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Marketing Support and Services

The first step to establishing a new practice — and a necessary part of revitalizing an existing practice — is setting up a marketing program that fits the needs of your business and market. Our marketing support and services will supply you with the materials you need to put a plan together and the information you need to keep your marketing fresh and effective.

Marketing Questionnaire
We'll provide you with a list of questions that will help you develop your marketing plan.

Marketing Plan Template and Sample
This helpful template is a reference you can use when developing your own plan.

Market Access Grids
Learn instant-access, medium-term and long-term marketing activities you can use.

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.

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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.