     
| 1968 |
Lincoln Investment Planning, Inc. is founded
by Nick Forst. Believing educators needed guidance to achieve financial
security, Nick worked to convert savers into investors. At a time
when fixed products were the only investment vehicles available
to educators, Lincoln Investment introduced variable investment
products to expand their menu of choice and potential opportunity
to retire well. |
| 1969 |
Lincoln Investment obtained its first major
contract with the Philadelphia School District. As a testament
to its longevity and service focus, today — over 38 years later —
Lincoln Investment continues this relationship. |
| 1974 |
As a result of groundbreaking ERISA legislation,
Lincoln Investment was one of the first companies to offer mutual
funds as a 403(b) investment alternative to employees. |
| 1978 |
Lincoln Investment began investment counseling
for employees retiring from the Public School Employees Retirement
System. Lincoln Investment's innovative education-and-advice approach
to counseling helped employees maximize their retirement benefits.
This is just one of the value-added services still offered today. |
| 1979 |
Severe market fluctuation in the early 1970s
made Lincoln Investment want to help its investors better manage
risk. As a result, Lincoln Investment created the first risk reduction
strategy available to educators in the 403(b) marketplace. |
| 1982 |
Lincoln Investment continued its expansion beyond
the Philadelphia region, helping investors through strategic branch
offices located throughout the country. |
| 1995 |
Lincoln Investment launches www.lincolninvestment.com
to educate investors, employers and the public about our products
and services. |
| 1998 |
To simplify investors' financial lives, Lincoln
Investment creates Retirement SOLUTIONS, a platform that enables
investors to consolidate investments and reduce paperwork into just
one statement. Offering over 1,000 mutual funds and a menu of risk
management strategies, Retirement SOLUTIONS provides investors
with a customized investment platform, tailored to personal needs,
and a wide range of investment options. |
| 1999 |
Lincoln Investment rebuilt its computer system
to provide a higher level of technical
support to its investors. |
| 2000 |
Lincoln Investment unveils its enhanced website
enabling investors access to their accounts online 24 hours a day,
7 days a week. |
| 2003 |
Assets under management surpass $4 billion.
Nearly 400 financial professionals work in over 60 branch offices
around the country. Lincoln Investment manages 1,800 employee contracts
representing over 100,000 investors and processes in excess of
$145 million in salary payroll deductions annually. |
| 2005 |
Lincoln Investment creates PREMIER SOLUTIONS: A simplified, fee-based alternative to our popular Retirement SOLUTIONS platform. PREMIER SOLUTIONS is available for both qualified and non-tax qualified accounts and provides similar benefits available in our Retirement and Investor SOLUTIONS platforms. |
Over the years, we have expanded our focus to include individuals,
employers, corporations, endowments and foundations. Today, Lincoln
Investment financial representatives:
- Are involved in more than 2,000 retirement plans nationwide
- Address the needs of nearly 125,000 clients who have invested more than
$5 billion in mutual funds,
variable and fixed annuity assets, stocks and bonds
- Are part of an organization that manages over $1 billion
in fee-based asset management products
Our original commitment to long-term planning, coupled with
a conservative approach to equity investing, continues today.
That commitment is just one of the reasons Lincoln Investment
is recognized as an industry leader. With the professional
advice of a Lincoln
Investment financial representative, investors
can assemble a diversified investment and risk-managed portfolio
through a single institution.
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