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.
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
Contact the Lincoln Advanced Market Team or your Lincoln representative for your next opportunity.