Enhance your client conversations

Is protected lifetime income part of your clients’ plans? Lincoln Financial can help make the conversation easy and actionable.

Your clients want to hear about lifetime income and the certainty that comes with it. Share information with them that’s actionable and tailored to their needs.

Lincoln Financial’s conversation guide makes lifetime income easy to communicate with an emotional approach and simple language using these steps.

The formula for effective client conversations

1

Create the connection

2

Focus on the solution, not the risk

3

Keep it real

Results

Simple, powerful and effective conversations

See how thoughtful questions may open the conversation with clients at each stage of retirement income planning.

73% of pre-retirees say they want protected income for life in addition to Social Security.¹

Annuities can offer solutions for clients who are saving, spending, or giving.

Saving

How can I protect my savings from downturns in the market while benefiting from potential market gains?

See how annuities may help your clients retire when they want

Spending

Will my income last for as long as I need?

See how annuities may help your clients maintain their lifestyles

Couple playing with their grandson on the beach

Giving

Does having protected income mean I can’t pass on money to my family?

See how annuities may help your clients provide for loved ones

Let’s keep the conversation going

For more resources on retirement income planning, contact your Lincoln Financial Representative.

Our solutions

Lincoln Financial’s broad suite of annuities makes it easier to find solutions to help meet your clients’ retirement income needs.

See our products