Fifer will work within the the firm’s registered investment adviser (RIA), managing general agent and Primerica channels. Reporting to John Kennedy, head of retirement solutions distribution, Fifer will focus on the expansion of new markets and maintaining key relationships throughout the Lincoln enterprise. He will also contribute to the development and implementation of annuity strategies consistent with Lincoln’s short- and long-term strategic objectives.
“Tad brings close to two decades of financial services experience and valuable knowledge for driving growth, deepening relationships and efficiently leading sales efforts,” Kennedy says.
Fifer joined Lincoln in 2005 as regional marketing director managing American Legacy variable annuity product sales in Oklahoma, Arkansas, Louisiana and West Texas. In 2008, he was promoted to divisional sales manager for the independent planner channel. And in 2011, he led the firm’s entrance into the registered independent adviser channel.
Prior to joining Lincoln, Fifer was a regional vice president at Planco, the Hartford’s annuity distribution unit, where he represented the Hartford Leaders variable annuity in Oklahoma and West Texas.
Fifer earned a bachelor of business administration degree from the University of Oklahoma. He holds FINRA Series 7, 63, 65, 31 and 26 registrations, and is a certified fund specialist (CFS). He will be based in Tulsa, Oklahoma.