Close

I have a Retirement Account, Annuity Account, Life Insurance Policy, Group Benefits Policy or Brokerage Account.

Close

I administer my company's Retirement Plan, Group Benefits Plan or LifeComp® policy.

Close

I was hired by an employer to provide administrative services for a Retirement Plan or Group Benefits Plan.

Close

I sell or want to start selling Lincoln products or I am support staff or a sales assistant.

Close

I am a dentist or work in a dental office and need to verify patient eligibility.

  • Find resources Find resources
    • Life insurance
    • Long-term care
    • Annuities
    • Disability insurance
    • Retirement plans
    • Employee benefits
    General inquiries General inquiries
    • Find a financial advisor
    • Lost policy inquiry
    • Unclaimed property
    • Report fraud
    • Company directory
    • FAQs
Individual
  • Individual
  • Employer or Organization
  • Industry Professional
  • Contacts, forms & claims
    Find resources Find resources
    • Find resources
    • Life insurance
    • Long-term care
    • Annuities
    • Disability insurance
    • Retirement plans
    • Employee benefits
    General inquiries General inquiries
    • General inquiries
    • Find a financial advisor
    • Lost policy inquiry
    • Unclaimed property
    • Report fraud
    • Company directory
    • FAQs
  • Careers
  • Register
  • Log In
    Log In
    Next
    • Forgot username?
    • |
    • Register
Lincoln Financial Group
  • Explore insurance & annuities
    Explore insurance & annuities
    Life Insurance
    Life Insurance
    • Life Insurance
    • Life Insurance
    • Term life
    • Universal life
    • Indexed universal life
    • Variable universal life
    • View my policy
    • Getting coverage should be easy
      Getting coverage should be easy
      • Getting coverage should be easy
      • Getting coverage should be easy
      • Think life insurance is too expensive?
      • A simple process for applying for life insurance
      • Opportunities for lower premiums
      • Own a business?
      • Need a significant amount of coverage?
      • Live outside of the U.S.?
    Annuities & protected income
    Annuities & protected income
    • Annuities & protected income
    • Annuities & protected income
    • Annuities 101
      Annuities 101
      • Annuities 101
      • Annuities 101
      • Add protected income
      • Cost of annuities
    • What type is right for me?
    • Fixed annuities
    • Variable annuities
      Variable annuities
      • Variable annuities
      • Variable annuities
      • Optional features
    • View my account
    Employee benefits
    Employee benefits
    • Employee benefits
    • Employee benefits
    • Making coverage choices
    • Our workplace insurance products
      Our workplace insurance products
      • Our workplace insurance products
      • Our workplace insurance products
      • Term life and AD&D insurance
      • Short-term disability insurance
      • Long-term disability insurance
      • Dental insurance
      • Accident insurance
      • Critical illness insurance
      • Vision insurance
    • Find a Dentist
    • Find a vision care provider
    Long-term care planning
    Quick Links
    • Cybersecurity
    • File a claim
    • Find a lost policy
    • Find an advisor
    • Performance and prospectus center
    • Site FAQs
    • View cost of care map
  • Manage your retirement account
    Manage your retirement account
    Your workplace plan
    Your workplace plan
    • Your workplace plan
    • Your workplace plan
    • Get started
    • Invest wisely
      Invest wisely
      • Invest wisely
      • Invest wisely
      • Manage market volatility
    • Save more
    • Retire well
    • Life events
    • View account balance
    • Download forms
    Quick Links
