A strong estate plan can help your clients solidify their financial future and take control of the assets they worked hard to attain. Estate planning tools — such as a trust — can help them leave a lasting legacy that speaks volumes.
Preparing for the future with a trust helps clients protect and manage the legacy they want to pass along to their loved ones. Combining a trust with life insurance not only offers clients protection for their family, business and legacy, it also helps them control how their legacy is distributed — taking fate out of the equation. Subject matter expert Tim O’Connell sheds light on the importance of trusts in the video below.
of Americans believe that estate planning is important, regardless of their wealth.1
adults still don’t have an estate plan in place.2
1 Global Trust Depository, 2021, “How to Safeguard Your Trust and Estate Documents,” https://globaltrustdepository.com/how-to-safeguard-your-trust-and-estate-documents/
2 Caring.com, “2021 Wills and Estate Planning Study,” https://www.caring.com/caregivers/estate-planning/wills-survey/2021-survey/
If you’re thinking about which clients need an estate plan, the answer is easy: all of them. Because regardless of their net worth, it’s important that they have the right estate plan in place. Having one can help your clients grow and protect their legacy, along with reducing estate expenses, taxes and probate costs. It also allows them to control the distribution of their assets to ensure their unique goals are achieved. Clients look to their legal, tax and financial professionals to help them create a successful estate plan.
Though everyone should have an estate plan, not everyone may need a trust. A trust may be the right solution for clients who:
For more than a century, we’ve built an honest, dependable financial services company on the foundation of an inclusive vision and values. Our goal is to empower clients to take charge of their financial lives with confidence and optimism. We offer a broad portfolio of solutions and the support you and your clients need — before, during and after policy issue. Our dedicated sales consultant for trust-owned life insurance is there to provide guidance as you build estate planning strategies for your clients. We also have an advanced sales team of attorneys to leverage for up-to-date information on tax laws. And our leading-edge underwriting team ensures your cases are handled as efficiently and quickly as possible.
Ready to help clients protect their legacy with trust-owned life insurance?
Email us at TOLI@LFG.com or call us at 800-832-5372.
©2023 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.
LCN-6060122-103023
11/23 Z07
Order code: LIF-TOLID-IDE001
For financial professional use only. Not for use with the public.
A strong estate plan can help your clients solidify their financial future and take control of the assets they worked hard to attain. Estate planning tools — such as a trust — can help them leave a lasting legacy that speaks volumes.
Preparing for the future with a trust helps clients protect and manage the legacy they want to pass along to their loved ones. Combining a trust with life insurance not only offers clients protection for their family, business and legacy, it also helps them control how their legacy is distributed — taking fate out of the equation. Subject matter expert Tim O’Connell sheds light on the importance of trusts in the video below.
of Americans believe that estate planning is important, regardless of their wealth.1
adults still don’t have an estate plan in place.2
1 Global Trust Depository, 2021, “How to Safeguard Your Trust and Estate Documents,” https://globaltrustdepository.com/how-to-safeguard-your-trust-and-estate-documents/
2 Caring.com, “2021 Wills and Estate Planning Study,” https://www.caring.com/caregivers/estate-planning/wills-survey/2021-survey/
If you’re thinking about which clients need an estate plan, the answer is easy: all of them. Because regardless of their net worth, it’s important that they have the right estate plan in place. Having one can help your clients grow and protect their legacy, along with reducing estate expenses, taxes and probate costs. It also allows them to control the distribution of their assets to ensure their unique goals are achieved. Clients look to their legal, tax and financial professionals to help them create a successful estate plan.
Though everyone should have an estate plan, not everyone may need a trust. A trust may be the right solution for clients who:
For more than a century, we’ve built an honest, dependable financial services company on the foundation of an inclusive vision and values. Our goal is to empower clients to take charge of their financial lives with confidence and optimism. We offer a broad portfolio of solutions and the support you and your clients need — before, during and after policy issue. Our dedicated sales consultant for trust-owned life insurance is there to provide guidance as you build estate planning strategies for your clients. We also have an advanced sales team of attorneys to leverage for up-to-date information on tax laws. And our leading-edge underwriting team ensures your cases are handled as efficiently and quickly as possible.
Ready to help clients protect their legacy with trust-owned life insurance? Email us at TOLI@LFG.com or call us at 800-832-5372.
©2023 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.
For financial professional use only. Not for use with the public.
