Executive benefit tool | Lincoln Financial

Executive benefit planning tool

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

Which of these considerations is most important?

Overview (as of {{invescoOverlay.fundPortFolioDate}})

Risk Disclosure(s)

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Performance %
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YTD as of {{invescoOverlay.fundPerformanceData.fullperfData.productPerformance.monthlyPerformanceYtd2Date}} {{invescoOverlay.performanceData.perfValueYtd2}}0
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10 Year {{invescoOverlay.performanceData.perfValueTenYear}} 0
Since Inception{{invescoOverlay.performanceData.perfValueSinceInception}} 0

Risk Disclosure(s)

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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}}

Risk Disclosure(s)

Executive benefit planning tool