Annuities
New this Month
Help clients own the outcome
How do financial professionals empower clients to take action when unpredictable markets and investment losses are top concerns? Visit our resource center for ways to help bring the conversation into focus.
Get our new guide (PDF) to learn about words and phrases to avoid and how to help clients feel more confident and empowered!
Our solutions
Lincoln’s fixed and fixed indexed annuities can help clients maintain the principal protection they want with the growth potential they need. These solutions blend safety with opportunity – so clients don’t have to sacrifice growth to enjoy market protection.
Access the full marketing library
Click here to access Lincoln’s Digital Resource Guide.
Now including direct access to run illustrations. No login required!
- Sales ideas
- Featured campaigns
We’re committed to helping financial professionals strengthen their relationships and practices through better client conversations. That’s why we offer an extensive lineup of sales ideas and digital resources to help prepare you with the right questions and tools for every client meeting.
The power of protection
Clients want the value of protection from market loss and opportunities for growth. Show them how they can get both.
Protection against market loss flier
Learn how important it is to minimize investment loss — especially as clients approach retirement with less time to recover.
View the flier. (PDF)
Repurposing an old policy for immediate income
Read more about the cost basis advantage of a 1035 exchange.
(PDF)
IRS rules on 1035 exchange by beneficiary
For a tax-advantaged income and wealth transfer strategy, Lincoln offers annuity products with options to fit clients’ specific needs.
Fixed Annuities social media campaign.
Quickly create social media campaigns that can help elevate your business and conversations with clients. Use the images and text provided to schedule social media on your channels.
Alliance for Lifetime Income
Helps educate financial professionals and clients on the value of protected lifetime income in retirement. Access resources on income planning and solutions that can provide reliable income for life.
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.