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The informed advisor

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.

View our current blog posts

Tools for a changing world

Today, embracing confidence and optimism has never been more important.

May 29, 2020 – Tools for a changing world

The zen of investing

Helping your clients understand their options during volatile times can help them make confident decisions.

April 27, 2020 – The zen of investing

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.

March 13, 2020 – A penny saved is...

Keeping retirement plans on target

When it comes to turning their retirement savings into income, clients look to you for help.

February 1, 2020 – Check please!

Turn the unpredictable into something more predictable

Help your clients make informed decisions on their path to retirement income.

January 8, 2020 – Uncertainty in today’s market

Don’t forget about beneficiaries

It’s important to keep beneficiary designations up to date. Here’s why.

December 9, 2019 – The powerful benefits of a beneficiary review

Listen more. Talk less.

Build stronger relationships and uncover new opportunities with clients through the art of listening.

October 31, 2019 - Think you’re a good listener?

Father, grandfather, and young son fishing
When giving is personal

How protecting family and annuities go together

September 12, 2019 - My personal experience with special needs trusts

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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.

July 22, 2019 - Which retirement income solution, when?

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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?

July 16, 2019 - Can clients win the retirement game from the sidelines?

Woman smiling
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.

May 10, 2019 - Don't be the dentist!

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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.

March 18, 2019 - Minimize taxes, maximize client relationships

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Conversations for lasting connections

Build greater emotional connections with your clients to foster deeper relationships. Get our tips.

January 24, 2019 - Why words matter to your practice