizona

Immediate Impact

“Just wanted to share a quick win from the Stonewood Financial workshop. It had an immediate impact on how I present the value of a Roth conversion. Today, I brought on a new client with $1.2M in assets, including $730K into a FIA, using insights from the training. The membership has already paid for itself." - Chris, Missouri

Let's make it your
Best Year Ever.

Let's Connect

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.