Strategic Alliances
Meeting the needs of your clients
Why CPAs partner with Strategic Alliance
Leverage Lincoln Financial Network’s Strategic Alliance Team for wealth management, insurance solutions and financial planning expertise
Through third-party relationships and organizational resources, Lincoln Financial Network offers a program to certified public accountants (CPAs) to provide a support network of financial planning specialists to help meet the goals of your clients. As a result, clients receive a more comprehensive approach to meet their needs and gain direct access to a broad portfolio of wealth management and risk management solutions.
Why work with Strategic Alliance?
We will help you to:
- Partner with local Lincoln Financial Network wealth management and insurance specialists
- Attract and retain your clients by offering services and solutions to help meet their financial objectives and enable you to better meet your fiduciary obligations
- Provide financial education to help clients become more engaged in the financial planning process
- Differentiate the client experience by offering retirement planning, estate planning, insurance analysis and solutions built for your business owner clients
- Enhance services and revenue without adding unnecessary expense to your bottom line
LFN Strategic Alliance is an experienced team that can offer customized program solutions. With the resources of LFN, our CPA partners can establish themselves as leaders in their community, providing holistic financial services to enhance client loyalty.
Strategic Alliance does this through:
- Joint business planning to set growth targets and provide revenue generation opportunities
- Leverage training programs and compliance resources to educate your team and your clients
- Offer enhanced platforms to help meet your client needs and your business
- Access to Lincoln’s portfolio of tax-efficient protection and accumulation solutionsto help protect your clients’ wealth from the biggest challenges - longevity, inflation, market risk, and more