Lincoln LifeGoals®, issued by The Lincoln National Life Insurance Company, is a game-changing, investment-focused variable universal life insurance solution with no surrender charges. Its streamlined features allow you to unlock new possibilities — for your clients and your business.
See what’s possible with Lincoln LifeGoals
Register now and unlock the Visualizer tool's potential
1 Distributions taken through loans and withdrawals, reduce a policy’s cash surrender value and death benefit and may cause the policy to lapse. Loans are generally not considered income and are tax-free, however, are treated as taxable withdrawals if the policy is a MEC. Withdrawals and surrenders are tax-free up to the cost basis, provide the policy is not a modified endowment contract (MEC).
2 Tax-free death benefit is available under IRC 101(a).
Make sure your client qualifies for Lincoln LifeGoals
We asked registered representatives what they thought of Lincoln’s newest solution: Lincoln LifeGoals® and here’s what they have to say...
Lincoln LifeGoals®, issued by The Lincoln National Life Insurance Company, is a game-changing, investment-focused variable universal life insurance solution with no surrender charges. Its streamlined features allow you to unlock new possibilities — for your clients and your business.
See what’s possible with Lincoln LifeGoals
Register now and unlock the Visualizer tool's potential
1 Distributions taken through loans and withdrawals, reduce a policy’s cash surrender value and death benefit and may cause the policy to lapse. Loans are generally not considered income and are tax-free, however, are treated as taxable withdrawals if the policy is a MEC. Withdrawals and surrenders are tax-free up to the cost basis, provide the policy is not a modified endowment contract (MEC).
2 Tax-free death benefit is available under IRC 101(a).
Make sure your client qualifies for Lincoln LifeGoals
1 Distributions taken through loans and withdrawals, reduce a policy’s cash surrender value and death benefit and may cause the policy to lapse. Loans are generally not considered income and are tax-free, however, are treated as taxable withdrawals if the policy is a MEC. Withdrawals and surrenders are tax-free up to the cost basis, provide the policy is not a modified endowment contract (MEC).
2 Tax-free death benefit is available under IRC 101(a).
We asked registered representatives what they thought of Lincoln’s newest solution: Lincoln LifeGoals® and here’s what they have to say...
Lincoln LifeGoals®, issued by The Lincoln National Life Insurance Company, is a game-changing, investment-focused variable universal life insurance solution with no surrender charges. Its streamlined features allow you to unlock new possibilities — for your clients and your business.
Register now and unlock the Visualizer tool's potential
1 Distributions taken through loans and withdrawals, reduce a policy’s cash surrender value and death benefit and may cause the policy to lapse. Loans are generally not considered income and are tax-free, however, are treated as taxable withdrawals if the policy is a MEC. Withdrawals and surrenders are tax-free up to the cost basis, provide the policy is not a modified endowment contract (MEC).
2 Tax-free death benefit is available under IRC 101(a).
Make sure your client qualifies for Lincoln LifeGoals
We asked registered representatives what they thought of Lincoln’s newest solution: Lincoln LifeGoals® and here’s what they have to say...
Lincoln LifeGoals®, issued by The Lincoln National Life Insurance Company, is a game-changing, investment-focused variable universal life insurance solution with no surrender charges. Its streamlined features allow you to unlock new possibilities — for your clients and your business.
Register now and unlock the Visualizer tool's potential
1 Distributions taken through loans and withdrawals, reduce a policy’s cash surrender value and death benefit and may cause the policy to lapse. Loans are generally not considered income and are tax-free, however, are treated as taxable withdrawals if the policy is a MEC. Withdrawals and surrenders are tax-free up to the cost basis, provide the policy is not a modified endowment contract (MEC).
2 Tax-free death benefit is available under IRC 101(a).
Make sure your client qualifies for Lincoln LifeGoals
We asked registered representatives what they thought of Lincoln’s newest solution: Lincoln LifeGoals® and here’s what they have to say...
Click on a step to learn more.
Use the Visualizer to see how Lincoln LifeGoals fits into your client's plan.
Client email #1:Introduce Lincoln LifeGoals
Client email #2: Highlight the benefits
Client email #3: See where Lincoln LifeGoals fits
Lincoln LifeGoals client guide
Lincoln LifeGoals fact sheet
Lincoln LifeGoals investment guide
Lincoln LifeGoals client profiles
Lincoln LifeGoals process flyer
Use the Visualizer to see how Lincoln LifeGoals fits into your client's plan.
Client email #1:Introduce Lincoln LifeGoals
Client email #2: Highlight the benefits
Client email #3: See where Lincoln LifeGoals fits
Lincoln LifeGoals client guide
Lincoln LifeGoals fact sheet
Lincoln LifeGoals investment guide
Lincoln LifeGoals client profiles
Lincoln LifeGoals process flyer
Use the Visualizer to see how Lincoln LifeGoals fits into your client's plan.
Client email #1:Introduce Lincoln LifeGoals
Client email #2: Highlight the benefits
Client email #3: See where Lincoln LifeGoals fits
Lincoln LifeGoals client guide
Lincoln LifeGoals fact sheet
Lincoln LifeGoals investment guide
Lincoln LifeGoals client profiles
Lincoln LifeGoals process flyer
Use the Visualizer to see how Lincoln LifeGoals fits into your client's plan.
Client email #1:
Introduce Lincoln LifeGoals
Client email #2:
Highlight the benefits
Client email #3:
See where Lincoln LifeGoals fits
Lincoln LifeGoals client guide
Lincoln LifeGoals fact sheet
Lincoln LifeGoals investment guide
Lincoln LifeGoals client profiles
Lincoln LifeGoals process flyer
Permanent life insurance is with your clients for life — and so are we. Share our 118+ year history of financial strength and stability with your clients.
Help your clients start planning for life’s possibility today with Lincoln LifeGoals. Reach out to your Lincoln sales representative to get started.
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 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 Corporation
LCN-6375948-020724
2/24 Z02
Order code: LGO-GOALS-IDE001
Permanent life insurance is with your clients for life — and so are we. Share our 118+ year history of financial strength and stability with your clients.
Help your clients start planning for life’s possibility today with Lincoln LifeGoals. Reach out to your Lincoln sales representative to get started.
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 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 to
continue coverage.
For financial professional use only. Not for use with the public.
©2024 Lincoln National Corporation
LCN-6375948-020724
2/24 Z02
Order code: LGO-GOALS-IDE001
Permanent life insurance is with your clients for life — and so are we. Share our 118+ year history of financial strength and stability with your clients.
Help your clients start planning for life’s possibility today with Lincoln LifeGoals. Reach out to your Lincoln sales representative to get started.
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 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 Corporation
LCN-6375948-020724
2/24 Z02
Order code: LGO-GOALS-IDE001
$13 trillion
Affluent aspirers in the U.S. have $13 trillion in investable assets and 86% of them are willing to pay for help exploring new investment opportunities. Let Lincoln LifeGoals help you meet the needs of this emerging client base.1
Permanent life insurance is with your clients for life — and so are we. Share our 118+ year history of financial strength and stability with your clients.
Help your clients start planning for life’s possibility today with Lincoln LifeGoals. Reach out to your Lincoln sales representative to get started.
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 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 Corporation
LCN-6375948-020724
2/24 Z02
Order code: LGO-GOALS-IDE001
Source: Lincoln Financial, “Advice Behavior Enterprise Segmentation,” 2022.