Virtual Advisor Training

Gather more assets and grow your practice with IUL Declassified

Are you helping clients take advantage of the current tax environment? Advisors who’ve implemented the IUL Declassified strategy have consistently driven six-figure growth with this new approach on taxes. It’s time to discover IUL Declassified.

Target an underserved market who’s thirsty for information and drive immediate results. Increase the long-term value of your clients and prospect a younger generation—from 45 to 70 years of age.

Why IUL Declassified?

Legacy for heirs.
Power of indexing.
Tax-free retirement funds.
Access to funds with no market-value adjustment.
Adding funds for the medical costs of aging.

Get registered
We’re excited to offer you this exclusive training opportunity! Choose the dates that work best for you and your schedule.

March 1 & 2, 2021
Two-hour sessions both days from 9:00 a.m. – 11:00 a.m. CST

Meet Your Presenters

Becky Swansburg
Partner & Chief Marketing Officer, Stonewood Financial
Becky is co-author of the industry-leading books The No-Compromise Retirement Plan and The New Rules of Retirement Saving. A nationally recognized public speaker, Becky has trained advisors across the country on incorporating tax-efficient income planning and new holistic strategies into their practices.

Neil Wilding
Partner and Chief Development Officer, Stonewood Financial
Neil is one of the country’s leading experts on tax-efficient retirement income strategies. A noted author and public speaker, Neil co-developed The New Holistic advising approach and co-authored The No-Compromise Retirement Plan.