LFD Registration

Frequently Asked Questions



What access do I qualify for?

Everyone who registers receives immediate access to selected areas of our web site.  These include product and performance information, commentary, sales tools and ideas and strategies for working with your individual and business clients.

Your credentials will be reviewed and within 24-48 hours, you will be upgraded to the access your requested:

  • Producers without FINRA registration:  You will keep the same access.
  • Producers with FINRA registration, back office personnel or an LFD, LFA or other Lincoln employee:  You will also have access to National Underwriter's Tax Facts, National Underwriter's e-learning CE courses, Thompson Financial hypotheticals and software downloads.
  • LFD employees:  You will also have access to our Employees Only section with information from support departments and channel-specific information.

Please explain the Promotional Code.

The Promotional Code is for Customers only.  It is provided by your LFD wholesaler.  Please contact your LFD wholesaler for more information.

Please explain the categories Financial Professional and Lincoln Employee and their subcategories.

These determine your access level.  Under Financial Professional, your choices are Producer and Back Office:

  • Producer is any financial intermediary.
  • Back Office is for personnel whose work with financial intermediaries requires them to have Producer-level access.

Under Lincoln Employee:

  • LFD is for Lincoln Financial Distributors' wholesalers and other employees.  When selecting LFD, you must select a channel category as well.
  • Other Lincoln Company is for Lincoln personnel with Delaware Investments, First Penn-Pacific Life Insurance Co., Lincoln National Life Insurance Co. including Lincoln Life and Lincoln Retirement, Lincoln Life & Annuity Company of New York.

Under Lincoln Employee - LFD:

  • MGA is for Marketing General Agent Channel.
  • Wire is for Wire/Regional Channel.
  • American Legacy represents the American Legacy Channel.
  • Bank represents Bank Channel or Financial Institutions Division.
  • IP is for Independent Planner Channel.
  • Other is for Campaign Marketing, Human Resources, Information Technology, etc.

How do I select a user name?

  • User names are case sensitive.  If you use capital letters in your user name when you register, you must always use capital letters whenever you log in.
  • It cannot contain spaces.
  • It cannot contain any symbols like   / \ " ' * ; - ? [ ] ( ) ~ ! $ { } < > # @ & |
  • There is no minimum or maximum length for user names.
  • You can use all letters or all numbers or any combination of letters and numbers.
  • It is best to select something familiar so it will be easy to remember.  Perhaps, a use name that you use daily at your office.
  • Note:  LFD Employees must use their standard user id in order to get access to Sales reporting in the Employees Only section.
  • But remember, do not let anyone have your user name. Do not write it down and place it where someone can easily find it.

I'm an LFD employee. What is my standard User Id?

Your standard user id is the id you use each day to log in to your computer at the office

How do I select a password?

  • Passwords are case sensitive.  If you use capital letters in your password when you register, you must always use capital letters whenever you log in.
  • A password cannot contain spaces
  • It cannot contain any symbols like   / \ " ' * ; - ? [ ] ( ) ~ ! $ { } < > # @ & |
  • It must be at least 8 characters in length.
  • You must include at least one number and one letter.
  • It must be different from your user name.
  • It is best to select something familiar so it will be easy to remember.  Perhaps, a password that you use daily at your office.
  • If you have a regular password that you would like to use, but it does not have a number, simply add a number at the end.  This way you will have an easier time remembering it
  • If you have a regular password that you would like to use, but it isn't long enough, simply add additional letters or numbers at the end.  This way you will have an easier time remembering it
  • But remember, do not let anyone have your password.  Do not write it down and place it where someone can easily find it.

Company TIN

This applies to advisors who are a principal of their company.

Please explain Pending Status and Account Access.

  • Lincoln Life Pending Status:  This is a feature that allows life insurance producers to track their new business.  Select this if you are a Life Insurance Producer with FINRA registration who does business with LFD and currently has pending business.
  • Lincoln Retirement Client Account Access:  This is a feature that allows financial intermediaries to follow their clients' annuity accounts.  Select this if you are a Producer with FINRA registration who does business with LFD and currently has client annuity accounts through Lincoln Retirement.
  • Delaware Retirement Client Account Access:  This is a feature that allows financial intermediaries to follow their clients' retirement plan accounts. Select this if you are a Producer with FINRA registration who does business with LFD and currently has client retirement plans through Delaware Retirement.

Please explain the User Account Disclosure.

In order to complete the registration process, you must agree to these terms for Compliance reasons.  If you do not agree, you will not be able to enter the Financial Professionals section of the web site.  However, you will be able to access the public areas of LFG.com.

Close Window       Print Window