Get ideas and insights to help you solve a range of client income needs through holistic planning.
See conversation tips, guidance on meeting clients’ income needs today, and advice on sharpening your practice management skills with these timely posts from Lincoln Financial’s experts.
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Tools for a changing world
Today, embracing confidence and optimism has never been more important.
The zen of investing
Helping your clients understand their options during volatile times can help them make confident decisions.
Help clients create more tax efficient strategies
Helping your clients come up with a tax efficient strategy can help them save significantly over a lifetime.
Keeping retirement plans on target
When it comes to turning their retirement savings into income, clients look to you for help.
Turn the unpredictable into something more predictable
Help your clients make informed decisions on their path to retirement income.
Don’t forget about beneficiaries
It’s important to keep beneficiary designations up to date. Here’s why.
Listen more. Talk less.
Build stronger relationships and uncover new opportunities with clients through the art of listening.
When giving is personal
How protecting family and annuities go together
Navigating the income planning landscape
With more clients needing retirement income and more solutions than ever, we help you match the client need to the annuity that may be right for your clients.
Getting clients to their GOALLL!!
Every successful team has offense and defense. Can you help your clients keep progressing toward the goal line – and still get more defensive protection?
Inspire more smiles than frowns in your clients
Just like the dentist, a visit to your office may make your clients cringe: Will they need to change their habits or retirement outlook? See how to adapt your approach for a more positive conversation.
Taxes. Concern. How you can help manage both.
Are your clients feeling concerned about taxes as they plan for retirement income? You can help them feel more confident—and provide meaningful strategies to help manage the impact of taxes.
Conversations for lasting connections
Build greater emotional connections with your clients to foster deeper relationships. Get our tips.