Lincoln LifeGoals®
High Earners Not Rich Yet
From planning their finances to protecting their nest egg, the HENRYs have many things in common. But they’re also unique. Luckily for them, there’s Lincoln LifeGoals®, an investment-focused variable universal life insurance product issued by The Lincoln National Life Insurance Company.
$250k - $500k
Average annual income of a HENRY1
$47 trillion
Assets held by affluent individuals by 20252
69%
Financial professionals are targeting HENRYs to grow their business3
Click on each HENRY to learn more about them.
Meet Josh
Proactive Planner
Meet Sam
Cautious Investor
Meet Jessie
Tax-averse client
Meet George
Number Cruncher
Meet Amar
Busy Professional
Meet Nicole
The Techy
With Lincoln LifeGoals, you can better serve each of the HENRYs in your practice – and do so much more.
Learn more about everything Lincoln LifeGoals® has to offer to your clients.
Explore the possibilities of investment-focused variable universal life insurance.
1 Investopedia, “High Earners, Not Rich Yet (HENRYs) Definition,” 2022.
2 "The rise of the mass affluent," Capgemini USA, 2023.
3 Natixis, “As markets tumble, financial advisors…,” 2022.
Want to speak with a Lincoln LifeGoals® sales representative? Fill out our Contact Us form or call 877-533-0114.
©2024 Lincoln National Corporation
Any tax information contained in this communication, while presented in good faith, is general in nature and is not intended to be a rendering of legal, accounting or tax advice and should not be used without the advice and guidance of a professional Tax Advisor. Furthermore, the information contained herein may not be applicable or suitable to an individual’s specific circumstances or needs and may require consideration of other matters.
Important information
This material is intended for informational and educational purposes only. It is not intended to be investment, legal, or tax advice. Work with your financial, legal and tax professionals for guidance.
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
Lincoln LifeGoals® is a variable universal life insurance policy issued on policy form ICC21-VUL611 and state variations by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.
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.
Lincoln variable universal life insurance is sold by prospectuses. Carefully consider the investment objectives, risks, and charges and expenses of the policy and its underlying investment options. This and other important information can be found in the prospectus for the variable universal life policy and the prospectus for the underlying investment options. Prospectuses are available upon request and should be read carefully before investing or sending money. For current prospectuses, please call 800-444-2363 or go to www.LincolnFinancial.com.
Policy values will fluctuate and are subject to market risk and to possible loss of principal. Products, riders and features are subject to availability. Limitations and exclusions apply. Not for use in New York.
It is possible coverage will expire when either no premiums are paid following the initial premium, or subsequent premiums are insufficient to continue coverage.
For financial professional use only. Not for use with the public.
LCN-5918762-083023
2/24 Z01
Order code: LGO-HENRY-IDE001
Lincoln LifeGoals®
High Earners Not Rich Yet
From planning their finances to protecting their nest egg, the HENRYs have many things in common. But they’re also unique. Luckily for them, there’s Lincoln LifeGoals®, an investment-focused variable universal life insurance product issued by The Lincoln National Life Insurance Company.
$250k - $500k
Average annual income of a HENRY1
$47 trillion
Assets held by affluent individuals by 20252
69%
Financial professionals are targeting HENRYs to grow their business3
Click on each HENRY to learn more about them.
Meet Josh
Proactive Planner
Meet Sam
Cautious Investor
Meet Jessie
Tax-averse client
Meet George
Number Cruncher
Meet Amar
Busy Professional
Meet Nicole
The Techy
With Lincoln LifeGoals, you can better serve each of the HENRYs in your practice – and do so much more.
Learn more about everything Lincoln LifeGoals® has to offer to your clients.
Explore the possibilities of investment-focused variable universal life insurance.
1 Investopedia, “High Earners, Not Rich Yet (HENRYs) Definition,” 2022.
2 "The rise of the mass affluent," Capgemini USA, 2023.
3 Natixis, “As markets tumble, financial advisors…,” 2022.
Want to speak with a Lincoln LifeGoals® sales representative? Fill out our Contact Us form or call 877-533-0114.
©2024 Lincoln National Corporation
Any tax information contained in this communication, while presented in good faith, is general in nature and is not intended to be a rendering of legal, accounting or tax advice and should not be used without the advice and guidance of a professional Tax Advisor. Furthermore, the information contained herein may not be applicable or suitable to an individual’s specific circumstances or needs and may require consideration of other matters.
Important information
This material is intended for informational and educational purposes only. It is not intended to be investment, legal, or tax advice. Work with your financial, legal and tax professionals for guidance.
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
Lincoln LifeGoals® is a variable universal life insurance policy issued on policy form ICC21-VUL611 and state variations by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.
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.
Lincoln variable universal life insurance is sold by prospectuses. Carefully consider the investment objectives, risks, and charges and expenses of the policy and its underlying investment options. This and other important information can be found in the prospectus for the variable universal life policy and the prospectus for the underlying investment options. Prospectuses are available upon request and should be read carefully before investing or sending money. For current prospectuses, please call 800-444-2363 or go to www.LincolnFinancial.com.
Policy values will fluctuate and are subject to market risk and to possible loss of principal. Products, riders and features are subject to availability. Limitations and exclusions apply. Not for use in New York.
It is possible coverage will expire when either no premiums are paid following the initial premium, or subsequent premiums are insufficient to continue coverage.
For financial professional use only. Not for use with the public.
