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Software and Reports

Our software makes IUL easy for you.

Our proposals make IUL easy for your clients.

Stonewood software transforms the IUL experience, helping advisors analyze, compare, and strengthen the savings strategies they’re offering clients.

 

IUL Proposal Software

 

Evaluate IUL savings strategies on growth, return and performance

Calculate values that matter most to a client

 

Qualified Account Analysis Software

 

Analyze how a client’s qualified account may perform in the future

Compare after-tax performance to an IUL strategy

 

Tax Analysis Software

 

Project total tax liability on a client’s IRA in retirement

Compare their tax-deferred approach to a tax-free conversion option

 

Downside Scenario Software

 

Stress test policy assumptions

Create a downside scenario based on the worst decade in S&P 500© history

 

Cost Analysis Software

 

Calculate the average annual cost of an IUL policy as a percentage of assets

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