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Empower Your Expertise®

Lincoln Financial Network has an authentic advisor-centric culture rooted in comprehensive financial planning and client-focused solutions. As one of the largest independent broker-dealers, empowering your expertise is embedded in our DNA.

The benefits of practice management resources

Leverage our bench strength of resources to position, grow, and market your practice in estate planning, retirement income planning, generational wealth planning, business owner planning and investment management programs.

  • Retirement income planning
    Whitepaper

    Be the go-to retirement income advisor

    Learn the latest trends in retirement income planning
      

    Learn more.

  • Retirement income planning
    Flyer

    Planning for every stage of life

    Help clients plan for retirement across decades
       

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  • Retirement income planning
    Flyer

    Prioritizing financial literacy

    Enhance client engagement with financial literacy tools and tips
       

    Learn more.

  • Estate planning
    Flyer

    Preparing your clients for the future

    10 questions your clients can ask their aging parents

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  • Estate planning
    Flyer

    Communicating the value of estate planning

    Basic estate planning needs and principles for your clients

    Learn more.

  • Generational wealth planning
    Flyer

    The great transfer of wealth

    Four ways to build client relationships across generations
       

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  • Generational wealth planning
    Infographic

    My, how things have changed!

    The impact of economic and demographic changes on wealth

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  • Business planning
    Flyer

    Take a page from my book

    Guidance for young advisors from top financial professionals
       

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  • Business planning
    Whitepaper

    Define your brand

    Learn how to package and communicate your value proposition
       

    Learn more.

  • Investment management
    Flyer

    Investment policy formation

    The five crucial phases of your client’s investment strategy
       

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  • Investment management
    Flyer

    Working together for effective planning

    Put investment planning best practices into action with your clients

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