Celebrating over 55 years of helping people realize their financial goals
We empower our financial professionals to offer investors and employers quality investment, insurance and retirement products, with the service and support you need to help achieve your long-term financial goals.
What's New
Lincoln Investment Announces New Chief Information and Technology Officer and Chief Business Development Officer
We’re pleased to announce two additions to our executive leadership team! As Chief Information and Technology Officer, Jason Estes is responsible for leading the firm’s technology strategy, overseeing digital transformation initiatives and modernizing IT platforms to support the continued growth of Lincoln’s financial professional network and client base. In his role as Chief Business Development Officer, Dan Alexander is responsible for driving the firm’s revenue growth, developing and executing strategic plans to compete in the marketplace and increasing Lincoln’s financial professional network with continued branch growth and effective retention strategies. Read the press release here.
Lincoln Encourages Educators to Boost 403(b) Contributions this Summer
With summer break at hand and many teachers receiving annual raises, Lincoln encourages America’s educators to boost contributions to their 403(b) accounts, an easy way to invest in their financial future. Summer is a great time for teachers to take a fresh look at their finances. A small increase in a contribution when a raise takes effect can have a huge impact down the road. Call your Lincoln financial professional or find one near you to learn how a smart summer contribution today could pave the way for a more comfortable retirement tomorrow. Read the full press release here.
Add a Retirement Savings Checkup to Your Summer To-Do List
While enjoying the summer season with family and friends, take a moment to make sure you are saving enough to retire. Studies show that more than one-half of American households do not save enough to sustain their living standards. Schedule time with a Lincoln financial professional near you and ask about a retirement checkup to make sure your plan is working.
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Lincoln Investment named to Financial Planning’s
Independent Broker-Dealer Elite 2024:*
#13 for total revenue
#6 for women as a percentage of producing reps
#8 for fee-based mix
*Issued August 15, 2024, the annual IBD Elite ranking of the largest independent broker-dealers in wealth management conducted by Financial Planning contains data on 41 firms and their 2023 revenue, as reported by the firms themselves. Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Firms do not pay a fee to Financial Planning in exchange for inclusion in the Financial Planning IBD Elite ranking list. Source: http://www.financial-planning.com/