IUL Declassified

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The New Rules of Retirement Saving Book A workbook to accompany The New Rules of Retirement Saving book.
Custom Book Program Learn how to customize the New Rules and No-Compromise books for your practice.
Radio Questions
Guidelines for IRA Conversions: How Much to Convert How to determine the portion of your client's IRA to convert to IUL.
No-Compromise Webinar | Sample Email Invitation Copy Hosting a webinar for your clients? Here is some sample email copy you can use to build an invitation.
Client Brochure | New Rules of Retirement Saving A guide to discussing the New Rules client brochure with your clients.
IUL vs. Whole Life Curious whether Whole Life or IUL brings more value to your client? Find out what to evaluate.
Client Brochure | No-Compromise Retirement Plan A guide to discussing the No-Compromise client brochure with your clients.
Tax, Income and Risk Worksheet Summarize your client's tax savings, increased income, and reduced risk on this one-page sheet. Home Marketing Resources View: Tax, Income and Risk Worksheet
White Paper: IRA-to-IUL Conversion Strategy Educate clients on the IRA-to-IUL conversion strategy with this actuary-authored white paper.

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Wealth/Legacy & Tax Analysis A guide to presenting the Wealth/Legacy & Tax reports to your clients.
Annotated Income Tax Existing - Guidelines for running Income & Tax Analysis Reports for your Baby Boomer clients.
Annotated Income Tax Simplify Illustration - Simplify the Illustration Guidelines for running Simplify the Illustration Reports for your clients.
Income Tax Future IUL - Guidelines for running Income & Tax Analysis Reports for your clients.
Simplify the Illustration Guidelines for running Simplify the Illustration Reports for your clients.
Cost Analysis Guidelines for running Cost Analysis Reports for your clients.
Income Tax Future QA
Tax Wealth Existing QA 2020
Cost Analysis Ready to present a Cost Analysis to your client? This script will tell you what to say on each page of the report.
Tax Income Existing IUL 2020 - No-Compromise Retirement Plan | Existing Assets
Tax Wealth Existing IUL 2020 - No-Compromise Retirement Plan | Existing Assets

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Downside Chart 9 - Establishing the downside scenario for an index with a 9% cap.
Downside Chart 11 - Show your client the power of indexing during the worst decade in S&P history.
Downside Chart 10 - Establishing the downside scenario for an index with a 10% cap.
Downside Chart 10.5 - Establishing the downside scenario for an index with a 10.5% cap.
Downside Chart 12.5 - Establishing the downside scenario for an index with a 12.25% cap.
Downside Chart 11.5 - Establishing the downside scenario for an index with a 11.5% cap.
Downside Chart 13 - Establishing the downside scenario for an index with a 13% cap.
Downside Chart 13.5 - Establishing the downside scenario for an index with a 13.5% cap.
Downside Chart 12 - Establishing the downside scenario for an index with a 12% cap.

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The Power of Indexing (12% cap) - This signature chart illustrates the power of indexing by comparing performance of the S&P 500 and performance of an index strategy.
Power of Indexing (10% cap) - Power of Indexing chart with a 10% cap
The Power of Indexing (9% cap) - This signature chart illustrates the power of indexing by comparing performance of the S&P 500 and performance of an index strategy.
The Power of Indexing (13% cap) - This signature chart illustrates the power of indexing by comparing performance of the S&P 500 and performance of an index strategy.
The Power of Indexing (11% cap) - This signature chart illustrates the power of indexing by comparing performance of the S&P 500 and performance of an index strategy.
The Power of Indexing (11.5% cap) - This signature chart illustrates the power of indexing by comparing performance of the S&P 500 and performance of an index strategy.

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Cost Analysis Guidelines for running Cost Analysis Reports for your clients.
Elevator Speech Enhancements Add these proven phrases to your description of what makes your practice unique.
Income & Tax Analysis - Future Contributions Guidelines for running Income & Tax Analysis Reports for your clients.
Simplify the Illustration Guidelines for running Simplify the Illustration Reports for your clients.
Annotated Income Tax Simplify Illustration
Client Pre-Approach Letter Download compliance-approved letter samples for marketing the books and tax program.
Taxes - The Cost of Paying Later (25% tax liability) - A generic example of the taxes a saver defers while saving, compared to those he incurs while spending in retirement.
New Rules of Retirement Saving - Tell the 401(k) alternative story through this brochure.
Power Point Presentations - The New Rules of Retirement Saving

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TV & Radio Show Topics Looking to discuss IUL strategies on your TV or Radio show? Here are some topics to get you started.
Seminar Response Sheet - Use this evaluation and response sheet after presenting the No-Compromise seminar. Can be customized for your practice.
Sample Invite - Working on an invitation to your seminar or workshop? Here's some sample copy to get you started. Home Marketing Resources View: Seminar Invitation: Sample | The No-Compromise Retirement Plan
Wealth & Tax Analysis - Existing Assets Guidelines for running Legacy & Tax Analysis Reports for your Baby Boomer clients.
Income & Tax Analysis - Existing Assets Guidelines for running Income & Tax Analysis Reports for your Baby Boomer clients.
The No-Compromise Retirement Plan Book Use this client workbook when marketing the No-Compromise Retirement Plan book.
Power Point Presentations - The No-Compromise Retirement Plan

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Power of Indexing Show your client how indexing can provide growth potential and downside protection.
Power of Indexing (11.5% cap)_CO Show your client how indexing can offer upside potential and downside protection.
The Worst Decade in S&P 500(R) History Set the stage for the downside scenario. This handout shows performance of the S&P 500 during its worst decade in history.
Power of Indexing (11% cap) - Show your clients the power of indexing to manage market risk at an 11% cap.
Power of Indexing (12% cap) - Show your client the power of indexing to manage market risk at a 12% cap.
S&P 500 from 2000 through 2019 Show your client the volatility the market has experienced this century. This handout shows the performance of the S&P 500 since 2000.
Annotated Income Tax Existing - Existing Assets Guidelines for running Income & Tax Analysis Reports for your Baby Boomer clients.
Brochure No Compromise - Tell the IRA-to-IUL conversion story through this brochure.
Worksheet Tax Wealth Risk - A client worksheet evaluating tax, wealth (no income) and risk in a qualified account and IUL.
Evaluating Tax, Income & Risk Please add your company's name and phone number to the white space at the top of this brochure.
Seminar Direct Marketing Partners Ready to host a seminar? Learn about Stonewood's turn-key direct marketing partners.
5 Benefits of IUL Client brochure outlining 5 powerful benefits of IUL - and why it's being recommended to your client.

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Power Point Presentation - Baby Boomer
Sample | The New Rules of Retirement Saving Working on an invitation to your seminar or workshop? Here is some sample copy to get you started.

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