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Lincoln Financial Advisors At-A-Glance - as of 12/31/2001

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  • 2001 financial planning fees: $19.1 million, a 3.2% increase over 2000.
  • Generated almost $4.2 million in renewal planning fees from existing clients.
  • Average planning fee is almost $2,500.
  • Revenue to the broker-dealer business has grown more than three-fold in the past five years — from $37 million in 1996 to $155 million in 2001.
  • $72 billion of Lincoln Life insurance in force, sold by Lincoln Financial Advisors.
  • Average policy size in 2001: $1.009 million.
  • $18.1 billion of annuity assets sold by Lincoln Financial Advisors (35.4% of Lincoln Financial Group's total annuity assets).
  • Lincoln Financial Advisors has a total of 4,657 associates: 2,879 are registered representatives; 1,414 are field support staff; 210 are headquarters staff; 154 are broker/dealer staff.
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Securities offered through Lincoln Financial Advisors Corp., a broker-dealer, member SIPC, 1300 South Clinton Street, Fort Wayne, IN., 46802, tel: 1-800-237-3813. Advisory services offered through Lincoln Financial Advisors or Sagemark Consulting, a division of Lincoln Financial Adivsors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. It is not our position to offer legal or tax advice.
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