Advanced sales

Staffed by JDs^*, case design and product application specialists, you can rely on our knowledge, judgement and creativity to offer practical customized solutions, strategies, coaching, and advice to address your clients' needs.

Business insurance solutions

Advisor goes over forms with couple at kitchen table

Tax planning

TOLI (Trust Owned Life Insurance)

Got 10-minutes?

Access easy-to-use presentations on timely sales concepts from the Lincoln Advanced Sales team

Charitable Remainder Trust
Irrevocable Life Insurance Trust
Sale to Intentionally Defective Irrevocable Trust
SECURE Act
Spousal Lifetime Access Trust
Sunset of the Tax Cuts and Jobs Act

For financial professional use only. Not for use with the public

^*Licensed, but not practicing because associated persons of Lincoln Financial Group who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Lincoln Financial Group^® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.