More than half of consumers we surveyed say they would be at least somewhat likely to meet with a financial professional to discuss strategies that could help reduce the impact of taxes on their investments, retirement accounts and estate plans.1
Not intended to be legal or tax advice. Clients should consult with their own legal and tax professionals.
1 Lincoln Financial, Consumer Sentiment Tracker, November 2023.
Our video series gives you the strategies and tools to help your clients create well-balanced portfolios that may help minimize taxes. Get a new perspective and learn why it’s important to focus on location and not only balance risk and growth potential when creating a retirement portfolio. Asset location can help your clients manage their tax risk, which if overlooked, can keep your clients from reaching their retirement goals. Get started with diversify assets to manage taxes.
Want more information? Contact your Lincoln representative today!
Privacy | Legal | ©2024 Lincoln National Corporation
Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. The Lincoln National Life Insurance Company is not authorized, nor does it solicit business in the state of New York. Not for use in New York.
Lincoln Financial affiliates, their distributors, and their respective employees, representatives, and/or insurance agents do not provide tax, accounting, or legal advice. Please consult an independent financial professional as to any tax, accounting, or legal statements made herein.
Affiliates are separately responsible for their own financial and contractual obligations.
Lincoln products are not a deposit nor FDIC-insured, may go down in value, and are not insured by any federal government agency or guaranteed by any bank or savings association.
All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer.
Products, riders and features are subject to state availability. Limitations and exclusions may apply. Check state availability.
For agent or broker use only. Not for use with the public.
LCN-6893769-081324
11/24 Z03
Order code: LIF-LLUFP-IDE001
More than half of consumers we surveyed say they would be at least somewhat likely to meet with a financial professional to discuss strategies that could help reduce the impact of taxes on their investments, retirement accounts and estate plans.1
Our video series gives you the strategies and tools to help your clients create well-balanced portfolios that may help minimize taxes. Get a new perspective and learn why it’s important to focus on location and not only balance risk and growth potential when creating a retirement portfolio. Asset location can help your clients manage their tax risk, which if overlooked, can keep your clients from reaching their retirement goals. Get started with diversify assets to manage taxes.
Want more information? Contact your Lincoln representative today!
Not intended to be legal or tax advice. Clients should consult with their own legal and tax professionals.
1 Lincoln Financial, Consumer Sentiment Tracker, November 2023.
Privacy | Legal | ©2024 Lincoln National Corporation
Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. The Lincoln National Life Insurance Company is not authorized, nor does it solicit business in the state of New York. Not for use in New York.
Lincoln Financial affiliates, their distributors, and their respective employees, representatives, and/or insurance agents do not provide tax, accounting, or legal advice. Please consult an independent financial professional as to any tax, accounting, or legal statements made herein.
Affiliates are separately responsible for their own financial and contractual obligations.
Lincoln products are not a deposit nor FDIC-insured, may go down in value, and are not insured by any federal government agency or guaranteed by any bank or savings association.
All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer.
Products, riders and features are subject to state availability. Limitations and exclusions may apply. Check state availability.
For agent or broker use only. Not for use with the public.
LCN-6893769-081324
11/24 Z03
Order code: LIF-LLUFP-IDE001
More than half of consumers we surveyed say they would be at least somewhat likely to meet with a financial professional to discuss strategies that could help reduce the impact of taxes on their investments, retirement accounts and estate plans.1
Our video series gives you the strategies and tools to help your clients create well-balanced portfolios that may help minimize taxes. Get a new perspective and learn why it’s important to focus on location and not only balance risk and growth potential when creating a retirement portfolio. Asset location can help your clients manage their tax risk, which if overlooked, can keep your clients from reaching their retirement goals. Get started with diversify assets to manage taxes.
Not intended to be legal or tax advice. Clients should consult with their own legal and tax professionals.
1 Lincoln Financial, Consumer Sentiment Tracker, November 2023.
Want more information? Contact your Lincoln representative today!
Privacy | Legal | ©2024 Lincoln National Corporation
Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. The Lincoln National Life Insurance Company is not authorized, nor does it solicit business in the state of New York. Not for use in New York.
Lincoln Financial affiliates, their distributors, and their respective employees, representatives, and/or insurance agents do not provide tax, accounting, or legal advice. Please consult an independent financial professional as to any tax, accounting, or legal statements made herein.
Affiliates are separately responsible for their own financial and contractual obligations.
Lincoln products are not a deposit nor FDIC-insured, may go down in value, and are not insured by any federal government agency or guaranteed by any bank or savings association.
All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer.
Products, riders and features are subject to state availability. Limitations and exclusions may apply. Check state availability.
For agent or broker use only. Not for use with the public.
LCN-6893769-081324
11/24 Z03
Order code: LIF-LLUFP-IDE001
More than half (53%) of consumers we surveyed say they would be at least somewhat likely to meet with a financial professional to discuss strategies that could help reduce the impact of taxes on their investments, retirement accounts and estate plans.1
Our video series gives you the strategies and tools to help your clients create well-balanced portfolios that may help minimize taxes. Get a new perspective and learn why it’s important to focus on location and not only balance risk and growth potential when creating a retirement portfolio. Asset location can help your clients manage their tax risk, which if overlooked, can keep your clients from reaching their retirement goals. Get started with diversify assets to manage taxes.
Want more information? Contact your Lincoln representative today!
Not intended to be legal or tax advice. Clients should consult with their own legal and tax professionals.
1 Lincoln Financial, Consumer Sentiment Tracker, November 2023.
Privacy | Legal | ©2024 Lincoln National Corporation
Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. The Lincoln National Life Insurance Company is not authorized, nor does it solicit business in the state of New York. Not for use in New York.
Lincoln Financial affiliates, their distributors, and their respective employees, representatives, and/or insurance agents do not provide tax, accounting, or legal advice. Please consult an independent financial professional as to any tax, accounting, or legal statements made herein.
Affiliates are separately responsible for their own financial and contractual obligations.
Lincoln products are not a deposit nor FDIC-insured, may go down in value, and are not insured by any federal government agency or guaranteed by any bank or savings association.
All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer.
Products, riders and features are subject to state availability. Limitations and exclusions may apply. Check state availability.
For agent or broker use only. Not for use with the public.
LCN-6893769-081324
11/24 Z03
Order code: LIF-LLUFP-IDE001