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Open Architecture Access to highly regarded products LFAplanner.com > Product Solutions
National Financial Services LLC One of the largest clearing providers serves as our custodian with large investments in technology and security LFAplanner.com
Affiliation Options Different models to meet your needs LFAplanner.com > My Practice > Producer Solutions > View Compensation
Referral-EDGESM Self-service tool to aggregate public information about clients and prospects NFReferral-EDGE.com
AdviceNext® Gateway A central access point for key applications or software used by advisors on a daily basis [email protected]
Lincoln Solutions Center A convenient site to manage your Lincoln Retirement Plan Services, life and annuities business [email protected]
AdviceNext Consultant Team Always the first place to go for questions, issues and concerns [email protected]
LFN Advisory Consulting Group Helps you grow your Lincoln-sponsored advisory business and provides advanced case design [email protected]
Streetscape® Online trading and research tool that monitors and manages brokerage and managed accounts LFAplanner.com > Online Tools > Investments
Preferred Client Relationship Manager Choice of industry-leading CRMs [email protected]
Financial Planning Assessment Tool Analyze financial planning software options to determine which are best for your practice LFAplanner.com > Financial Planning > Financial Planning Software
Lincoln Financial Group Fortune 500 parent company1 LFG.com
Industry Recognition The industry’s recognized financial planning professionals Investment News, 2015
Financial Planning Culture A client-centric mission to “Serve First, Last and AlwaysSM”
60 reasons we’re growing
National Planning Center Nationwide network of trained professionals for case consultation LFAplanner.com > Financial Planning > Resources
CRM Assessment Tool Identify which CRM is most appropriate for your practice LFAplanner.com > Online Tools > eSerivces
Financial Plan Manufacturing Help for advisors designing financial plans LFAplanner.com > Financial Planning > Resources > National Planning Center
Advanced Markets Online A “just in time” reference tool to find answers on complex planning issues LFAplanner.com > Office Support > Technology
Practice Transition Succession planning for your practice LFAplanner.com > My Practice > Practice Management > Strategic Business Planning > Practice Succession
60 REASONS
Market Access Programs Established partnerships with top national firms [email protected]
Planning Hotline Centralized access to financial planning support 877-PLAN111 or [email protected]
RPG Office Space Ability to be housed in a local office [email protected]
National Design Attorney team offering support on advanced cases [email protected]
PAR Professional analysis and review of life insurance Contact your Lincoln Wholesaler
LFD Support Network of Lincoln wholesalers LFD.com
Market Research Request an approach packet or referral leverage packet to aid your prospecting and referral efforts [email protected]
LFG Deferred Comp Deferred compensation plans available to advisors Plan participants can call Nolan Financial, 888 907-8633
Benefits Programs Programs including health & welfare and retirement plans LFAplanner.com > My Practice > Producer Solutions > View Compensation > View Affiliation Model Compensation
Competitive Services Current, accurate competitor information and research 866 888-9822 or [email protected]
OmniSource® Delivers consolidated statements and performance reporting LFAplanner.com > Online Tools > eServices
Dictation Services Capture, record and edit information from client meetings and transfer into your CRM LFAplanner.com > Online Tools > eServices
Imaging Options Integrated imaging options that can significantly increase the efficiency of your practice LFAplanner.com > Online Tools > eServices
Client Articles Pre-approved articles for local publication [email protected]
Masters Series Monthly video or web conferences [email protected]
National Planning Conference Three-and-a-half-day dynamic training [email protected]
Quarterly Teleconferences Regular access to senior corporate leadership [email protected]
Public Relations Toolkit Pre-approved templates to help you get your message out LFAplanner.com > My Practice > Marketing > Public Relations
Recognition and Business Development Programs Yearly trips to U.S. and international destinations [email protected]
Stock Appreciation Rights Stock Appreciation Rights (SARs) awarded to top advisors [email protected]
Seminars Pre-approved seminars and workbooks for individual and corporate clients [email protected]
Virtual University Web-based training and education [email protected]
Fall Focus In-depth seminars providing focused training [email protected]
Compliance Support Guidance in identifying and resolving regulatory issues LFAplanner.com > My Practice > Compliance
LFG Rollover Specialists Referral resource for separating plan participants [email protected]
National Underwriter Tax Facts An online resource covering Federal income, estate and gift taxation LFAplanner.com > Market Access > Tools
LinkedIn Approved social networking site LFAplanner.com > My Practice > Compliance > Sales Promotion Compliance
Retirement Planner Proposes solutions to meet clients’ income needs in retirement LFAplanner.com > Financial Planning > Calculators
Weekly Market Review Client email publication discussing recent financial happenings LFN Investment Solutions, 800 258-3648
WebEx Meetings Web-based, online meetings Lincoln IT Support Desk, 800 453-8589
Client Investment Letter
Quarterly letter updating clients on what has affected the markets [email protected]
Co-branding Ability to personally brand marketing materials [email protected]
Don’t Know Who To Call?
Claudia Wieber 860 466-1384 or [email protected]
Lincoln Financial Network is recognized as the second largest independent broker-dealer, with 8,272 advisors.
– Investment News, 2015
For recruiting and broker-dealer use only.1The Fortune 500 is an annual ranking of companies by total revenue for their respective fiscal years.
©2016 Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Network is the marketing name for Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation, affiliates of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.
CRN-1476448-04191633179LFA 4/16
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60 REASONS
The Resource Group An invitation-only group of top-tier Lincoln advisors [email protected]
Website Templates Turnkey website design support [email protected]
Sagemark Private Wealth Services Group offering sophisticated planning techniques [email protected]
FASTeam National technology training and resources 888 275-4223, Option 2, 2
Network Speed, Data Security and Wireless Enjoy greater network speed, enhanced data security and wireless access in LFA offices
Laser App® State-of-the-art, CRM-integrated form filling technology LFAplanner.com > Online Tools > eServices
PREMIER PARTNERS® Program Recognition program for top advisors [email protected] or 866 867-8437 ext. 2777
PREMIER PARTNERS®
Staff Symposium Training specific to planner staff [email protected]
Morningstar® Advisor Workstation Deep discounts on Morningstar’s powerful online advisor tools LFAplanner.com > Online Tools > eServices
