Tools to Streamline Your Business
See how financial professionals are adding value to client relationships and optimizing their business!
Your book of business
It’s easy to manage your Lincoln annuity business online. Improve efficiency when you set up alerts to help keep your current and pending business running smoothly.
Contract-level transactions
Use easy, time-saving online capabilities to service your client accounts. With zero wait time, complete fund transfers and reallocations and set up one-time or systematic withdrawals.*
On-demand snapshots
Quickly access client account details, including performance, allocations, interim value, anniversary dates, living and death benefits and more. Use Statement-on-Demand to generate real-time personalized reports.
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*Subject to firm approvals.