Stonewood TV
Stonewood Software
Watch software demos, advisor training, tax strategy videos, webinars, product walkthroughs, and event recordings—all in one place.
Video Library
Evaluating Your Client’s Mandatory vs. Optional Taxes | Stonewood Financial
Passing Legacy Funds to your Heirs in an IRA? Watch This First. | Stonewood Financial
Understanding the Widow’s Penalty & 10-year Tax Trap: Will Your Savings be Impacted?
Are You Leveraging Life Insurance for YOUR Legacy? | Stonewood Financial
Sales Idea: Help Your Client See the Power of an FIA to Generate Alpha
Helping Clients Determine the Optimal Roth Conversion Pattern | Stonewood Financial
Your Client’s Quickest Tax Snapshot: Total Tax Burden
Roth Done Right: The Hidden Risks of Deferring IRA Money
Considering a Roth Conversion? Three Things to Know | Stonewood Financial
Roth Done Right: Minimizing Taxes & IRMAA for Your Clients
Roth Conversions: Top Financial Advisor Questions Answered
Overcome the #1 Annuity Objection | Annuity Alpha
Blending Roth Accounts & Life Insurance to Maximize Client Legacies | Stonewood Financial
Roth Done Right: Minimizing Taxes and IRMAA for Your Clients
Understanding Tax Drift in Roth Conversions: An Advisor’s Guide | Stonewood Financial
Using Bonus Annuities in the Roth Conversion Process | Stonewood Financial
Legacy Done Right: Maximize Your Clients Legacy as a Financial Advisor | Stonewood Financial
A Deep Dive on IRMAA for Financial Advisors | Stonewood Financial