LCN-6060122-103023
11/23 Z07
Order code: LIF-TOLID-IDE001
A strong estate plan can help your clients solidify their financial future and take control of the assets they worked hard to attain. Estate planning tools — such as a trust — can help them leave a lasting legacy that speaks volumes.
Preparing for the future with a trust helps clients protect and manage the legacy they want to pass along to their loved ones. Combining a trust with life insurance not only offers clients protection for their family, business and legacy, it also helps them control how their legacy is distributed — taking fate out of the equation. Subject matter expert Tim O’Connell sheds light on the importance of trusts in the video below.
of Americans believe that estate planning is important, regardless of their wealth.1
adults still don’t have an estate plan in place.2
1 Global Trust Depository 2021, “How to Safeguard Your Trust and Estate Documents,” https://globaltrustdepository.com/how-to-safeguard-your-trust-and-estate-documents/
2 Caring.com, “2021 Wills and Estate Planning Study,” https://www.caring.com/caregivers/estate-planning/wills-survey/2021-survey/
If you’re thinking about which clients need an estate plan, the answer is easy: all of them. Because regardless of their net worth, it’s important that they have the right estate plan in place. Having one can help your clients grow and protect their legacy, along with reducing estate expenses, taxes and probate costs. It also allows them to control the distribution of their assets to ensure their unique goals are achieved. Clients look to their legal, tax and financial professionals to help them create a successful estate plan.
Though everyone should have an estate plan, not everyone may need a trust. A trust may be the right solution for clients who:
For more than a century, we’ve built an honest, dependable financial services company on the foundation of an inclusive vision and values. Our goal is to empower clients to take charge of their financial lives with confidence and optimism. We offer a broad portfolio of solutions and the support you and your clients need — before, during and after policy issue. Our dedicated sales consultant for trust-owned life insurance is there to provide guidance as you build estate planning strategies for your clients. We also have an advanced sales team of attorneys to leverage for up-to-date information on tax laws. And our leading-edge underwriting team ensures your cases are handled as efficiently and quickly as possible.
Ready to help clients protect their legacy with trust-owned life insurance? Email us at TOLI@LFG.com or call us at 800-832-5372.
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.
For financial professional use only. Not for use with the public.
©2023 Lincoln National Corporation
LCN-6060122-103023
11/23 Z07
Order code: LIF-TOLID-IDE001
A strong estate plan can help your clients solidify their financial future and take control of the assets they worked hard to attain. Estate planning tools — such as a trust — can help them leave a lasting legacy that speaks volumes.
Preparing for the future with a trust helps clients protect and manage the legacy they want to pass along to their loved ones. Combining a trust with life insurance not only offers clients protection for their family, business and legacy, it also helps them control how their legacy is distributed — taking fate out of the equation. Subject matter expert Tim O’Connell sheds light on the importance of trusts in the video below.
of Americans believe that estate planning is important, regardless of their wealth.1
adults still don’t have an estate plan in place.2
1 Global Trust Depository, 2021, “How to Safeguard Your Trust and Estate Documents,” https://globaltrustdepository.com/how-to-safeguard-your-trust-and-estate-documents/
2 Caring.com, “2021 Wills and Estate Planning Study,” https://www.caring.com/caregivers/estate-planning/wills-survey/2021-survey/
If you’re thinking about which clients need an estate plan, the answer is easy: all of them. Because regardless of their net worth, it’s important that they have the right estate plan in place. Having one can help your clients grow and protect their legacy, along with reducing estate expenses, taxes and probate costs. It also allows them to control the distribution of their assets to ensure their unique goals are achieved. Clients look to their legal, tax and financial professionals to help them create a successful estate plan.
Though everyone should have an estate plan, not everyone may need a trust. A trust may be the right solution for clients who:
For more than a century, we’ve built an honest, dependable financial services company on the foundation of an inclusive vision and values. Our goal is to empower clients to take charge of their financial lives with confidence and optimism. We offer a broad portfolio of solutions and the support you and your clients need — before, during and after policy issue. Our dedicated sales consultant for trust-owned life insurance is there to provide guidance as you build estate planning strategies for your clients. We also have an advanced sales team of attorneys to leverage for up-to-date information on tax laws. And our leading-edge underwriting team ensures your cases are handled as efficiently and quickly as possible.
Ready to help clients protect their legacy with trust-owned life insurance?
Email us at TOLI@LFG.com or call us at 800-832-5372.
©2023 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.
LCN-6060122-103023
11/23 Z07
Order code: LIF-TOLID-IDE001
For financial professional use only. Not for use with the public.
