NAIFA and Stonewood Financial have completed a partnership agreement whereby Stonewood Financial will become part of NAIFA’s Business Performance Center that provides education and legislative debriefs to members on issues concerning practice management. Additionally, the two organizations will have a presence at organizational meetings and conferences, including NAIFA’s May Congressional Conference in Washington, D.C., and its September Apex educational event in Phoenix, Arizona, and Stonewood’s spring and fall Innovate Conferences in Louisville, Ky.

“NAIFA is delighted to partner with Stonewood Financial. The synergies of the mission of our two organizations is immense,” stated Brian Steiner, Vice President of Partner Relations. “Understanding how legislative risk is tied to financial risk is a key component to providing comprehensive advice to clients. Educating advisors as to how legislative risk is tied to their practice is one of the pillars of what NAIFA does and we are thrilled to partner with another organization that can help us advance our mission.”

Stonewood Financial provides tax-focused sales, lead generation and software tools to financial advisors interested in growing their practice. Based in Louisville, Kentucky, the company helps advisors identify, quantify and address emerging retirement risks for their clients.

“We’re excited to partner with NAIFA,” said Becky Ruby Swansburg, CEO of Stonewood Financial. “We know Washington - along with its state and local partners - can have a tremendous impact on a client’s retirement approach. We look forward to educating advisors on these risks and supporting NAIFA’s important advocacy work at all levels of government.”