Client Service
Client Service
The Role of Advisers Is Expanding
In light of the pandemic, at least 22 million Americans spoke with a financial adviser for the first time as many looked to make plans for retirement and end-of-life preferences.
Planning for Wealth Transfer a Value Add From Financial Advisers
Studies show all generations find legacy planning important and those who receive an inheritance feel more financially secure. And, Lincoln Financial has introduced a product to help advisers stretch clients’ inheritances over their lifetimes.