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Getting started

Expect simple, user-friendly resources that position you for success. Our online tools and resources make it easy for you to register and do business with us.

    

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Before you submit business

Annuity Checklist

Checklist to sell Lincoln annuities

If you need additional support, please reach out to our licensing contact center at 877-533-0265, option 2 or your Lincoln annuity wholesaler.
Wholesaler contact info

LIMRA Training

Complete your NAIC training*

 

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Confirm you're ready to sell

The Ready to Sell Tool is designed for financial professionals already appointed with Lincoln. Use the tool to confirm your NAIC training is complete, or to verify your appointment status is active in various states.

To access the tool, log in to www.LincolnFinancial.com, select "Guidelines & Education" at the top, and select "Ready to Sell Lookup" from the drop down.

Ensure your contract app is in good order

Ensuring your contract application is in good order

*Please check with your back office on any firm-specific requirements.

New business and reallocation alerts

    

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Why wait when you don’t have to?

Watch this video  or Use this self-service tools reference guide  for navigation instructions and screenshots on our most popular online tools.

    

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Don't forget

To access our digital resources, self-service tools, and secure information, you must first log in to lincolnfinancial.com

Don't have a login? Register here

The Playbook

Ready to download all the resources on this website and more?
 

Check out The Playbook – your complete guide to doing business with Lincoln.