    • Cybersecurity
    • File a claim
    • Find a lost policy
    • Find an advisor
    • Performance and prospectus center
    • Site FAQs
    • View cost of care map
  • Plan your financial future
    Plan your financial future
    The (Un)Spoken Plan
    Create a financial plan
    Create a financial plan
    • Create a financial plan
    • Create a financial plan
    • Save for retirement
    • Protect your family
    • Pay for education
    • Provide a financial legacy
    Plan for the unexpected
    Women take charge
    Work with a financial advisor
    Work with a financial advisor
    • Work with a financial advisor
    • Work with a financial advisor
    • Types of financial advisors
    Reach your goals
    Reach your goals
    • Reach your goals
    • Reach your goals
    • Start with our questionnaire
    Life expectancy calculator
    Calculators and tools
    Quick Links
    • Cybersecurity
    • File a claim
    • Find a lost policy
    • Find an advisor
    • Performance and prospectus center
    • Site FAQs
    • View cost of care map
  • About us
    About us
    Company overview
    Company overview
    • Company overview
    • Company overview
    • History & timeline
    • Financial strength
    • Family of companies
    • Leadership
    • Diversity & inclusion
      Diversity & inclusion
      • Diversity & inclusion
      • Diversity & inclusion
      • Creating an inclusive workplace
      • Driving business in our markets
      • Building partnerships in our communities
      • Expanding supplier diversity
    • Corporate responsibility
      Corporate responsibility
      • Corporate responsibility
      • Corporate responsibility
      • Responsible business practices
      • Environmental impact
      • codeLinc coding challenge
    • Corporate governance
    • Awards & recognition
    • Advertising & sponsorships
    • Cybersecurity
      Cybersecurity
      • Cybersecurity
      • Cybersecurity
      • Our cybersecurity program
      • How we protect your account
      • A shared responsibility
    • Lincoln Financial Field
    Newsroom
    Newsroom
    • Newsroom
    • Newsroom
    • Lincoln Tweets
    Lincoln Financial Foundation
    Lincoln Financial Foundation
    • Lincoln Financial Foundation
    • Lincoln Financial Foundation
    • Community giving
    • Celebrate Lincoln's Legacy
      Celebrate Lincoln's Legacy
      • Celebrate Lincoln's Legacy
      • Celebrate Lincoln's Legacy
      • Oral histories
      • Legacy events & awards
      • Curriculum
      • Anthology: We Stood Up
    Investor Relations
    Investor Relations
    • Investor Relations
    • Investor Relations
    • Events & webcasts
    • Financial information
      Financial information
      • Financial information
      • Financial information
      • Earnings
      • SEC filings
      • Statutory statements
      • Annual filings
      • Ratings
    • Shareholder resources
      Shareholder resources
      • Shareholder resources
      • Shareholder resources
      • Quotes and charts
      • Historical prices
      • Analyst coverage
      • Warrants
      • Stock dividend history
    Careers
    Careers
    • Careers
    • Careers
    • Students & recent grads
    • Experienced professionals
    • Advisors & planners
    Quick Links
    • Cybersecurity
    • File a claim
    • Find a lost policy
    • Find an advisor
    • Performance and prospectus center
    • Site FAQs
    • View cost of care map
  • Quick Links
    Quick Links
    Cybersecurity
    File a claim
    Find a lost policy
    Find an advisor
    Performance and prospectus center
    Site FAQs
    View cost of care map
  • Individual
  • Employer or Organization
  • Industry Professional
Lincoln Financial Group Logo
Search
Close
Search
Close
Menu
Close
  • Home
  • Executive benefit planning tool

