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.
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Got 10-minutes?
Access easy-to-use presentations on timely sales concepts from the Lincoln Advanced Sales team
- Charitable Remainder Trust
- Commercial Finance
- Estate Planning in Volatile Markets
- Planning for Potential Estate Transfer Tax Changes
- Irrevocable Life Insurance Trust
- Price vs. Cost
- Private Premium Finance
- Sale to Intentionally Defective Irrevocable Trust
- SECURE Act
- Spousal Lifetime Access Trust
- Sunset of the Tax Cuts and Jobs Act
- Tax Bracket Maximization
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Contact the Lincoln Advanced Market Team or your Lincoln representative for your next opportunity.