LCN-5918762-083023
2/24 Z01
Order code: LGO-HENRY-IDE001
Lincoln LifeGoals®
High Earners Not Rich Yet
From planning their finances to protecting their nest egg, the HENRYs have many things in common. But they’re also unique. Luckily for them, there’s Lincoln LifeGoals®, an investment-focused variable universal life insurance product issued by The Lincoln National Life Insurance Company.
$250k - $500k
Average annual income of a HENRY1
$47 trillion
Assets held by affluent individuals by 20252
69%
Financial professionals are targeting HENRYs to grow their business3
Click on each HENRY to learn more about them.
Meet Josh
Proactive Planner
Meet Sam
Cautious Investor
Meet Jessie
Tax-averse client
Meet George
Number Cruncher
Meet Amar
Busy Professional
Meet Nicole
The Techy
With Lincoln LifeGoals, you can better serve each of the HENRYs in your practice – and do so much more.
Learn more about everything Lincoln LifeGoals® has to offer to your clients.
Explore the possibilities of investment-focused variable universal life insurance.
1 Investopedia, “High Earners, Not Rich Yet (HENRYs) Definition,” 2022.
2 "The rise of the mass affluent," Capgemini USA, 2023.
3 Natixis, “As markets tumble, financial advisors…,” 2022.
Want to speak with a Lincoln LifeGoals® sales representative? Fill out our Contact Us form or call 877-533-0114.
©2024 Lincoln National Corporation
Any tax information contained in this communication, while presented in good faith, is general in nature and is not intended to be a rendering of legal, accounting or tax advice and should not be used without the advice and guidance of a professional Tax Advisor. Furthermore, the information contained herein may not be applicable or suitable to an individual’s specific circumstances or needs and may require consideration of other matters.
Important information
This material is intended for informational and educational purposes only. It is not intended to be investment, legal, or tax advice. Work with your financial, legal and tax professionals for guidance.
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
Lincoln LifeGoals® is a variable universal life insurance policy issued on policy form ICC21-VUL611 and state variations by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.
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.
Lincoln variable universal life insurance is sold by prospectuses. Carefully consider the investment objectives, risks, and charges and expenses of the policy and its underlying investment options. This and other important information can be found in the prospectus for the variable universal life policy and the prospectus for the underlying investment options. Prospectuses are available upon request and should be read carefully before investing or sending money. For current prospectuses, please call 800-444-2363 or go to www.LincolnFinancial.com.
Policy values will fluctuate and are subject to market risk and to possible loss of principal. Products, riders and features are subject to availability. Limitations and exclusions apply. Not for use in New York.
It is possible coverage will expire when either no premiums are paid following the initial premium, or subsequent premiums are insufficient to continue coverage.
For financial professional use only. Not for use with the public.
LCN-5918762-083023
2/24 Z01
Order code: LGO-HENRY-IDE001
From planning their finances to protecting their nest egg, the HENRYs have many things in common. But they’re also unique. Luckily for them, there’s Lincoln LifeGoals®, an investment-focused variable universal life insurance product issued by The Lincoln National Life Insurance Company.
$250k - $500k
Average annual income of a HENRY1
$47 trillion
Assets held by affluent individuals by 20252
69%
Financial professionals are targeting HENRYs to grow their business3
Click on each HENRY to learn more about them.
Wondering the best way to engage with the HENRYs in your practice? We can help.
With Lincoln LifeGoals, you can better serve each of the HENRYs in your practice – and do so much more.
Learn more about everything Lincoln LifeGoals® has to offer to your clients.
Explore the possibilities of investment-focused variable universal life insurance.
1 Investopedia, “High Earners, Not Rich Yet (HENRYs) Definition,” 2022.
2 "The rise of the mass affluent," Capgemini USA, 2023.
3 Natixis, “As markets tumble, financial advisors…,” 2022.
Want to speak with a Lincoln LifeGoals® sales representative? Fill out our Contact Us form or call 877-533-0114.
Any tax information contained in this communication, while presented in good faith, is general in nature and is not intended to be a rendering of legal, accounting or tax advice and should not be used without the advice and guidance of a professional Tax Advisor. Furthermore, the information contained herein may not be applicable or suitable to an individual’s specific circumstances or needs and may require consideration of other matters.
Important information
This material is intended for informational and educational purposes only. It is not intended to be investment, legal, or tax advice. Work with your financial, legal and tax professionals for guidance.
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
Lincoln LifeGoals® is a variable universal life insurance policy issued on policy form ICC21-VUL611 and state variations by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.
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.
Lincoln variable universal life insurance is sold by prospectuses. Carefully consider the investment objectives, risks, and charges and expenses of the policy and its underlying investment options. This and other important information can be found in the prospectus for the variable universal life policy and the prospectus for the underlying investment options. Prospectuses are available upon request and should be read carefully before investing or sending money. For current prospectuses, please call 800-444-2363 or go to www.LincolnFinancial.com.
Policy values will fluctuate and are subject to market risk and to possible loss of principal. Products, riders and features are subject to availability. Limitations and exclusions apply. Not for use in New York.
It is possible coverage will expire when either no premiums are paid following the initial premium, or subsequent premiums are insufficient to continue coverage.
For financial professional use only. Not for use with the public.
©2024 Lincoln National
LCN-5918762-083023
2/24 Z01
Order code: LGO-HENRY-IDE001
Meet Josh
Proactive Planner
Meet Sam
Cautious Investor
Meet Jessie
Tax-averse client
Meet George
Number Cruncher
Meet Amar
Busy Professional
Meet Nicole
The Techy
