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Life insurance

Featured update

Get ready for a tax efficient retirement

Planning for a tax-efficient retirement
Use this guide to help clients prepare for a tax-efficient retirement. Consider adding cash value life insurance to their portfolio. It offers flexibility, in addition to a death benefit.

Get ready for a tax-efficient retirement

    

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Highlights
Lincoln Financial's Limited Power of Attorney agreement

Updated Limited Power of Attorney Agreement
Lincoln revised guidelines to better serve Foreign National clients. The limited power of attorney agreement makes it easier for your clients to do business with us.

Hear from Nour Salhoub, on how and when this is useful and who can serve as an attorney in fact

Steve Sabol, Sales Vice President, Lincoln Financial Distributors

The (un)expected impact of tax changes on your client’s retirement
Hear from Steve Sabol, Sales VP, on the potential impact on federal income tax with the sunset of the Tax Cuts and Jobs Act.

Hear more about the tax impact

Prepare for tomorrow, today

Prepare for tomorrow today
Hear from advanced sales for advice on estate tax planning for the upcoming sunset of the Tax Cuts and Jobs Act.

Read about the impact of the sunsetting of the act

Product news
Why rent when you can own?

Why rent when you can own?
Protection comes in many forms. Term life insurance offers clients the option to “rent” protection for a specific period of time. For clients looking to “own,” permanent life insurance may be the better option.

Explore the benefits of permanent life insurance

Leaving a legacy with life

Prepare for the future with life
Help clients build an estate plan by funding life insurance with IRA distributions

See this concept using Lincoln WealthPreserve® SIUL
See this concept using Lincoln AssetEdge® VUL

Lincoln AssetEdge VUL 2022

Diversify to drive down tax impact
With  Lincoln AssetEdge® VUL,  clients get death benefit protection and growth potential through investment options and the flexibility to meet their financial goals.

For your high-net-worth clients, consider adding a tax-balanced focus to help them minimize the overall tax impact to their portfolio.  This asset location strategy helps clients diversify their portfolio and gives them the opportunity to access full policy value and tax-deferred growth.

Operational updates
stopwatch

Real-Time Offer
Lincoln is excited to provide you and your clients with a Real-Time Offer for eligible life insurance cases. This feature will immediately communicate an underwriting approval decision to clients that have been approved lab-free by our automated underwriting process. The client, writing agent and case contact will be notified of the approval upon completion of the online or phone interview.

Read more about the offer

Life Insurance GoDigital

Digital First
Lincoln is committed to helping you build your business by focusing on our people, products and processes. To stay ahead of evolving trends and to ensure you’re able to deliver solutions to your clients efficiently, we’ve updated our processes to be digitally enhanced. We’re confident this digital-first strategy is the best way for us to continue our successes.

This material is for informational or educational purposes only and is not intended as legal, tax, estate or investment advice. Individuals should consult an independent financial professional as to any legal, tax, accounting, estate or investment-related statements made herein.

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