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Strategic Business Planning

Once you join our network, the first step toward success requires building a firm business foundation. Our Strategic Business Planning tools provide everything you need to get your practice moving, establish the services and offerings that set you apart, and create a productive working environment for your employees. The Strategic Business Planning services we offer include:

  • Business Planning Templates
  • Practice Deliverables
  • Planner Group Prenup
  • Joint Work Agreement
  • Associate Planner Joint Work Agreement

Lincoln Financial Network is the marketing name for Lincoln Financial Securities Corp. and Lincoln Financial Advisors Corp., both members of FINRA and SIPC and affiliates of Lincoln Financial Group.

Hello future.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance
company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN,
and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products
distributed by broker/dealer-affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities
and investment advisory services offered through other affiliates. Explore Lincoln.