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Wealth protection expertise

A holistic approach to retirement planning

Help protect your clients’ wealth with strategies and expertise to generate income, mitigate taxes, address long-term care expenses, and maintain financial security.

Turn expertise into action

People who work with an advisor are 2x more likely to feel in control of protecting their wealth.1 Lincoln provides solutions to help your clients secure their retirement income, prepare for the unexpected and protect their wealth from the five key challenges that can impact their assets and lifestyle in retirement. Through a combination of easy-to-use resources and innovative solutions, we make it easy to set your wealth protection strategies into motion.

Our wealth protection expertise offers you:

  • Powerful tools, such as informative client-facing visualizers and calculators
  • Innovative products designed to address today’s issues 
  • Experienced wholesalers, just a phone call away, whenever you need them

Products to support your clients’ goals

Choose from a full suite of financial products to help you implement a comprehensive plan for wealth protection and accumulation:

1Whitman Insight Strategies on behalf of Lincoln Financial Group, 2016 M.O.O.D. of America Survey,, August 11, 2016.