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Wellness solutions

Our wellness resources give employees the tools and confidence to make smarter decisions in every aspect of their lives so they can focus on larger goals such as retirement.

Wellness solutions can help relieve employee stress — making a happier, more productive workforce — as well as help attract and retain top talent.

Wellness Path Tool
 

WellnessPATH® tool

Our proprietary, personalized online tool gives employees custom action steps and resources to help them budget, set and track goals, aggregate their account information for a complete financial picture, and improve their financial wellness.

 

Self-serve online education

Lincoln offers online self-service education on simple financial wellness topics and long-term planning goals for every stage of life, as well as financial planning calculators, at LincolnFinancial.com.

 

Personal support

RCs (where offered) deliver holistic wellness education and support in one-on-one or group meetings — in person, over the phone, or via video.

 

WellnessPATH Marketplace

WellnessPATH Marketplace provides access to both proprietary and third party financial wellness solutions that can help employees improve their financial and overall well-being, including:

  • College funding and loan refinancing
  • Emergency savings solutions
  • Insurance solutions (homeowners, renters,
    auto, pet)
  • Tax preparation
  • 529 college savings plans1
  • Estate planning services1
  • Homebuying support1
  • Debt management services1

Making benefits more beneficial

Employers can opt to enhance certain solutions as part of their comprehensive benefits package. For example, an employer may choose to make payments directly to employee student loans or emergency savings, or they could offer matching retirement plan contributions based on student loan payments.

1 Products may not be available yet. Employees may be notified once they become available.

 

Ready to get started? Let’s work together.

Financial professionals, call us at 877-533-9710. Plan sponsors and business owners, talk to your financial professional to learn more.

Polygon

LCN-7223502-102424

11/24 Z09

Order code: DIR-VALUE-IDE001

Wellness solutions

Our wellness resources give employees the tools and confidence to make smarter decisions in every aspect of their lives so they can focus on larger goals such as retirement.

Wellness solutions can help relieve employee stress — making a happier, more productive workforce — as well as help attract and retain top talent.

Wellness Path Tool
 

WellnessPATH® tool

Our proprietary, personalized online tool gives employees custom action steps and resources to help them budget, set and track goals, aggregate their account information for a complete financial picture, and improve their financial wellness.

 

Self-serve online education

Lincoln offers online self-service education on simple financial wellness topics and long-term planning goals for every stage of life, as well as financial planning calculators, at LincolnFinancial.com.

 

Personal support

RCs (where offered) deliver holistic wellness education and support in one-on-one or group meetings — in person, over the phone, or via video.

 

WellnessPATH Marketplace

WellnessPATH Marketplace provides access to both proprietary and third party financial wellness solutions that can help employees improve their financial and overall well-being, including:

  • College funding and loan refinancing
  • Emergency savings solutions
  • Insurance solutions (homeowners, renters, auto, pet)
  • Tax preparation
  • 529 college savings plans1
  • Estate planning services1
  • Homebuying support1
  • Debt management services1

Making benefits more beneficial

Employers can opt to enhance certain solutions as part of their comprehensive benefits package. For example, an employer may choose to make payments directly to employee student loans or emergency savings, or they could offer matching retirement plan contributions based on student loan payments.

1 Products may not be available yet. Employees may be notified once they become available.

 
Polygon

LCN-7223502-102424

11/24 Z09

Order code: DIR-VALUE-IDE001

Ready to get started? Let’s work together.

Financial professionals, call us at 877-533-9710. Plan sponsors and business owners, talk to your financial professional to learn more.

Wellness solutions

Our wellness resources give employees the tools and confidence to make smarter decisions in every aspect of their lives so they can focus on larger goals such
as retirement.

Wellness solutions can help relieve employee stress — making a happier, more productive workforce — as well as help attract and retain top talent.

Wellness Path Tool

WellnessPATH® tool

Our proprietary, personalized online tool gives employees custom action steps and resources to help them budget, set and track goals, aggregate their account information for a complete financial picture, and improve their financial wellness.

