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Financial Planning Tools

We provide a number of financial planning tools that can make your job easier, your processes more convenient, and the advice you offer your clients more customized for their specific needs. Use them to improve your presentations and generally enhance the quality of your service.

Advisor Workbench
This proprietary software system gives you the power to generate cash flow modeling, generate illustrations, and prepare customized reports for your clients. The most popular feature is its ability to create financial analyses for your clients, allowing you to assess the potential impact of life changes. This tool is especially helpful when it comes to quarterly client reviews.

Lincoln Advanced Planning
This interactive tool will help you create comprehensive financial plans for clients including advanced estate, retirement, and investment planning, as well as business and stock option modeling. It also allows you to develop effective client presentations.

eLSPT Electronic Planning Tool
This tool, which is fully integrated with Lincoln Financial's Account Aggregation database and asset classification database, was designed to analyze investment portfolios and make generic portfolio recommendations. eLSPT includes Efficient Frontier and Monte Carlo analysis based on our forward-looking capital market assumptions. The output can be utilized as a stand-alone presentation or as part of a financial plan.

Insurance Concept Sales Tool
This tool allows you to quickly design illustrations for insurance products, allowing you to compare products based on the variables present in a specific plan.

Advanced Marketing Sales Themes
Advanced sales themes determine the correlation between your clients' identified needs and your recommendations in a variety of areas including deferred compensation, executive bonus, economics of gifting and life insurance, and premium financing. These themes also include a host of calculators and client presentations to help you maximize your selling effectiveness.

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.