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Address your clients'need for income certainty

More than 80% of retirees say they don’t have a formal retirement income plan, yet those who do feel more confident about their expenses and lifestyle in retirement.¹

Clients count on you to help them feel well-prepared and confident about their retirement income plan. By exploring the issues that matter most to them, you'll be able to better anticipate their needs and provide guidance to help protect what’s most important to their retirement.

Keeping clients’ income growing

82% of Americans approaching retirement are concerned about what will happen to their investment if the market drops.²

Moving from saving to spending

From 2015 to 2017, $1.7 trillion in retirement savings was eligible for rollover.³

Transferring wealth while maintaining lifestyle

U.S. households are leaving roughly $60 trillion to the households’ children, who will have full control of how and where to manage their inheritance.4


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Connect with clients by talking about what’s important to their retirement with Conversations That Matter. 

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See our solutions

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

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Let’s keep the conversation going

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

Call us at 877-533-0265 

1 LIMRA, “The Differences They Make,” 2017.

2 Lincoln Financial Group, “Market Volatility & Retirement Income Study,” 2018.

3 LIMRA, “Retirement Income Reference Book, 2018,” applies to individuals (ages 55–69) who retired or changed jobs from 2015 to 2017.

4 Cerulli, “U.S. High-Net-Worth and Ultra-High-Net-Worth Markets,” 2018.