Start the conversation

Get small-business owners thinking about retirement plan benefits

Help business owners understand that retirement plans can be a cost-efficient solution to many of their biggest concerns. Retirement plans can provide them with opportunities to:

  • Take advantage of business growth from a tax perspective
  • Build retirement savings for themselves and employees
  • Attract and retain top talent

Nobody starts a business to spend their time running a retirement plan. That’s where we can help.

Meet Anna
  • Business owner
  • Focused on recruitment, retention and tax savings

What she thinks about as a business owner

  • Keeping her team happy and secure, along with attracting and hiring new employees
  • Maximizing benefits for her employees and her business while limiting time spent on administration
  • Saving for her own retirement and benefiting from tax breaks

Questions to start the conversation

  • What opportunities have you explored in the past?
  • What are your primary concerns (taxes, growth, cost of the plan, impact on your employees)?
  • Tell me about your employees? Are there any employees you’d like to favor? 
  • How much are you willing to invest in the plan?

Why Lincoln is the right partner

  • We’ll make it easy for employees to envision their complete financial picture, enroll in their plan and save.
  • We’ll put time back in your client’s day, managing the heavy lifting as much as they need.
  • We’ll deliver flexible, innovative solutions that maximize benefits for the business and employees.