SOLUTIONS from Lincoln Investment

Features:
	Mutual fund choice
	Risk management programs
	Consolidated account statements
	Website access

SOLUTIONS platforms from Lincoln Investment form the cornerstone of our financial planning services.

Our SOLUTIONS platforms were designed to help investors simplify the management of their investment accounts.

Using SOLUTIONS, investors can consolidate assets into one convenient account and simplify record-keeping via a consolidated account statement. Investors can also monitor progress toward their goals with online account access.

SOLUTIONS platforms provide investors with the tools they need to accumulate wealth and to preserve that wealth via risk management and asset allocation strategies from professional asset managers.

• Retirement SOLUTIONS is an integrated investment platform designed specifically for assets in tax-deferred retirement accounts, such as 403(b), 457(b), IRA and Roth IRA plans, utilizing UMB Bank n.a. as custodian.
  
  
• Retirement SOLUTIONS PREMIER is also designed for Retirement SOLUTIONS-eligible accounts for our investors who want a simplified, fee-based option for their investment and risk management needs.
  
  
• Investor SOLUTIONS is an integrated investment platform for non-retirement assets, including jointly owned, UGMA/UTMA and individual accounts through a custodian other than UMB Bank.
  
  
• Investor SOLUTIONS PREMIER is designed for Investor SOLUTIONS-eligible accounts for our investors who want a simplified, fee-based option for your investment and risk management needs.

Through our SOLUTIONS platforms, you benefit from:

• Choice from more than 1,700 mutual funds
• Consolidated quarterly account statement
• Selection of risk management and asset allocation strategies
• Unified loan provision for 403(b) accounts
• "One check" income source at retirement
• Online account access

A Lincoln Investment financial representative can show you how our SOLUTIONS platforms can help you achieve your financial goals, whatever they may be.