Transition

Whether you’re a team of one or in a practice of 100, Lincoln Financial Network has the tools and resources to structure and support your practice for productivity and profitability.

Position your practice for growth

Our 90-day transition program is designed to position your practice for growth with programs that add value. 

  • Transition services – knowledge, resources and unwavering support through dedicated Transition Consultants and a custom roadmap that helps guide your transition process
  • Recruiting support – support for your local, regional or national growth initiatives
  • Benefit options – a benefits program is one of several important components of your business. Choose your benefit structure with options for health care insurance, life and accidental death coverage, savings and retirement benefits.
       
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Transition Services

Lincoln Financial Network’s transition service is a consultative, educational process.

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10 Questions to consider

Going through a broker-dealer transition? Asking the right questions can help you evaluate if a transition is best for you and your clients. 

Learn more (PDF)