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

Stonewood Financial

Name: Stonewood Financial
Address: 100 Mallard Creek Road, Suite 200, Louisville, KY, 40207, US
Telephone: (502) 588-7155

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

10/17/2026

Happy Birthday to our National Sales Director, Tyler Randall!

10/16/2026

Happy Birthday to our Member Success Associate, Brayden Goins!

10/15/2026

The “Widow's Penalty” can create a retirement tax surprise many couples never see coming.

After one spouse passes away, household income may decline — but the surviving spouse can also face a very different tax picture.

That’s why we created our Widow's Penalty Calculator for financial advisors.

It gives you a simple way to illustrate the potential impact and start the planning conversation with married clients before it becomes a reality.

Try it here: https://hubs.la/Q04yB4mh0

10/14/2026

One more Roth to Revenue training before the year ends.

Join us on October 20 for practical ideas around Roth conversions, retirement taxes, prospecting, and client conversations.

Register:
https://bit.ly/4rKE9OL

10/13/2026

Have you ever shown your married clients what retirement could look like financially after the first spouse passes away?

It’s an important scenario that can easily get overlooked.

Stonewood’s Widow's Penalty Calculator gives financial advisors a simple way to illustrate the potential tax impact on the surviving spouse and turn it into a meaningful planning conversation.

Take it for a spin: https://bit.ly/4hQLQiO

10/12/2026

Our final Roth to Revenue Virtual Training of 2026 is coming up on October 20.

If you want to sharpen your Roth conversion conversations, improve your tax-planning messaging, and head into 2027 with more confidence, don’t miss this one.

Learn more and register here: https://hubs.la/Q04yY9_L0

10/10/2026

Want to head into 2027 with stronger Roth conversion conversations?

Our final Roth to Revenue Virtual Training of the year is October 20.

We’ll cover practical strategies, messaging, and planning ideas advisors can bring directly into client and prospect conversations.

Save your spot:
https://bit.ly/4hA48Dx

10/08/2026

10/07/2026

Here’s a question worth asking married clients: What could your tax picture look like if one of you were suddenly filing as single?

That conversation is at the heart of the Widow Penalty.

Stonewood’s new Widow Penalty Calculator helps advisors illustrate how the surviving spouse’s retirement tax situation could change—and gives clients a reason to start planning earlier.

Use the calculator here: https://bit.ly/4rGRuYf

10/06/2026

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

http://www.StonewoodFinancial.com/

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