IUL Declassified Session #1: Solving your clients’ pain in today’s market.
  • Welcome & Why IUL Now
  • Solving Your Client’s Biggest Pains: Taxes, Growth and Flexibility
  • Developing & Delivering New Holistic Retirement Plans
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    Neil Wilding
    Partner & Chief Development Officer for 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.
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    Becky Swansburg
    Partner & Chief Marketing Officer for Stonewood Financial
    Becky Ruby Swansburg is Partner & Chief Marketing Officer for Stonewood Financial, and 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.