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Plan to Succeed

You may be just starting out or you may already have a mature business. Either way Lincoln offers the business essentials you need to help grow your business. Here are several ways we provide support as you work toward achieving your professional goals:


  • Experienced wholesalers, just a phone call away, whenever you need them.
  • Knowledgeable Producer Solutions team to help walk you through the licensing process and answer compensation questions.


  • Powerful visualizer tools including:
    • Lincoln Investor Advantage Visualizer: This comprehensive tool, powered by Morningstar, will help you build sample portfolios and show your clients how tax-efficient investing works.
    • Lincoln Annuity Visualizer: The annuity visualizer brings an easy-to-use visual approach to what can be a complex subject by helping determine how much income a client's retirement savings may provide in various scenarios.
    • ForeSight Annuity Illustration: The ForeSight Annuity Illustration System is an efficient tool used to create illustrations. ForeSight offers streamlined input capability and the ability to create multiple cases (illustrations) in one session.
  • Comprehensive advisor website offerings:
    • Fully integrated book of business to manage your accounts
    • Compensation reports updated daily
    • Real-time policy status for the most current information, and policy lapse risk alerts to help avoid issues before they occur
    • Sales ideas and other resources to help you build your business
    • Online point of sale and client forms
  • Client-friendly calculators for annuities, taxes, investment returns and more!

To access our tools or to connect with a wholesaler, register or log in now.

This site is intended for Financial Professional Use Only and is not intended for viewing by the general public. Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA.