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For agent or broker use only. Not for use with the public.

August 5, 2016


Greetings,

This is a follow-up from the August ONE Meeting where we provided sales strategies to engage your clients and help you grow your business.


Click below to:

  • Listen to the replay for details about sales solutions, goals based planning, and premium finance
  • Download the planning for retirement tax efficiency client seminar
  • Use the Premium finance materials to identify if your client is a good candidate
  • Click on the marketing materials, including client approved materials, to show your clients how important life insurance is to their planning process


Aug Replay Photo
Click here for the meeting replay.


Aug Ppt Photo August ONE Meeting Presentation SRM Questionnaire(1) Survivor Risk Management Questionnaire
Waiul Photo
WAIUL Client Guide
Tax-efficient RP Photo IUL for Tax-efficiency
Premium Financing Marketing  Private And Commercial Case Studies Premium Finance Case Studies
Premium Financing Marketing  Fact Finder For Running Illustrations Pdf Premium Finance Fact Finder
Tax-efficient RP Seminar Photo Planning for retirement tax-efficient client seminar
Premium Financing Marketing  Conversation Starter Premium Finance Conversation Starters

Our next ONE Meeting will be on September 6, 2016 at 1PM EST, be on the lookout for an invite in the next couple of weeks.

If you have any questions or concerns, please feel free to contact me. We value your partnership and look forward to your participation in future ONE meetings. Thank you again for all you do.

Sincerely,

JC Sig

James Christie
AVP, Head of Competitive Services Group
The Competitive Services Group 


For questions or more information, contact the Lincoln Competitive Services Group at 866-888-9822, Competition@LFG.com

Lincoln life insurance policies are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.

Policies sold in New York are issued by Lincoln Life & Annuity Company of New York, Syracuse, NY, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer.

All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer.

Products, riders and features are subject to state availability. Limitations and exclusions may apply. Check state availability.

Distributor: Lincoln Financial Distributors, Inc., a broker-dealer

Not a deposit Not FDIC-insured Not guaranteed by any bank or savings association May go down in value
Not insured by any federal government agency

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

Affiliates are separately responsible for their own financial and contractual obligations.

LCN-1561152-080216

©2016 Lincoln National Corporation

LincolnFinancial.com

Lincoln Financial Group
150 N. Radnor-Chester Road
Radnor, PA 19087
877-ASK-LINCOLN
877-275-5462

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