Step 1: Lean into your unique value

 

Share what drives you, and use your authentic value to help your future clients achieve the results that matter to them. Now you’ve got a natural way to connect that isn’t a sales pitch.

 

Use this resource to optimize how you define and promote your value — your way — to build trust and earn more business.

Lead with Your True North

Four steps to define and deliver your value promise with impact

Step 2: Find quality leads with a quality list

 

Tap into your interests, your experience and your best opportunities to win business — this laser-focused approach helps make it easier to find the ideal clients for you.

 

Answer a few quick questions in the form below, and we’ll send you a curated retirement plan prospect list.

First name **

First name*

Last name **

Last name*

Firm Email address **

Firm email address*

Phone **

Phone*

ZIP Code OR 1–3 local towns/cities you’d like to target **

ZIP Code OR 1–3 local towns/cities you’d like to target*

Do you have a preference for plan size or number of participants?

Please select plan size...$500k – $3M$3M – $7M$7M – $15M$15M – $30M$30M+No preference

Please select number of participants...Under 2525 – 5050 – 100100 – 250250+No preference

Do you have a preference for certain industries? List them here.¹*

Do you have a preference for certain industries? List them here.¹*

Do you prefer certain plan types?

Please select...401(k)403(b)Profit sharingCash balancePooled Employer Plan (PEP)

We are currently experiencing technical difficulties. Please try again later.

Thank you, your submission was successful. A Lincoln representative will contact you shortly.

*Required field
¹Examples of industries include: medical or dental practices, law firms, construction companies, manufacturing, retail, transportation, etc.

   

Already have a list? Explore these best practices for narrowing it down to your focused 15 contacts who you can add the most value for.

Work smarter, not harder

Laser-focus your prospect list

Step 3: Create your action plan

 

You make a difference — and position yourself for success — when you’re prepared, personal, and persistent.

 

Get to know your potential clients and their motivators, prepare for tailored conversations and activate a consistent approach to your outreach using these resources.

The Prospector’s Guide to Retirement Plan Conversations

Your action plan to confidently connect with your ideal prospects

Get activated

Tips for igniting your prospect outreach strategy

Discover the Lincoln difference

 

Lincoln prioritizes what’s most important to you.

• 
   

  Your growth
  Your Lincoln rep offers consultative support, complementing, never competing with, your strategy.

• 
   

  Your relationships
  We help make the retirement plan experience easy for your clients through exceptional, personal service.

• 
   

  Your confidence
  Lincoln is 100% financial professional-sold and 100% U.S.-based.

Partnership Promise

For commitment, not competition, think Lincoln

Investing in Your Success

Plan sponsors, partners, individuals, communities