Lincoln and LPL Financial visualize annuity sales together

June 6, 2013 by Michael Kevin Stanley

Lincoln Financial Distributors (Lincoln), the wholesale distribution subsidiary of Lincoln Financial Group, announced that LPL Financial, a wholly-owned subsidiary of LPL Financial Holdings, a broker-dealer, Registered Investment Advisor custodian and independent consultant to retirement plans, has adopted Lincoln’s Annuity Visualizer as an addition to its annuity tools and resource platform.

The Annuity Visualizer seeks to break down the retirement message and educate advisors on how to communicate the value of annuities in a digestible way.

The Annuity Visualizer was developed in 2012 after Lincoln repeatedly heard calls from advisors for a way to streamline the education process and overall experience for clients. Click here to read…

Originally Posted at LifeHealthPro on June 4, 2013 by Michael Kevin Stanley.