Stonewood Financial

06/15/2026

Annuity conversations get better when clients can compare options clearly.

That is where Stonewood’s Annuity Alpha program comes in.

Annuity Alpha helps advisors show how a fixed indexed annuity may compare to capital markets by analyzing the growth a brokerage account would need in order to match the annuity income and projections.

That kind of comparison can shift the conversation from:

“Do you like annuities?”
to:
“What strategy gives you the retirement income outcome you actually want?”

That is a much better planning conversation.

Learn more: https://hubs.la/Q04jpx350

06/12/2026

Day 3 of Innovate Virtual wrapped up an incredible week of advisor education, strategy, and growth!

Today's sessions covered everything from crafting more effective client messages and understanding annuity alpha to navigating the potential impact of the upcoming midterm elections and leveraging annuities within the Roth conversion process.

We also shared real-world success stories from advisors putting these strategies into practice and wrapped up the event by giving away a free Retirement Tax Bill customization package to one lucky attendee. This exciting new feature launches next month and will allow advisors to customize colors, images, videos, and more within the Retirement Tax Bill lead tool. Want to be the first to know when it's live? Comment below, and we will add you to the list!

Curious how all of these strategies and tools can fit into your practice? Schedule a demo today:

Schedule a demo to see our software in action, explore our lead gen tools, and connect with our growth experts. Get ready for your best year ever!

06/11/2026

National Annuity Awareness Month exists for a reason: consumers need more clarity around how annuities work and where they may fit in a retirement plan.

A helpful resource to share this month is AnnuRetirement, the home of National Annuity Awareness Month. It was created to support greater awareness and understanding of annuities, with educational resources designed to make the conversation easier for consumers and professionals.

https://hubs.la/Q04jptN00

Special thanks to all the Stonewood partners helping advisors access these resources, including Finseca, NAFA, and NAIFA.

06/11/2026

Day 2 of Innovate Virtual is complete!

Today's sessions took a deeper dive into one of the most important planning opportunities available to clients today: Roth conversions in a post-OBBBA environment.

Attendees explored how to evaluate taxes, IRMAA, and legislative changes when building Roth conversion strategies, along with practical approaches for creating more tax-efficient retirement and legacy plans.

We also shared ideas for generating new opportunities using The Road Less Taxed and Retirement Tax Bill, and wrapped up the day by giving away a free customization of The Road Less Taxed book package, a $1,299 value, to one lucky attendee. Congratulations, Carolyn M.😀

There's still one more day to go! Register now and join us for Day 3:

Ready to grow your practice and better serve your clients? The experts at Stonewood will show you how. Register now for the Innovate Virtual Summit. Over three virtual sessions, you'll learn how to help your clients overcome legislative changes in Washington, optimize Roth conversions for today's ta...

06/10/2026

Marketing isn't just about getting attention. It's about creating conversations that turn into relationships.

That's why we were proud to partner with Steep Marketing for today's Innovate Virtual. Their advisor-focused approach helps financial professionals attract the right prospects, tell more compelling stories, and build marketing systems that support sustainable, long-term growth.

Want to see what the partnership can do for your practice? Learn more here: https://hubs.la/Q04kZTY40

And be sure to check out The Psychology of Retirement, a powerful resource designed to help advisors connect with prospects on a deeper level: https://hubs.la/Q04kZh1x0

06/10/2026

What a start to Innovate Virtual!

Day 1 delivered valuable insights on three topics that continue to shape conversations with clients: the 2026 tax outlook, Roth conversion strategies, and effective marketing for practice growth.

Attendees learned how potential tax changes could impact retirement planning, explored opportunities to create tax-efficient outcomes through Roth conversions, and discovered marketing strategies designed to help advisors reach and engage more prospects.

Missed today's sessions? There's still time to join us for Days 2 and 3. Register here: https://hubs.la/Q04kYbTm0

06/09/2026

Many clients are not just wondering if they have saved enough.

They are wondering how to turn what they saved into income they can count on - no matter what the future holds.

As so many leaders in our industry know, annuities have an important role to play in the broader discussion around retirement income, market risk, tax deferral, spousal protection, legacy planning, and strategy confidence.

June is Annuity Awareness Month, and if you’re looking for a better way to start the guaranteed income conversation with your clients, Stonewood is here to help.

Check out our Annuity Alpha program, designed to overcome the #1 misunderstanding about annuities: “Are they a good deal?” https://hubs.la/Q04jpXpZ0

06/08/2026

LAST CHANCE TO REGISTER!

We are hosting our Innovate Virtual this week. Over three days, we will walk advisors through some of the most important retirement tax planning conversations happening right now, including taxes, IRMAA, Roth conversions, legacy planning, annuities, life insurance, and client acquisition.

This is built for advisors who want to serve higher-net-worth clients, sharpen their planning conversations, and bring more value to the market.

➡️ Save your spot in seconds: https://bit.ly/4vo1PbZ

06/06/2026

Register for Innovate Virtual on June 10, 11, and 12, a free online training for advisors who want stronger tax-planning conversations, better client engagement, and more growth opportunities.
https://bit.ly/4flXuS2

06/04/2026

Less than a week away!

Join us June 10, 11, and 12 for Innovate Virtual, a free online training built for advisors who want stronger tax planning conversations, better client engagement, and more growth opportunities.

We’ll cover Roth conversions, IRMAA, legislative risk, legacy planning, life and annuity opportunities, and marketing strategies that are working in the industry.

Free to attend: https://bit.ly/43J2nxq