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As a CPA, you are your clients' most trusted advisor. Along with that trust, your clients have Confidence that you will provide the products and services necessary for their financial well-being today, and tomorrow. Lincoln Financial Advisors can help you enhance that trust and confidence. We can help you and your clients to meet their financial objectives by providing a full spectrum of financial products and services.
LFA SolutionsLincSM for CPAs
LFA SolutionsLincSM for CPAs enables you to deliver optimum value to your clients. It allows you to maintain your advisor role, while you become the team leader in the delivery of planning-based financial services and products.Once you are properly licensed, we provide you or your firm with the ability to participate in planning fees and commissions when solutions are implemented. By using this method, you:
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Will be able to maintain a position of trust and objectivity.
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Will not have to become a salesperson — a role you may not wish to assume — and one for which you may not have the necessary training or background.
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Will not have to acquire an additional high level of knowledge and expertise in a different field in order to deliver suitable and appropriate recommendations in the many areas of financial and investment planning.
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Will not have to research and develop your own training procedures and compliance guidelines — we do that for you.
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Will not have to give up your tax/accounting practice.
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LFA SolutionsLincSM Advantages
Take a look at some of the benefits you can enjoy with LFA SolutionsLincSM for CPAs:
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You will have access to the financial strength and integrity of Lincoln Financial Group (the marketing name for Lincoln National Corporation and its affiliates). Through its affiliates, Lincoln Financial Group had over $94 billion in assets and $6.4 billion in annual revenues through 2001.
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You and/or your firm can significantly increase revenues thorough referrals or commission sharing.
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You and your partners can enroll in our planners' Errors & Omissions liability insurance program.
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You can become affiliated with Lincoln Financial Advisors (a registered investment advisor).
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You can become a NASD-registered representative of our broker-dealer.
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You and your clients will enjoy access to a wide spectrum of premier financial services and products from leading companies in the industry.
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You can earn continuing education credits through a variety of seminars and training programs.
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You will be supported by our compliance, technology, licensing and marketing departments.
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We will indemnify you and your firm from action brought forth by referred clients for services performed by our planners.
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