Executive benefit tool | Lincoln Financial

Executive benefit planning tool

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

What is the business type?

How is the business organized?

Which of these considerations is most important?

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

Risk Disclosure(s)

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Performance %
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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)

Fund 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}}

Risk Disclosure(s)

Executive benefit planning tool