The program pairs specialists with dedicated strategic account managers and brings access to a team of ERISA attorneys.
Tag: client service
After being one of the first national firms to address the DOL’s now-defunct fiduciary rule, the firm says it is turning a new page in client service and adviser support by launching its digital WealthDesk platform.
This now brings Lincoln’s technology packages up to five.
It offers advisers prospecting tools, plan management resources, including fiduciary support, and educational materials.