Last Updated: February 9
- Baby Boomer Infographic. Use this flyer to start a conversation about retirement assets with clients born between 1946 - 1964.
- Secure Lifetime GUL 3. Secure Lifetime GUL 3. Turn life’s uncertainties into peace of mind with guaranteed protection. Safeguard your family or business and enjoy more financial control during uncertain economic times. Unique, optional riders and features enable you to tailor the policy to your own needs. This flexibility combined with our living benefit riders truly makes this the ultimate in Optionality®.
- Reduce Your Clients Tax Burden. Make your clients happy - start managing their tax risk is by diversifying their retirement portfolios with Lincoln life insurance. It’s an asset that provides financial protection and tax advantages. Get conversation starters, a tax-efficient retirement client guide, and a 1040 tax overlay.
- LTC Conversion Tool. Use this site to help your clients start planning for long-term care.
- Strengthen Your Relationships with Female Clients. The Nationwide Retirement Institute® offers information on women and investing to help you understand the diverse financial challenges that women face, and give you the tools to offer your female clients the customized support they want.
- Help with Business Life Cases. This flyer explains the sales and implementation process, flexible underwriting options, and more.
- Protective Indexed Choice UL. When deciding on life insurance, clients may weigh strong protection against potential cash value. Help them avoid having to make the choice by offering an indexed universal life insurance policy that delivers both, even when you initially may think it's not the most affordable option.
- Survivor Center. Resources to help your clients when they experience the death of a loved one: funeral planning, checklist, financial and legal help, emotional support, instructions for filing a claim, and more.