Affiliation options

Reinforced by a culture of independence, you have the freedom to build equity through your brand. Whether you want to run a fully independent practice or rely on us for more integrated broker-dealer services, our network gives you the infrastructure to help manage, regulate and grow your practice. We are here to support you every step of the way.

We also offer unique opportunities to insurance producers and general agencies who want access to our strong distribution resources, underwriting, and breadth of insurance, annuity and long-term care products. A general agent affiliation means you get a strong brand with the option of partnering with a proven, independent broker-dealer.

Choose one of our affiliation options, with the flexibility to change your model as your business evolves.

Full independence

A fully independent broker-dealer affiliation means you build and run your business your way. Our broker-dealer open product architecture and competitive compensation model offers you a wide array of technology, planning tools and support to help you continue growing your practice.

Integrated independence

With integrated independence, you have core, alternative and broker affiliation options that provide access to regional and local support offices, financial planning specialists and housing options for your practice. Each model offers competitive compensation packages based on the level of integrated broker-dealer support.

Core affiliation

Access to Directors of Planning, Directors of Financial Advisory Services and other intellectual capital, along with occupancy and facilities, IT support, coaching, and health and retirement benefits

Alternative affiliation

Pay-per-use access to planning support, coaching and training with a minimum GDC production of $400,000

Broker affiliation

Same features as the alternative affiliation model with no minimum GDC production levels. Explore the Lincoln Financial resources, tools and products you can access without changing your broker-dealer. Read about BrokerLinc.

General agent

As a general agent, you receive the benefits of being a producer without any production requirements. With access to underwriting teams, tailored rewards and recognition programs and choice of compensation plans, a general agent affiliation means we help you grow and manage your practice your way.

Benefits and resources at-a-glance

Sample Image

Payout options

Up to 100%, depending on your level of production and choice of affiliation 

Sample Image

Products

Open architecture – freedom to recommend products from a plethora of highly rated and recognized companies 

Sample Image

Location

Select from options such as home office, affiliated branch office or your own office location 

Sample Image

Benefits

Full-benefit packages are available, depending on your choice of affiliation

Sample Image

Advanced Learning

Access to LFN University and broker-dealer continuing education opportunities 

Sample Image

Support

Local, regional and national support  

Sample Image

Resources

A variety of resources are available including financial planning, case design, marketing, practice management, compliance, proprietary software and technology; resources may be limited, depending on your choice of affiliation.