Man presenting a chart to a room full of business people

Business-building tools

Lincoln is committed to providing you with the latest tools and business technology to help you grow and optimize your business. 

Comprehensive advisor website

We want to make it easy for you to manage your business. We can support you with information technology and management tools that save you time and surface opportunities:

  • Fully integrated book of business to manage your accounts
  • Compensation reports updated daily
  • Real-time policy status for the most current information, and policy lapse risk alerts to help avoid issues before they occur
  • Sales ideas and other resources to help you build your business
  • Online point of sale and client forms

Book of business support

We continually seek to enhance our producers’ experience and grow their business. Some of our recent improvements include:

  • Access to client service forms 
  • Enhanced reporting with ability to customize information to export into Excel
  • Re-proposals for select Variable Universal Life (VUL) and Universal Life (UL) products with links to an Illustration tool

Tools that help tell stories

Lincoln puts a range of producer resources and powerful visualization tools at your fingertips to help you develop client strategies:

  • Client-friendly calculators for annuities, taxes and  investment returns
  • Easy-to-use data visualization tools to show clients how certain scenarios affect outcomes

To access our visualizers, view case studies or connect with a wholesaler, register or log in at .