Stonewood Financial

Stonewood Financial StonewoodFinancial.com delivers the industry's leading tax Proposal Software and Marketing Programs.

StonewoodFinancial.com delivers the industry's most effective IUL marketing programs and client proposal software. Our tools help you grow your practice with tax-free strategies, and align your client's retirement approach with today's market realities. Join our subscription-based website at StonewoodFinancial.com. "I have never seen such a well thought out, professional and effective marketing sy

stem. I recommend Stonewood without hesitation to any producer who would like to multiply his or her IUL production." - Charlie, Houston TX

Did you know June has been recognized as National Annuity Awareness Month since 2010?NAFA created the month to help educ...
06/03/2026

Did you know June has been recognized as National Annuity Awareness Month since 2010?

NAFA created the month to help educate consumers on the role annuities can play in a secure retirement savings plan. A few years later, the Coalition for Annuity Awareness was formed to continue that mission and help consumers better understand annuity products.

For advisors, it’s a great reminder: annuity conversations start with education.

Ready to educate your clients? Here are some resources from NAFA to help:
https://hubs.la/Q04jpHJp0

Don’t miss Innovate Virtual on June 10, 11, and 12, a free online training designed for advisors who want stronger tax-p...
06/02/2026

Don’t miss Innovate Virtual on June 10, 11, and 12, a free online training designed for advisors who want stronger tax-planning conversations, better client engagement, and more growth opportunities.

Register here: https://bit.ly/4o3MET6

June is National Annuity Awareness Month, and for financial advisors, it is the perfect time to start better conversatio...
06/01/2026

June is National Annuity Awareness Month, and for financial advisors, it is the perfect time to start better conversations around retirement income.

Clients are asking big questions right now:
Will my money last?
Can I retire with confidence?
How do I protect income in an uncertain market?
Are annuities a good deal?

How are you leveraging this month to educate your clients?

05/28/2026

What are top advisors doing differently right now?

They’re leading with better tax conversations. They’re helping clients understand legislative risk, Roth conversion opportunities, IRMAA concerns, legacy planning, and tax-free retirement strategies.

And they’re using those conversations to create deeper client relationships and stronger growth opportunities.

That’s exactly what we’ll cover at the Innovate Virtual.

Register here: https://hubs.la/Q04hGHG-0

Happy Birthday to our Director of Marketing and Technology, Laura Deignan!
05/28/2026

Happy Birthday to our Director of Marketing and Technology, Laura Deignan!

We’re excited to have Steep Marketing joining us at Innovate Virtual on June 10, 11, and 12!This free online training is...
05/27/2026

We’re excited to have Steep Marketing joining us at Innovate Virtual on June 10, 11, and 12!

This free online training is built for advisors who want practical ideas they can use now, from better tax-planning conversations to smarter marketing and new business opportunities.

Save your spot: https://hubs.la/Q04hGsmn0

Happy Birthday to our Founder and Chairman, Martin Ruby!
05/27/2026

Happy Birthday to our Founder and Chairman, Martin Ruby!

Don’t miss Innovate Virtual on June 10, 11, and 12, a free online training designed for advisors who want stronger tax-p...
05/26/2026

Don’t miss Innovate Virtual on June 10, 11, and 12, a free online training designed for advisors who want stronger tax-planning conversations, better client engagement, and more growth opportunities.

From Roth conversions and IRMAA to legislative risk, legacy planning, life and annuity opportunities, and proven marketing strategies, this training is designed to help you stay sharp and stand out.

Register in seconds: https://hubs.la/Q04hGxJn0

Happy Memorial Day! Today, we pause to remember, honor, and celebrate the brave men and women who served our country.
05/25/2026

Happy Memorial Day! Today, we pause to remember, honor, and celebrate the brave men and women who served our country.

Happy Birthday to our CEO, Becky Swansburg!
05/24/2026

Happy Birthday to our CEO, Becky Swansburg!

Address

100 Mallard Creek Road, Suite 200
Louisville, KY
40207

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(502) 588-7155

Website

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