Join us for this exclusive opportunity to hear from Becky Ruby Swansburg, CEO of Stonewood Financial and author of TheRoad Less Taxed. Becky will provide an expert breakdown of the “One Big Beautiful Bill,” explain its impact on clients’ taxable income and share her perspective on proactive steps your clients can take today based on where the tax environment may be headed. Plus, our team will share details about an EquiTrust solution designed to offset the taxes incurred on a Roth IRA conversion.
Seats are limited — don’t miss this EXCLUSIVE opportunity!
Becky Ruby Swansburg is CEO of Stonewood Financial and an expert on legislative risk in retirement. A nationally recognized public speaker and author, Becky has trained financial professionals across the country on incorporating tax-efficient retirement strategies into their practices. She is co-author of multiple industry-leading books including The Road Less Taxed and The No-Compromise Retirement Plan. She has served as the Director of Public Affairs for Greater Louisville Inc., handled communications for several members of the U.S. Congress and government agencies, and worked in the White House Press Office.
Rob Walker
Assistant Vice President, Internal Sales
Rob joined EquiTrust in 2023 and has over 20 years of industry experience. He leads our team of internal wholesalers, ensuring EquiTrust provides valuable
support to Marketing Organizations and financial professionals by developing and implementing effective marketing and sales strategies.
EquiTrust does not offer investment advice to any individual and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.
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