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.
- 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.