Harness our collective 325+ years of experience to develop robust strategies for your clients. As members of many consortiums for advanced planning encompassing estate planners, CPAs, and product specialists, we have the knowledge to craft advanced cases.
We live and breathe half birthdays and underwriting. We have a team of underwriting experts, and former heads of carrier underwriting divisions. Our team can identify carriers who have an appetite for various impaired risk to gain client coverage.
Cultivate mass affluent clients through tax-focused marketing strategies by gaining access to our exclusive lead generation programs. Benefit from our proven, turnkey seminar and on-demand webinar solutions, complete with dedicated registration support and our proprietary client management dashboard for streamlined follow-ups and enhanced conversion rates.
Enhance your client reviews and ensure they own the most competitive products that fit their current needs.
Navigate financial and medical records with an analytical lens, identifying opportunities to mitigate medical concerns or underscore financial strengths.
Leverage our preferred partnerships for premium financing solutions.
Explore advanced markets to devise wealth strategies that recognize life insurance as an asset.
Differentiate your practice with impactful point-of-sale tools from Stonewood Financial. Ask us how you can get the first year for free.
Unlock hidden sales opportunities. Discover how to take a $10k target premium case to $30k. We help transform apparent needs into stronger sales opportunities for your practice.
We offer comprehensive solutions to seamlessly integrate insurance offerings into your investment advisory services. Our expertise serves to distinguish your firm, bolster new revenue avenues, and accelerate key milestones achievements. Eliminate the lack of knowledge, suitability complexities, and life insurance barriers.
Encountering operational challenges can be a setback, but with our seasoned IMO operations team, boasting an unrivaled 25+ years of experience, you're in capable hands. We're not just problem solvers; we're proactive partners who genuinely invest in the fluidity and success of your cases.
Navigating the confines of the captive industry can be restrictive. We provide agents from captive carriers such as companies like Mass Mutual, Northwestern Mutual, and American General with an expanded portfolio to remain competitive. Engage with us when you need to revitalize dwindling opportunities or when vying for business in a competitive market. See how Mass Rep went from $20M to $75M AUM.
Our team holds extensive expertise in augmenting the business of annuity-centric advisors with new, lucrative revenue channels. Utilize our deep-rooted experience in annuity contracts to address forthcoming RMD obligations and wealth transfer needs. We're equipped with innovative strategies to seize opportunities, enhancing your client engagement and bolstering your sales footprint with our proven sales systems and leading marketing resources. Learn how we empower you.
We partner with family offices and privately held businesses. In today’s self-made era, independent business owners hold the majority of America’s wealth, and the need for strategic financial planning has never been more crucial. We provide comprehensive planning with table-side support. Our team includes planners who have developed plans for several S&P 500 Index firms.
We’re a premium insurance brokerage partner to help firms build insurance opportunities alongside robust reporting. Your reps and advisors have access to at-cost marketing support. Our marketing helps drive risk management opportunities as well as securities business, making it an invaluable differentiator for a brokerage—specifically those who are in expansion mode and are appointing junior advisors and reps.