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AdvantageCUSTOM WEALTHCHO
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AdvantageCUSTOM WEALTHCHO
ICE
MU
TUA
L FU
ND
S
SMA’
s
UM
A’s
STRA
TEG
IST
CWA
AdvantageCUSTOM WEALTH
CHO
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MU
TUA
L FU
ND
S
SMA’
s
UM
A’s
STRA
TEG
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CWA
Referral Programs Several programs to help generate and distribute leads [email protected]
LFG Deferred Comp* Deferred compensation plans available to advisors Plan participants can call Nolan Financial, 888 907-8633
Office of Practice Management Connecting advisors with resources to run their practice 855-OPM-HELP (855 676-4357)
Virtual University Web-based training and education [email protected]
Advanced Sales Hotline Dedicated planning and sales specialists 877-LFN4111 or [email protected]
Competitive Services Current, accurate insurance competi-tor information and research 866 888-9822 or [email protected]
Competitive Fee-Based Platforms Advisor-directed and turnkey programs spanning mutual funds, ETFs, UMAs and separately managed accounts [email protected]
LFG Rollover Specialists Referral resource for separating plan participants [email protected]
PAR Professional analysis and review of life insurance Contact your Lincoln wholesaler
Practice Transition Practice evaluations, planning, acquisitions and succession [email protected]
Consultative Compliance Support Guidance in identifying and resolving regulatory issues [email protected]
Open Architecture Product Platform Access to highly regarded products LincolnFinancialNetwork.com > Products
Market Research Request an approach packet or referral leverage packet to aid your prospecting and referral efforts [email protected]
Fixed Income Support Services Research, trading, portfolio construc-tion and analytics from Advisors Asset Management, Inc. [email protected]
Investment Sales Desk Centralized sales consultation for products and strategies 800 258-3648 x5252 or [email protected]
Custom Wealth Advantage An industry-leading advisory platform providing access to advisor-directed and institutional quality third-party managed investment solutions www.CustomWealthAdvantage.com
60 REASONS We’re GrowingLincoln Financial Securities
Preferred Client Relationship Manager Choice of industry-leading CRMs with enterprise pricing and credit to offset monthly cost [email protected]
Trading & Research Platform A state-of-the-art platform for RIA and Broker-Dealer business LincolnFinancialNetwork.com > Business Management > Investment Services
Summer Camp Training for multiple field audiences [email protected]
Broker-Dealer Operations Training Virtual training that covers a variety of broker-dealer and RIA topics LincolnFinancialNetwork.com
LFD Support Network of Lincoln wholesalers LincolnFinancialNetwork.com
Annuity Visualizer Web-based retirement income planning tool LincolnFinancialNetwork.com > Quick Links > Life & Annuities > Annuity Visualizer
OmniSource® Tool that delivers consolidated state-ments and performance reporting LincolnFinancialNetwork.com > QuickLinks > Securities > OmniSource
Market Access Programs Established partnerships with top national firms [email protected]
LFS PREMIER PARTNERS® Program Recognition program for top advisors [email protected]
Image Builder Funds* Reimbursement program for qualifying practice-building expenses [email protected]
Quarterly Teleconferences Regular access to senior corporate leadership [email protected]
Co-branding Ability to personally brand marketing materials [email protected]
Corporate Consulting Services Group that helps firms attract, retain and support employees [email protected]
MyConfidentFuture.com A site to help people make informed, educated financial decisions that help them face their futures with confidence MyConfidentFuture.com
Planning Forum Three-and-a-half-day dynamic training [email protected]
Referral-EDGESM Self-service tool to aggregate public information about clients and prospects www.NFReferral-EDGE.com
60 REASONS
Weekly Market Review Client email publication discussing recent financial happenings LFN Investment Solutions, 800 258-3648
Marketing Catalog Guide to available marketing materials [email protected]
Exchange Our marquee business event [email protected]
Elite Escape* Top advisor conference [email protected]
Laser App® State-of-the-art form filling technology LincolnFinancialNetwork.com > QuickLinks > Securities > Laser App
Seminars Pre-approved seminars and workbooks for individual and corporate clients [email protected]
Client Investment Letter
Quarterly letter updating clients on what has affected the markets [email protected]
State-of-the-Art Clearing Platform Technology, online markets, trading, tools and brokerage information LincolnFinancialNetwork.com
Dictation Services Capture, record and edit information from client meetings and transfer into your CRM LincolnFinancialNetwork.com > AdviceNext > Dictation Services
Morningstar Advisor Workstation Deep discounts on Morningstar’s powerful online advisor tools LincolnFinancialNetwork.com > Marketing > Practice Management > Morningstar Advisor Workstation
Eye on Investments Weekly internal update on investment topics of interest [email protected]
Fall Focus* In-depth seminars providing focused training [email protected]
Annuity Intelligence Report Online resource to research and compare variable annuity contracts [email protected]
LFS IT Support Help with software, hardware, antivirus, firewall, encryption and disaster recovery 800-258-3648, option 3, 7
Hyland OnBase Office imaging and record retention software LincolnFinancialNetwork.com > Tools > OnBase
Financial Profiles A web-based financial planning and needs analysis software that shows clients their financial shortfalls LincolnFinancialNetwork.com > Tools > Financial Profiles
LinkedIn Approved social networking site LFN Advertising Compliance
By the Numbers Weekly publication offering quick investment facts and data LincolnFinancialNetwork.com > Home > News & Announcements
Masters Series Monthly video or web conferences [email protected]
For recruiting and broker-dealer use only.*Requires PREMIER PARTNERS® Program qualification.**Lincoln Financial Network is the marketing name for Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp., affiliates of Lincoln Financial Group.Streetscape is a registered trademark of FMR Corp.1The Fortune 500 is an annual ranking of companies by total revenue for their respective fiscal years.2The largest independent broker-dealer list is an annual ranking based on number of representatives.Securities and investment advisory services offered through representatives of Lincoln Financial Securities Corporation, member SIPC and a broker-dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.©2014 Lincoln Financial Securities CorporationLincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.LFS-995779-082114 33179LFS 1/15
Lincoln Financial Group LFG’s parent company, Lincoln National Corporation, is a Fortune 5001 company LFG.com
Don’t Know Who To Call?
Claudia Wieber 860 466-1384 or [email protected]
Seth Wolnek 205 263-5304 or [email protected]
Lincoln Financial Network** is recognized as the second largest independent broker-dealer, with 8,453 advisors.– Investment News, 2013
Lincoln Financial Network Recognized as the second largest independent broker-dealer2 Investment News, 2013
WebEx Meetings Web-based, online meetings Lincoln IT Support Desk, 800-453-8589
Web Site Templates Turnkey web site design support [email protected]
Partner Magazine A periodic publication for PREMIER PARTNERS® members [email protected]
AdvisorMail Approved e-mail solution for independent advisors LincolnFinancialNetwork.com > QuickLinks > Securities > Advisor Mail
Investment Adviser Flexibility Robust corporate RIA capabilities and support for independent RIAs [email protected]
Client Articles Pre-approved articles for local publication [email protected]
Discounted Software/Services Software and services available at a discount to Registered Representatives LincolnFinancialNetwork.com > Marketing > Practice Management > Discounted Software
®
60 REASONS
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