Lincoln Financial Group

Tim Seifert explores how financial professionals can enhance client satisfaction, with insights from Lincoln Financial’s latest research.

Doesn’t need the money from these withdrawals? What if protecting and passing wealth to their loved ones is a top priority? #NCRetirementCenter

The financial planning challenges of an aging, affluent population by introducing innovative benefits that provide lifetime income #NCRetirementCenter

Based on trends, we shouldn’t be surprised if we see an increase in volatility leading up to the U.S. presidential election.

This chart shows the average change in cash yields over the 12 months following the start of rate cutting cycles. #rates

Adding income and beneficiary protection is one way to help them feel more confident about their future. #NCRetirementCenter

As time in the market increases, so does the historical frequency of surpassing various annual return targets. #investing

Retirement planning for couples can be tricky – especially when there’s a significant age difference. #NCRetirementCenter

Over the last decade, this blended growth strategy delivered better results with no losses or volatility #NCRetirementCenter

This chart shows how four different investors may have responded to the market volatility during the 2008 Financial Crisis.

1 Year S&P 500 Dual Trigger account available with a Lincoln fixed indexed annuity #NCRetirementCenter

We assume markets are rational. But it's becoming clear that many common investor behaviors are not. #NCRetirementCenter

Secure Lock+SM — a feature available with Lincoln Level Advantage 2SM index-linked annuit. #NCRetirementCenter

The year 2024 marks the beginning of the Peak 65 Zone the largest surge of retirement age Americans turning 65 in our nation’s history.

1 Year S&P 500 10% Daily Risk Control Trigger account, available with a Lincoln fixed indexed annuity. #NCRetirementCenter

History shows that on average, returns in the twelve months following the first rate cut are positive. #markets #rates #stocks

This chart shows the distribution of calendar year returns for the S&P 500 Index from 1928 through 2023. #stocks #investing

This chart shows the average percentage increase in home prices across the United States from Q1 1980 to Q1 2024. #realestate

This chart shows the actual and projected Social Security Asset Trust Fund reserve amounts at year-end from 1994 through 2035 in US$B

Tracking the trends using a handful of key indicators can help investors keep a pulse on the health of the overall economy. #economy

Only one time since 1980 has the central bank not adjusted interest rates during a presidential election year – in 2012. #elections

This chart shows the average performance of the S&P 500 since 1928 in three different scenarios. #elections #markets #investing

Implications of millions of Americans retiring each year, the challenges they face to secure their financial future #annuity

Next few years, many of them aren’t ready financially or mentally. Here are three points to consider as you guide them. #NCRetirementCenter

Index-linked annuity offers investors even more opportunities for protection and growth with the industry’s first indexed accounts 

One simple, predictable approach can help your clients stay on track for retirement — and still find 100% protection. #NCRetirementCenter

This chart shows annual worrisome events, along with the cumulative returns from the beginning of each year through 2023. #investing

This chart shows how four different investors may have responded to the market volatility during the 2008 Financial Crisis. #markets

Sequence of returns: A tale of two investors #investing #retirement #returns #finance #cash

This chart shows both the annual and long- term average returns of a portfolio consisting of 60% U.S. stocks and 40% U.S. bonds.

Differentiation from competitors through innovation, simplicity, predictability, diverse allocation strategies, and commitment to clients.

This chart shows the rise in money market assets over time, and how money markets and U.S. stocks performed over the 3-year period.

This chart shows the distribution of calendar year returns for the S&P 500 Index from 1928 through 2023. #markets #investing

This chart is showing where several key economic data points both started and ended in 2023. #chart #economy #data

The need for Financial professionals to educate clients on the challenges faced in retirement and the benefits of protected income.

History shows that on average, returns in the twelve months following the first rate cut are positive, but roughly half the long-term average of stocks.

Taxes create financial stress and can steadily erode portfolios. Are you using every possible tool to help protect your clients? #LincolnFinancialGroup

This chart uses a combination of hard and soft data to provide a snapshot of how several important economic indicators are trending.

In this podcast, we analyze market dynamics, economic resilience, and insights from Lincoln Financial Group's Matt Berger #LincolnFinancialGroup

Between bond market shocks and a tidal-wave flight to cash, consider focusing on carefully-tailored risk management for resilient client portfolios.

Breaks down an overlooked aspect of financial planning, beneficiary designations: the strategy that influences virtually everything a client owns. #advisor

This chart shows performance of the S&P 500 in the periods before, during and after past U.S. recessions. #stocks #equities

This chart shows three potential outcomes for the U.S. economy in 2023, and what each could potentially mean for various segments

This chart shows the rise in money market assets over time, and how money markets and U.S. stocks performed over the 3-year period

Cash may feel safe, but research shows the real long-term risk with stocks is not owning them. #strategy #stocks #cash

Here’s a strategy for tax-smart income via 1035 exchange for beneficiaries of nonqualified annuities. #retirement #annuitites

Every family faces a unique set of circumstances when it comes to financial planning and thinking about the future. #annuity

This chart shows the cumulative return of the S&P 500 Index from 1996 to present. It also highlights the return of major expansionary

Amber talks about key themes on investors' minds and shares her expertise on investment strategies. #FixedIncome