Client needs

Expand your services and maximize your value

A client-first approach is the core of the comprehensive planning service you provide. Partnering with us helps you deliver meaningful and efficient ways to serve your client’s best interests. Lincoln RIA Class annuities give you the power to build portfolios that work smarter, not harder.


  • businessman talks on phone in office

    Position clients for growth while reducing risk with a customizable solution.

    Protected Growth

  • woman holds cell phone in front of her on city sidewalk and looks off to the right

    Replace old or inherited annuities with better-suited, commission-free options.    

    Annuity Review

  • businessman sits behind desk and gestures with his hands

    Reduce the tax impact to help maximize income with our patented solution.           

    Advanced Tax Concerns

  • businessman stands on city street

    Discover options for income, including one with more upfront income from a smaller investment.

    Protected Income

  • standing woman shakes hands with person seated across from her

    Help clients preserve capital with a strategy that delivers 100% downside protection.

    Asset Value Protection

  • businesswoman sits in office with laptop open in front of her

    Unlock strategies for multigenerational income, tax-efficient wealth transfer, and more.

    Legacy Planning

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Annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk, and possible loss of principal.