Stonewood Financial

09/01/2026

September is Life Insurance Awareness Month.

For financial advisors, it’s a great reminder that life insurance deserves to be part of the broader planning conversation.

Life insurance isn’t just about a death benefit. Depending on the client and strategy, it can play an important role in:
• Protecting a family’s financial future
• Creating a more efficient legacy
• Addressing future tax risk
• Supplementing retirement income strategies
• Helping clients prepare for the unexpected

The key is helping clients understand where life insurance may fit within their overall financial plan.

Throughout September, we’ll be sharing insights, statistics, and resources advisors can use to start better life insurance conversations with their clients.

08/25/2026

LAST CHANCE TO REGISTER for the Roth to Revenue Bootcamp: https://hubs.la/Q04txPXs0

Join us today for this virtual training and learn how to turn Roth conversion conversations into opportunities for tax-efficient retirement income, annuity solutions, and practice growth.

08/22/2026

Close out the year strong!

Join us for a virtual training focused on turning Roth conversion conversations into opportunities for annuity solutions, retirement income planning, and practice growth.

Register for the Roth to Revenue Bootcamp: https://hubs.la/Q04txMvW0

If you’re looking to finish the year with stronger strategies and more opportunities, this is one to add to your calendar.

08/21/2026

You asked. We brought it back.

Register for the Roth to Revenue Virtual Bootcamp: https://hubs.la/Q04txVQC0

This virtual training is back with an even stronger annuity focus, showing advisors how Roth conversion conversations can create opportunities for retirement income planning and practice growth.

Join us online and sharpen your Roth + annuity strategy.

08/20/2026

Turn Roth conversions into revenue opportunities.

Register for the Roth to Revenue Bootcamp: https://bit.ly/4x8NXE5

Join us for a tactical session covering Roth conversion and annuity strategies designed to help advisors generate leads, create new client opportunities, and grow their practice.

Learn how to connect Roth conversations to tax-efficient retirement income and annuity solutions.

Save your spot!

08/19/2026

The Roth to Revenue Bootcamp is back, now with an even stronger annuity focus.

Register here: https://bit.ly/4qsEmW2
We’ll dive into how Roth conversion conversations can open the door to annuity opportunities, tax-efficient retirement income, and new revenue for your practice.

You asked. We answered. Don’t miss it.

08/13/2026

Have you checked out our YouTube channel lately?

https://bit.ly/4zg5JGR

We’ve given it a fresh new look and made it easier to find Stonewood content—from advisor strategies and training to marketing ideas, tax planning insights, and more.

And if you’re a Stonewood member, remember: this content can be a marketing resource, too! Share and use these videos to help communicate strategies more effectively and support the conversations you’re already having with prospects and clients.

Take a look and subscribe to the Stonewood Financial YouTube channel so you don’t miss what’s next!

Stonewood Financial helps growth-minded financial advisors build stronger practices through powerful software, proven marketing programs, and industry-leading training. Our channel delivers practical insights on retirement tax planning, sales strategies, and advisor coaching to help you grow your bu...

08/05/2026

Let's Learn Together.

The best ideas are the ones you can put to work immediately.

Join us for an upcoming webinar or training event to see our latest software, marketing strategies, and retirement planning resources in action.

We'd love to have you with us.

See upcoming events.

Access this page for more information onthe upcoming Stonewood Financial events.

08/04/2026

Give Prospects a Reason to Reach Out.

Sometimes the best marketing starts with education.

Our free retirement report helps advisors begin meaningful conversations around taxes, retirement income, and long-term planning while providing value before the first meeting.

Request today:

Request a free sample of the client-facing report top advisors use to close Roth, annuity, and legacy conversations. Customized to your client, delivered to your inbox.

07/30/2026

Turn Website Visitors Into Qualified Leads.

The Retirement Tax Bill Tool continues to help advisors generate qualified retirement tax conversations.

Now it's even better.

With new branding customization, you can personalize the experience with your firm's colors, messaging, and identity—making it feel like a seamless extension of your practice.

See how RTB works:

The Retirement Tax Bill program gives you a white-label lead capture funnel, marketing materials, client analysis software, and training. Turn tax concerns into appointments.