Practice management

Personalized client service 

Whether you market to high-net worth clients or the mass-affluent, Lincoln Financial Network has unique, industry-leading resources and programs that support you and your clients with industry intelligence, a breadth of intellectual capital and a platform of solutions.  

  • Competitive Services team – provides industry-leading intelligence through competitive case analysis, product positioning, and promotion.
  • National Planning team – strong, technical expertise, staffed with over 50 individuals knowledgeable in financial planning, advanced case design and practice management. 


National Planning team

The National Planning team empowers your expertise with strong, technical expertise.