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Wealth Transfer Under the Biden Tax Plan

President Joe Biden is proposing to eliminate “stepped-up basis” on property transferred at death. Under his plan, unrealized appreciation would be subject to capital gains tax at the time an asset is transferred by gift or bequest.

This white paper, written by from Andrew Friedman of The Washington Update, considers the implications of a repeal of stepped-up basis, as well as other changes Congress might make to the gift and estate tax regime. The paper also sets out potential planning strategies for investors to consider to blunt the effects of the new rules. Read the whitepaper here!

Specialty Markets Advanced Market Resources

Sales ideas

New ideas to help you drive business forward.

Estate Wealth Transfer Strategies

Estate planning is a great way for your clients to protect their wealth, regardless of their net worth, and life insurance can help them create a tax-efficient estate plan. Explore Lincoln’s estate planning resources, including topics like:

  • Generation-skipping transfer tax
  • RMD legacy planning
  • Trust strategies using life insurance

Lincoln VULone

Training & Education

Access the latest insights from our team to help you deepen your expertise.

Introducing the VULONE Producer Training Portal
This on-demand training portal allows you to explore and learn about the new Lincoln VULONE at your own pace. Check back often as we will be adding new videos regularly. 
View the Producer Training Portal

Market Intel Exchange

Fund Partner of the Month

Lincoln’s Market Intel Exchange (PDF) can save you time, help you stay informed, and provide a diverse set of market perspectives through our partnerships with respected asset managers around the globe. Inside you will find a collection of charts and data that bring to life current market and economic themes that can help grow your business.

Professional Advantage Program

Working with Lincoln

From product resources to the latest from underwriting – we have you covered.

Lincoln's Professional Advantage Program can issue a Lincoln life insurance policy up to $20 million with no exams or labs.


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Value Add Resources

Tools to help you stay informed and evolve your practice.

Challenge Accepted: Embracing the transformation of our industry
2020 reinforced our ability to adapt and thrive in the face of challenge. Learn more about 2021’s biggest growth opportunities (PDF) and how we can help you say challenge accepted! View the site here!

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Specialty Markets

Expand into New Specialty Markets.

Unlock new opportunities and let Lincoln help you navigate these growing markets.
Lincoln is committed to helping financial professionals reach success in Specialty Markets, which remain largely untapped areas of growth. Explore the possibilities and learn more about how our experience and products can give you an edge.

Visit our resource center