Leaving a legacy

Why engage in legacy planning? It can help you provide valuable guidance on clients' wealth transfer and taxation concerns. At the same time, these conversations can allow you to deepen your relationships across generations and increase your interaction with centers of influence such as attorneys and certified public accountants. 

Explore our resources to learn how Lincoln can support you and your clients with wealth transfer across generations. 

Engaging clients with trusts

Learn how trusts can benefit your clients — and your business — with these audio clips from Lincoln's Mike Harris, CFP®, CLU®, ChFC®, and our product-agnostic client trust flier.

Why work with trusts?

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Read transcript (PDF)

red piggy bank

What to ask when you encounter a trust

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Protecting your wealth with trusts client flier (PDF)

A strategy for multigenerational income

Variable annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk, and possible loss of principal. Variable annuities have fees and charges, including mortality and expense, administrative, and advisory fees.

Find out how i4LIFE® Advantage, a living benefit rider, available on Lincoln variable annuities (for an additional cost), can be used to create a stream of income over several generations.
Review strategy (PDF)

Investors are advised to consider the investment objectives, risks, and charges and expenses of the variable annuity and its underlying investment options carefully before investing. The applicable prospectuses for the variable annuity and its underlying investment options contain this and other important information. Please call 888‑868‑2583 for free prospectuses. Read them carefully before investing or sending money. Products and features are subject to state availability.