Business insurance solutions

BIS strategy guide
Provide strategies to protect your client’s business, compete for top talent, reward their employees, and plan for a financially secure future.

BIS fact finder
Uncover the business owner’s needs to assist you in determining a strategy to help them reach their goals.

Overview of IRC section 101(j) and employer-owned life insurance

Client resources

Key person case study using Lincoln WealthPreserve^® 2 IUL

Key person case study using Lincoln AssetEdge^® Exec VUL

Exec bonus case study using Lincoln WealthAccumulate^® 2 IUL L

Buy-sell case study with Lincoln TermAccel^®

Buy-sell case study with Lincoln AssetEdge^® Exec VUL

MultiLife exec bonus case study using SI/GI

Executive benefit planning guide
Key employees need ways to save more for the retirement they want. You can help them fill the gap.

MultiLife digital guide
Our Guaranteed Issue and Simplified Issue underwriting solutions can help achieve efficiencies when implementing our business insurance strategies.

Professional advantage program
Issuing a Lincoln life insurance policy up to $20 million with no exams or labs.

Large Term opportunities for your business clients

Cash value life insurance as a defensive strategy for businesses
Lincoln’s Jordan Walker, Michael Deaton and Jacob Fulkerson discuss business insurance planning and solutions that meet today’s needs. They cover:

• Current state of the business insurance market
• Balancing the needs of the business and key person
• Framing the conversation with your business clients

Funding Solutions in a low interest rate environment
Hear from Lincoln’s Danielle Pagán and guests for a discussion on the top three funding solutions in a low interest rate environment:

• Business Loan Regime Split Dollar
• Private Loan Regime Split Dollar
• Business-owned Premium Finance

Take a look at the state of the business insurance opportunity

BIS learning center
On-demand video training & resources.

BIS Field underwriting guide
Ensure that your cases progress smoothly.

BIS conversation starter
Open a discussion with an owner by asking questions about the essential business needs.

Client profiles for premium financed business cases
See a few examples of businesses that may be ideal candidates for premium financing.

BIS fact finder
Use this fact-finding form with business owner clients to help uncover their needs.

The Lincoln MutiLife Underwrting Program  can give your business clients an edge.

Help owners retain, reward and recruit key talent with a 162 bonus plan

Help owners protect their business AND their balance sheet

Help business clients create a corporate safety net with key person coverage  from Lincoln AssetEdge^® Exec VUL.

Ensure the orderly transfer of your business with a cross-purchase buy-sell agreement.

Be a business owner’s best asset by helping them reward theirs with an Exec Bonus plan that incorporates Lincoln VUL^ONE.

The three core foundations of business life insurance planning: protect, reward, transfer

Variable universal life insurance as a business asset

A case study for a Lincoln business insurance Exec Bonus solution