Executive benefit planning tool

Find out what strategy may help your small business owner client.

What is the business type?

For profit
Not for-profit

Is the goal to create a benefit for the owner or employee?

Owner
Employee

How is the business organized?

Pass-through
C-corp

Which of these considerations is most important?

Receiving a current deduction on benefits paid
The need for business control
Back
Partner with us

Learn more about business planning with life insurance

Call 855-831-7067

Log in
Next

Not registered? Register now.

  • Fund Profile
  • Fund Performance
  • Unit Values
Overview (as of {{invescoOverlay.fundPortFolioDate}})
  • Fund Inception Date {{invescoOverlay.funDetail.fundInceptionDate}}
  • Fund Asset Size ${{invescoOverlay.funDetail.totalFundAssets}} M
  • Average Market Cap ${{invescoOverlay.funDetail.averageMarketCap}} M
  • Price/Book Ratio {{invescoOverlay.funDetail.priceBookRatio}}x
  • Price/Earnings Ratio {{invescoOverlay.funDetail.priceEarningsRatio}}x
  • Dividend Yield {{invescoOverlay.funDetail.dividendYield}}%
Export: PDF
  • Top 10 Holdings
  • Total {{invescoOverlay.totalHolding}}%
  • {{listOfCompany.companyName}} {{listOfCompany.pct}}%
Risk Disclosure(s)

{{invescoOverlay.yearName}}
Inception Date: {{invescoOverlay.fundInceptionDate}}

Export: PDF Excel
  • Performance %
  • Change from Previous Day {{invescoOverlay.performanceData.changeFrmPrevDayPerformance}}0
  • YTD as of {{invescoOverlay.fundPerformanceData.fullperfData.productPerformance.lastDailyPerfDate}} {{invescoOverlay.performanceData.perfValueYtd1}}0
  • YTD as of {{invescoOverlay.fundPerformanceData.fullperfData.productPerformance.monthlyPerformanceYtd2Date}} {{invescoOverlay.performanceData.perfValueYtd2}}0
  • 1 Month {{invescoOverlay.performanceData.perfValueOneMonth}}0
  • 3 Month {{invescoOverlay.performanceData.perfValueThreeMonth}}0
  • 1 Year {{invescoOverlay.performanceData.perfValueOneYear}}0
  • 3 Year {{invescoOverlay.performanceData.perfValueThreeYear}}0
  • 5 Year {{invescoOverlay.performanceData.perfValueFiveYear}}0
  • 10 Year {{invescoOverlay.performanceData.perfValueTenYear}} 0
  • Since Inception{{invescoOverlay.performanceData.perfValueSinceInception}} 0

Risk Disclosure(s)
  • Separate Account Inception Date {{invescoOverlay.funDetail.uvInceptionDate}}
  • Year End {{invescoOverlay.fundPerformanceData.fullperfData.productPerformance.lastUnitValueYearDate}} unit value ${{invescoOverlay.funDetail.unitValueLastYear}}
  • Daily as of {{invescoOverlay.fundPerformanceData.fullperfData.productPerformance.lastUnitValueDate}} unit value ${{invescoOverlay.funDetail.unitValueYesterday}}
Export: PDF Excel
Risk Disclosure(s)

Compare Investment Options


Export: PDF Print
Explore insurance & annuities
  • Life Insurance
  • Annuities & protected income
  • Employee benefits
  • Long-term care planning
Manage your retirement account
  • Your workplace plan
Plan your financial future
  • The (Un)Spoken Plan
  • Create a financial plan
  • Plan for the unexpected
  • Women take charge
  • Work with a financial advisor
  • Reach your goals
  • Life expectancy calculator
  • Calculators and tools
About us
  • Company overview
  • Newsroom
  • Lincoln Financial Foundation
  • Investor Relations
  • Careers
Solutions For
  • Employers & organizations
  • Industry professionals
Account Information
  • Log in
  • Register for online account access
Employee Benefits
  • Find a dentist
  • Find a vision care provider
Contacts, forms & claims
  • Product resources
  • General inquiries
  • Report fraud
  • Site FAQs
Quick Links
  • Commercial real estate
  • Glossary
  • Client disclosures for LFA and LFS
  • Cybersecurity
LFG Logo Footer
Facebook Twitter YouTube LinkedIn Instagram
  • Privacy
  • Legal
© 2019 Lincoln National Corporation. All rights reserved.
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.

You are now leaving the
Lincoln Financial Group® website.


Thank you for visiting the Lincoln Financial Group website.
Come back and visit us often.

You have requested the website of another organization not associated with Lincoln Financial Group.
Lincoln Financial Group is not responsible for the content of the site you are about to visit.

Continue Cancel
LCN 2076097-040318
Back To Top