 

WellnessPATH Marketplace

WellnessPATH Marketplace provides access to both proprietary and third party financial wellness solutions that can help employees improve their financial and overall well-being, including:

  • College funding and loan refinancing
  • Emergency savings solutions
  • Insurance solutions (homeowners, renters, auto, pet)
  • Tax preparation
  • 529 college savings plans1
  • Estate planning services1
  • Homebuying support1
  • Debt management services1

Making benefits more beneficial

Employers can opt to enhance certain solutions as part of their comprehensive benefits package. For example, an employer may choose to make payments directly to employee student loans or emergency savings, or they could offer matching retirement plan contributions based on student loan payments.

 

Self-serve online education

Lincoln offers online self-service education on simple financial wellness topics and long-term planning goals for every stage of life, as well as financial planning calculators, at LincolnFinancial.com.

 

Personal support

RCs (where offered) deliver holistic wellness education and support in one-on-one or group meetings — in person, over the phone, or via video.

1 Products may not be available yet. Employees may be notified once they become available.

 

Ready to get started? Let’s work together.

Financial professionals, call us at 877-533-9710. Plan sponsors and business owners, talk to your financial professional to learn more.

Polygon

Lincoln Financial (“Lincoln”) is the marketing name for Lincoln National Corporation and its affiliates, including Lincoln Retirement Services Company, LLC, The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.

Lincoln is not affiliated with third party vendors provided through the WellnessPATH® Marketplace.

Lincoln will receive a marketing distribution fee for third party products purchased through WellnessPATH® Marketplace. Depending on the arrangement, it may be a flat-dollar fee or a percentage of fees received by the third party vendor ranging from $1 – $500 per transaction.

Lincoln and its affiliates do not provide advice about the products and services offered by third party vendors. The information provided through WellnessPATH® Marketplace is general and educational in nature and should not be considered professional advice. Everyone’s circumstances are different and before making a financial wellness decision, an appropriate professional should be consulted.

WellnessPATH® Marketplace may offer links to third party websites, which are not part of Lincoln’s websites (“Sites”). Lincoln does not own, control, or endorse the content or products and services available through these third party websites. Lincoln does not assume any responsibility for any losses or damages in connection with the security, privacy practices, or content of any third party websites. These third party websites may have privacy and security policies that differ from our Sites.

©2024 Lincoln National Corporation

Privacy | Legal

LCN-7223502-102424

11/24 Z09

Order code: DIR-VALUE-IDE001

Wellness solutions

Our wellness resources give employees the tools and confidence to make smarter decisions in every aspect of their lives so they can focus on larger goals such as retirement.

Wellness solutions can help relieve employee stress — making a happier, more productive workforce — as well as help attract and retain top talent.

Wellness Path Tool
 

WellnessPATH® tool

Our proprietary, personalized online tool gives employees custom action steps and resources to help them budget, set and track goals, aggregate their account information for a complete financial picture, and improve their financial wellness.

 

Self-serve online education

Lincoln offers online self-service education on simple financial wellness topics and long-term planning goals for every stage of life, as well as financial planning calculators, at LincolnFinancial.com.

 

Personal support

RCs (where offered) deliver holistic wellness education and support in one-on-one or group meetings — in person, over the phone, or via video.

 

WellnessPATH Marketplace

WellnessPATH Marketplace provides access to both proprietary and third party financial wellness solutions that can help employees improve their financial and overall well-being, including:

  • College funding and loan refinancing
  • Emergency savings solutions
  • Insurance solutions (homeowners, renters,
    auto, pet)
  • Tax preparation
  • 529 college savings plans1
  • Estate planning services1
  • Homebuying support1
  • Debt management services1

Making benefits more beneficial

Employers can opt to enhance certain solutions as part of their comprehensive benefits package. For example, an employer may choose to make payments directly to employee student loans or emergency savings, or they could offer matching retirement plan contributions based on student loan payments.

1 Products may not be available yet. Employees may be notified once they become available.

 

Ready to get started? Let’s work together.

Financial professionals, call us at 877-533-9710. Plan sponsors and business owners, talk to your financial professional to learn more.

Polygon

LCN-7223502-102424

11/24 Z09

Order code: DIR-VALUE-IDE001