Home » Posts tagged with "wealth"

Posts tagged with "wealth"

Voya – New Client Sales Tool!

Voya – New Client Sales Tool!

Feb. 9 | View as web page | Forward Build wealth plus income with caps up to 7.25% and a 2% annual bonus on the income value benefit base. Give clients roll-up potential of 9.25%* *Rates as of 01/23/2017 and are subject to change...

Leverage Idle Assets to Increase Legacies

Leverage Idle Assets to Increase Legacies

Oct. 6 | You may have clients approaching age 70 concerned that taking required minimum distributions will increase their tax exposure. They may not need the extra income and want to minimize their tax risk. A strategy featuring life...

Jan. 14 | Lincoln MoneyGuard® II — now available in Hawaii A wealth protection strategy with more flexibility and long-term care (LTC) planning options The company with the leading LTC hybrid solution1 now offers more of what clients want — choice. Lincoln...

Do Your Clients Have a Wealth Protection Strategy?

Do Your Clients Have a Wealth Protection Strategy?

Nov. 24 |   In recognition of Long-term Care Awareness Month, offer your clients an LTC funding solution backed by the financial strength and experience of Lincoln. Long-term care can be a complicated subject. With Lincoln MoneyGuard®...

RMDs Should Do More!

RMDs Should Do More!

Aug. 29 | No time to wait Help protect your clients’ savings from the impact of long-term care (LTC) costs now Clients facing retirement know the impact long-term care costs can have on their wealth. If you have clients with RMDs that are an idle or...

Introducing Lincoln WealthPreserveSM Survivorship IUL

Introducing Lincoln WealthPreserveSM Survivorship IUL

Aug. 12 | Introducing Lincoln WealthPreserveSM Survivorship IUL Your new estate protection, wealth preservation, and legacy planning solution Lincoln WealthPreserve Survivorship Indexed UL (SIUL) is a cost-efficient, second-to-die policy designed...

Lincoln life product update

Lincoln life product update

Jul. 28 | Introducing Lincoln WealthPreserveSM Survivorship IUL Lincoln is pleased to introduce Lincoln WealthPreserve Survivorship Indexed UL (SIUL), the newest addition to our survivorship product portfolio, effective August 11, 2014. In our commitment to providing...