Stonewood Financial

National Annuity Awareness Month exists for a reason: consumers need more clarity around how annuities work and where they may fit in a retirement plan.

A helpful resource to share this month is AnnuRetirement, the home of National Annuity Awareness Month. It was created to support greater awareness and understanding of annuities, with educational resources designed to make the conversation easier for consumers and professionals.

https://hubs.la/Q04jptN00

Special thanks to all the Stonewood partners helping advisors access these resources, including Finseca, NAFA, and NAIFA.

Marketing isn't just about getting attention. It's about creating conversations that turn into relationships.

That's why we were proud to partner with Steep Marketing for today's Innovate Virtual. Their advisor-focused approach helps financial professionals attract the right prospects, tell more compelling stories, and build marketing systems that support sustainable, long-term growth.

Want to see what the partnership can do for your practice? Learn more here: https://hubs.la/Q04kZTY40

And be sure to check out The Psychology of Retirement, a powerful resource designed to help advisors connect with prospects on a deeper level: https://hubs.la/Q04kZh1x0

Less than a week away!

Join us June 10, 11, and 12 for Innovate Virtual, a free online training built for advisors who want stronger tax planning conversations, better client engagement, and more growth opportunities.

We’ll cover Roth conversions, IRMAA, legislative risk, legacy planning, life and annuity opportunities, and marketing strategies that are working in the industry.

Free to attend: https://bit.ly/43J2nxq