Missed our recent Roth Done Right webinar? No problem—the recording is ready for you! See how our powerful software helps optimize Roth conversions, reduce taxes and IRMAA, and elevate your client services. Watch now: https://hubs.la/Q03c4byQ0
关于我们
Our services are designed for one bold purpose: To transform your business. With Stonewood software, turn-key marketing programs, and training and coaching, you get access to proven sales and marketing approaches — and the tools to close business with them. Seminars and lead generation tools for prospecting. Brochures and handouts for client meetings. Customized client reports to close business. It's a complete package sure to power you to success. Advisors use our tools to: Grow their practices Diversify their client offerings Stay compliant in today’s regulatory environment Join our subscription-based website at StonewoodFinancial.com. Connect with us on social media: Twitter: https://twitter.com/stonewoodiul Facebook: https://www.facebook.com/StonewoodFinancial/
- 网站
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https://www.StonewoodFinancial.com
Stonewood Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- St Matthews，Kentucky
- 类型
- 合营企业
- 创立
- 2001
- 领域
- Indexed Universal Life Insurance、Annuity、Taxes、Legislative Risk、Income Risk、Tax Risk、Lead Gen、Marketing 、Software 、Client Reports、Training和Books
地点
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主要
获取路线
100 Mallard Creek Rd
Suite 200
US，Kentucky，St Matthews，40207
Stonewood Financial员工
动态
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See Roth Done Right in action! Request a sample report to experience how our software simplifies Roth conversions—making them clearer, easier, and more compelling for your clients. Get your free sample today: https://hubs.la/Q03c48F70
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Many advisors focus on Roth Conversions to hedge against rising taxes, but what about the hidden risks of continuing to defer IRA money? From exponentially expensive growth to the widow’s penalty and IRMAA surcharges, the costs of waiting can add up fast. Check out our latest newsletter from our COO, Neil Wilding, to explore these risks in detail. ?? If you’d like to learn more, join us for our webinar on March 25 at 1:00 ET: https://lnkd.in/gCk8VFxC #RetirementPlanning #RothConversion #TaxStrategy
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If you missed our recent Roth Done Right webinar, don't worry—the recording is available! Discover how our innovative software can help you optimize Roth conversions, minimize taxes and IRMAA, and enhance your client services. Watch the recording here: https://bit.ly/4koKJ9k
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Are your clients prepared for the rising risk of IRMAA surcharges? Stay ahead by downloading our complimentary IRMAA guide today. Equip yourself with strategies to help clients minimize these government fees in their retirement plans. Get your complimentary copy now: https://bit.ly/3DrwHmL
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Want to see Roth Done Right in action? Request a sample report and discover how our software makes Roth conversions clearer, easier, and more compelling for your clients. Get your free sample here:https://hubs.la/Q038FCP00
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If you missed our recent Roth Done Right webinar, don't worry—the recording is available! Discover how our innovative software can help you optimize Roth conversions, minimize taxes and IRMAA, and enhance your client services. Watch the recording here: https://bit.ly/3DjSzR5
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What the 2024 Medicare Trustees Report Means for Your Clients ?? Government reports aren’t exactly light reading, but they do offer powerful insights—especially when it comes to the financial future of retirees. Stonewood Financial CEO Becky Ruby Swansburg breaks down the 2024 Medicare Trustees Report and what it reveals about rising Medicare costs, IRMAA surcharges, and the growing impact on retirement income. Read our latest newsletter below, and let us know your thoughts in the comments! #Medicare #IRMAA #RetirementPlanning #TaxPlanning #FinancialAdvisors #StonewoodFinancial #RothDoneRight
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If you missed our recent Roth Done Right webinar, don't worry—the recording is available! Discover how our innovative software can help you optimize Roth conversions, minimize taxes and IRMAA, and enhance your client services. Watch the recording here: https://hubs.la/Q038F1080
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Help your clients navigate the complexities of IRMAA surcharges with our free, comprehensive guide. Stay informed about potential increases and learn effective strategies to minimize these fees in retirement planning. Download your complimentary IRMAA guide today! https://hubs.ly/Q038Dy7h0
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