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ONE series of ideas to finish 2017

Nearly half of all U.S. households have a life insurance coverage gap.*

Unfortunately, many Americans are underinsured. They also may not realize that life insurance can help them meet financial goals throughout their lives. But you can change this for your clients, and we’re ready to help. To coincide with Life Insurance Awareness Month, we’re hosting a series of calls focused on needs-based planning with life ‌insurance.

ONE Meeting | Life Insurance Awareness Month

Conversation starters: leveraging life insurance for business protection, wealth transfer or supplemental income

Tools to help complete a successful policy review including a free downloadable client presentation and worksheets

New! Lincoln LifeComp® FlexKeyCP, allows business owners to own their own policy in a cross-purchase buy-sell arrangement.


15-minute call series

Join us for 15 minutes each day September 11-15 to hear five ideas and conversations to have with your clients in ‌2017.


Discover the many competitive underwriting advantages Lincoln
offers. ‌

Policy Review

Get great ideas about using this effective tool to gain better insight into client priorities and motivating them to take action. ‌

Wealth Transfer

If you have clients who want a guaranteed legacy and may be concerned about the impact of market volatility on their estate assets, you won’t want to miss this call. ‌

Large-case Term

Have a large case? Offer your clients competitive premiums for coverage in excess of $10 million. ‌

Business Insurance

Three opportunities that may be in your books now that can help make the most of your 4th quarter. ‌

Calendar of Events
Sept. 5:
ONE Meeting | Life ‌Insurance Awareness ‌Month ‌
Sept. 11-15:
FIVE to FINISH series

Underwriting ‌
Policy Review ‌
Wealth Transfer ‌
Large-case Term ‌
Business Insurance ‌
Sept. 19:
NOW Meeting ‌
Sept. 21:
Business Insurance ‌

NOW Meeting

The new Lincoln Life Insurance Playbook helps you understand and share over half a dozen life insurance sales ideas. See this resource and learn how to incorporate it into your business NOW.

Business Insurance

Life insurance and executive benefit planning opportunities with small businesses

For information about goals-based planning with life insurance, contact your Lincoln representative.

*LIMRA, "Life Insurance Ownership in Focus," U.S. Household Trends — 2016.

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 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.

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.


©2017 Lincoln National Corporation


Lincoln Financial Group
150 N. Radnor-Chester Road
Radnor, PA 19087

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