18400 Von Karman Avenue
Suite 400
Irvine, CA 92612
ph: 949-660-0661
fax: 949-756-2624
Advisor Direct
The financial landscape is changing at a dizzying pace. More than ever before, consumers are seeking exceptional service, convenience and confidence - especially when it comes to managing their finances. Service providers are expected to offer the leading-edge technology, products and services needed to put individuals in charge of theirown financial affairs, quickly and conveniently with an organization they can trust.
If your vision is to enter into or expand within the financial services industry, then Lincoln Financial Advisors has the financial strength, objectivity and planning expertise you are looking for from a business partner.
Rather than trying to meet consumers' comprehensive financial needs yourself - a time-consuming, costly and labor-intensive proposition - why not partner with a company that can? Through LFA SolutionsLinc5M, you can offer investment planning,estate planning, retirement planning, education planning and insurance analysis services.
A Beneficial Alliance
When you join forces with Lincoln Financial Advisors, a leading financial services organization, you're assured of the highest ethical behavior. We respect your relationship with your clients, customers or members and see our role as supporting that relationship.
We provide you access to Lincoln Financial Group (the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates). Lincoln Financial Group had over $119 billion in consolidated assets as of 6/30/05 and $6.5 billion in annual consolidated revenues in 2004. In addition, Lincoln Financial Advisors also delivers the necessary compliance and regulatory requirements for conducting financial services business within your industry.
An alliance with Lincoln Financial Advisors will result in value added services for your clients, customers or members, as well as a significant revenue source for your organization.
Put Our Planning Capabilities to Work
Inflation. Changing tax laws. Volatile financial markets. Evolving personal, business and family circumstances. Each can impact consumers' financial futures, and each can cloud their financial vision. Certainly, it can be overwhelming to keep up with or, for that matter, respond to the implications of every financial event that may impact them. But you don't have to. That's where our partnership can help.
It's all about anticipating these events, understanding their implications and then positioning consumers to most effectively respond to them. It's all about letting consumers know what they need to know so they can make the right choices - in advance, before it's too late. It's all about having the proper perspective. About developing the right plan. And developing it clearly, concisely, completely.
Contact us via E-mail at: Tim.Neustadt@LFG.com
If your vision is to enter into or expand within the financial services industry, then Lincoln Financial Advisors has the financial strength, objectivity and planning expertise you are looking for from a business partner.
Rather than trying to meet consumers' comprehensive financial needs yourself - a time-consuming, costly and labor-intensive proposition - why not partner with a company that can? Through LFA SolutionsLinc5M, you can offer investment planning,estate planning, retirement planning, education planning and insurance analysis services.
A Beneficial Alliance
When you join forces with Lincoln Financial Advisors, a leading financial services organization, you're assured of the highest ethical behavior. We respect your relationship with your clients, customers or members and see our role as supporting that relationship.
We provide you access to Lincoln Financial Group (the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates). Lincoln Financial Group had over $119 billion in consolidated assets as of 6/30/05 and $6.5 billion in annual consolidated revenues in 2004. In addition, Lincoln Financial Advisors also delivers the necessary compliance and regulatory requirements for conducting financial services business within your industry.
An alliance with Lincoln Financial Advisors will result in value added services for your clients, customers or members, as well as a significant revenue source for your organization.
Put Our Planning Capabilities to Work
Inflation. Changing tax laws. Volatile financial markets. Evolving personal, business and family circumstances. Each can impact consumers' financial futures, and each can cloud their financial vision. Certainly, it can be overwhelming to keep up with or, for that matter, respond to the implications of every financial event that may impact them. But you don't have to. That's where our partnership can help.
It's all about anticipating these events, understanding their implications and then positioning consumers to most effectively respond to them. It's all about letting consumers know what they need to know so they can make the right choices - in advance, before it's too late. It's all about having the proper perspective. About developing the right plan. And developing it clearly, concisely, completely.
Contact us via E-mail at: Tim.Neustadt@LFG.com
