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The informed financial professional blog

Get ideas and insights to help you solve a range of client income needs through holistic planning.

See conversation tips, guidance on meeting clients’ income needs today, and advice on sharpening your practice management skills with these timely posts from Lincoln Financial’s experts.

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Opportunity favors the (tax) prepared

High net worth investors could face a sea of changes in taxes in 2022. Help your clients get ready for the possibility that recent tax proposals become enacted legislation next year.

September 17, 2021 -  Opportunity favors the (tax) prepared

Look at life insurance differently

With constant change becoming the new norm, clients need solutions that offer protection with flexibility to pivot easily through life’s twists and turns.

August 26, 2021- Look at life insurance differently

The Swiss army knives of financial tools

When helping clients build a plan for the retirement of their dreams, its important to have the right tools for the job.

August 12, 2021- The Swiss army knives of financial tools

Annuities aren’t just for retirees

Some surprising news about annuities for a younger generation

June 25, 2021 - Annuities aren't just for retirees

The baby boomer BOOM

Over the next three years, the number of baby boomers turning 65 is expected to grow by more than 20%. Are you ready to help them plan their future?

May 26, 2021 - The baby boomer BOOM

Financial literacy month

Improve financial literacy for stronger retirement planning

April 15, 2021 – Words that work

Time to face the facts

How do you grow and protect retirement money when market volatility is inevitable? 

March 26, 2021 – Market volatility is a fact of life

Addressing conservatorships

Managing your estate

March 16, 2021 - Planning for incapacity

An extraordinary year brings extraordinary change

2020 tax filing preparation

February 22, 2021- Help clients stay on track

Own the outcome in 2021

Help your clients feel more in control to shape the future they want.

February 16, 2021 - Owning financial outcomes in 2021

Broaden the conversation

How to help convey the bigger picture

January 6, 2021 - The practice of benchmarking

   
Closing out 2020 with an attitude of gratitude

Challenging times present opportunities to reflect, refine and refocus for the year ahead. Learn how you can set yourself up for long-term success through gratitude.

December 3, 2020 – Closing out 2020 with an attitude of gratitude

Retirement reset: from crisis to confidence

Navigate through this challenging time with success.

September 8, 2020 - Retirement reset: from crisis to confidence

Tools for a changing world

Today, embracing confidence and optimism has never been more important.

May 29, 2020 – Tools for a changing world

Women’s History Month

Tips to help women advisors succeed in business

March 2, 2020 – Blazing the trail for women advisors

The power of productivity

A financial professional's approach to personal goal setting

January 17, 2020 – New year, new goals

Dad and 3 kids laughing while looking at a tablet
Life Insurance Awareness Month

A creative tool for business owners

September 24, 2019 - Versatility of life insurance

50th anniversary Image
How our value-based culture has stood the test of time

Celebrating 50 years

June 3, 2019 - Legacy meets opportunity

An extraordinary year brings extraordinary change

2020 tax filing preparation

February 22, 2021- Help clients stay on track

Tax moves today for the tomorrow your clients have planned

Tax-smart investing strategies today help your clients maximize growth.

October 15, 2020 - Tax moves today for the tomorrow your clients have planned

Help clients create more tax efficient strategies

Helping your clients come up with a tax efficient strategy can help them save significantly over a lifetime.

March 13, 2020 – A penny saved is...

Financial literacy month

Improve financial literacy for stronger retirement planning

April 15, 2021 – Words that work

Time to face the facts

How do you grow and protect retirement money when market volatility is inevitable? 

March 26, 2021 – Market volatility is a fact of life

Own the outcome in 2021

Help your clients feel more in control to shape the future they want.

February 16, 2021 - Owning financial outcomes in 2021

Broaden the conversation

How to help convey the bigger picture

January 6, 2021 - The practice of benchmarking

Staying the course through choppy waters

See how to shore up your clients’ retirement portfolio to be prepared for whatever happens in the market.

August 4, 2020 - Staying the course through choppy waters

The fixed income dilemma

Whether it is investing, retirement or protection, learn where your clients can turn to find the balance of protection and growth that's right for them.

July 21, 2020 - The fixed income dilemma

The value of dollar cost averaging

Help ease clients' minds by easing into the market with dollar cost averaging.

June 24, 2020 – The value of dollar cost averaging

The zen of investing

Helping your clients understand their options during volatile times can help them make confident decisions.

April 27, 2020 – The zen of investing

Keeping retirement plans on target

When it comes to turning their retirement savings into income, clients look to you for help.

February 1, 2020 – Check please!

Turn the unpredictable into something more predictable

Help your clients make informed decisions on their path to retirement income.

January 8, 2020 – Uncertainty in today’s market

Family on the beach
Keeping wealth in the family

Why wealth gets lost from generation to generation

August 20, 2019 - Avoiding the pitfalls of generational wealth planning

Graduation diploma
Transitioning from college to 401(k)

It’s that time of year for caps, gowns and new beginnings.

June 27, 2019 - Preparing for what's to come