Deals & People November 5, 2007

Osteopathic Group Works Out Lincoln Adviser Service Pact

Lincoln Financial Advisors has hammered out an agreement with the American Osteopathic Association (AOA) to give AOA members access to Lincoln advisers’ services.
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A Lincoln news release said that under the agreement, the more than 61,000 osteopathic physicians represented by the AOA are able to access the fee-based services by the Lincoln advisers including retirement income security planning, business continuation planning and wealth preservation.

“As business owners and professionals, doctors of osteopathic medicine face complex financial decisions daily. Having support from the right financial adviser can make a tremendous difference,” said Jeffrey Concepcion, Lincoln Senior Vice President of Market Access, in the news release.

The AOA’s mission is to advance the philosophy and practice of osteopathic medicine by promoting education, research, and the delivery of quality, cost-effective health care.

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