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Special Message
INVESTOR RELATIONS
Lincoln Financial Group Business Focus
By focusing on these three critical strategies, Lincoln Financial Group differentiates itself from its peers, continues to add value to its shareholders and stands to benefit from the next market evolution in the financial services industry, the retirement of the Baby Boomers.
- Wealth Accumulation and Protection: As an industry leader, Lincoln knows that future success requires excellence not only in its wealth accumulation and protection products, but also in meeting the next generation of market needs: retirement income and wealth transfer.
- High Net-Worth: Lincoln is a premier provider of wealth accumulation and protection products, financial planning and investment advisory services for the high net-worth market. The high net-worth market includes those individuals with investable assets of $1 million or more.
- Buyer Behavior of Baby Boomers: Approximately 80 million Americans constitute the Baby Boomer generation. Their economic, social and political influence remains unmatched and planning for retirement is on their agenda. Today Boomers are focused on asset accumulation. However, as retirement nears, their focus will shift to income distribution and preservation. Lincoln is well positioned in these areas and stands ready to serve the Baby Boomers in their retirement planning needs.
Investor Relations Update
In response to investor inquires, Lincoln National Corporation is disclosing that it has no direct investments with Bernard L. Madoff Investment Securities, LLC. Lincoln is currently gathering information to identify any indirect exposures, including potential investments made by clients of its retail investment advisory or broker/dealer businesses in Madoff managed funds. However, Lincoln believes these indirect exposures to be immaterial.
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