Calling all financial advisors! Elevate your practice with forward-thinking insights at our Innovate Summit Training Conference. Learn top strategies for managing taxes in retirement, legislative risks, and client engagement. Don’t miss this opportunity to grow your practice! https://hubs.la/Q02ZlRSV0
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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Join us at our Innovate Summit Training Conference, happening February 20–21, for two days packed with actionable insights: - Learn to tackle pressing retirement risks and legislative changes. - Explore innovative strategies for IRMAA, asset allocation, and product design. - Master the art of storytelling with message frames that convert. - Gain powerful marketing strategies to boost lead conversions in 2025 and beyond! Reserve your spot today: https://hubs.la/Q02YmNzv0
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In our latest newsletter, Director of Growth Marketing Jessica Scott explores strategies to turn prospects into clients using segmentation, personalized outreach, and automation. To support your efforts, we’re excited to announce a new update to the Retirement Tax Bill tool: Zapier integration! Book a demo to find out more: https://lnkd.in/g9mQH6_U
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Registration is now OPEN for our signature training conference, Innovate Summit, on February 20 and 21. Space is limited! Learn more and register here: https://bit.ly/3Z9ujcc
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Save the date for our Innovate Summit Training Conference, happening February 20–21 in Louisville, KY! This transformative training conference is your opportunity to discover fresh sales strategies, powerful lead-generation tools, compelling messaging frameworks, and innovative product designs. Elevate the way you help clients prepare for retirement while gaining insights to grow your practice. Learn more and register here: https://bit.ly/40S3xXd
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Is a Roth Conversion really worth it? In our latest newsletter, Stonewood COO Neil Wilding provides an in-depth look at Roth conversions—exploring the tax benefits, potential pitfalls, and key considerations that are often missed in mainstream discussions. Neil shares insights on why this decision requires careful planning and highlights how a Roth conversion can protect against future tax changes. Read below! #RothConversion #FinancialAdvisor #TaxPlanning #Retirement
Is A Roth Conversion Really Worth It?
Stonewood Financial，发布于领英
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Uncover your client's retirement tax bill. Request a free Total Tax Burden Report for a client of your choice. Learn more: https://bit.ly/3Asd3Ws
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Lots of talk on framing up the election at the Final CreativeOne's Taxes Declassified training of the year. These advisors are heading into 2025 full of practice development ideas for life insurance and more.
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Post-Election Newsletter Alert! ?? With the 2024 election behind us, it’s time to assess how the new administration could impact taxes, retirement accounts, and Social Security. In our latest newsletter, we dive into key topics like potential tax changes and Roth conversion opportunities, the future of Social Security, and what to expect from new legislation and government spending. Read below and let us know your thoughts in the comments! #TaxPlanning #Retirement #Election2024 #FinancialAdvisor #StonewoodFinancial
Post-Election Insights: What’s Next for Taxes, IRAs and Social Security
Stonewood Financial，发布于领英