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Welcome to the Lincoln Financial Advisors and Sagemark Consultants web site, designed especially -- and exclusively -- for the financial professional.

Please register to take advantage of the valuable support we provide to help you build your business.

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What's inside LFAPlanner.com

Home:
  • Quick links to the most commonly accessed content on LFAPlanner.com
  • Links to Regional Websites
News & Info:
  • Spotlight items and LFA News announcements
  • LFA Communications, such as: AdvisorLinc and Network News
  • VideoLinc Calendar, reservations and handouts
  • Meeting and forum calendars
LFA-Sagemark University::
  • Planner
  • Planner Staff
  • Management/Staff
  • Product
  • Technology
  • Meetings/Events
  • Audio/Visual
  • Continuing Education
  • Resources
Market Access:
  • Approach/Bridges, includes Capabilities Brochure and supporting marketing materials
  • Compliance manual, resources and training information
  • Setting up your website with E-Business
  • Prospecting information, such as By-Lined Articles, Client Letters and Seminars
  • Access Advisor Direct, Full Service Brokerage, SolutionsLinc, Financial Institutions and PEOConnect
  • Utilize Questionnaires, form letters and calculators
Financial Planning:
  • Technical Overviews, Presentations, Sample Agreements and Calculators for Business Succession Planning
  • Contracts and forms for Estate and Investment planning
  • Retirement planning sales concepts and seminar information
  • Fee Based Planning procedures
  • Compliance letters and brochures
  • Calculators for Wealth Accumulation, Wealth Preservation and Transfer and Wealth Distribution
Product Solutions:
  • Lincoln Annuity, as well as Fixed, Variable and Immediate Annuity information
  • Link to PEOConnect and 401Konnect tools
  • Everything you need to work with Lincoln Life Products like forms, information and research tools
  • LincSolutions training, News Bulletins and Alerts
  • Asset Management Programs
  • Mutual Fund information
  • Brokerage Accounts and Services
  • FAQs, Contact Lists, forms and access for Trust Services (AG&T)
Online Tools:
  • Software updates, support and FAQs for LincSTAR
  • Quick links to Pending Status, Underwriting Requirements Tools and SMARTWorks
  • Lincoln Life Forms
  • Access the Lincoln Premier website and LFA-Sagemark CPR Online Reports
  • Retrieve Online Forms
  • Utilize Client Tools, such as myStreetscape
  • Access Planner Tools, to include CashEdge, Streetscape, CPR and Fixed Income Securities
My Practice:
  • Strategic planning and staffing solutions
  • Operational solutions
  • Everything you need to know about Compliance issues/topics
  • Client and Planner marketing material
  • National Design
  • Producer Services information, such as compensation, honors and recognition
  • Hardware/Software information like contacts, leasing information, policies and support
  • Comprehensive list of all training and step-by-step information
  • Register for VideoLinc and access handouts for sessions
Office Support::
  • Activity tracking tools
  • Recruiting material, such as plans, videos and programs
  • Support information and links for Advisor Workbench, Outlook, MS Office and hardware issues
  • Calendars for current events, to include Cycle Seminar, Chairman's Council, Planning Forums, etc.
 
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