Strategic Partners

Sales and Marketing Support

Lincoln Investment has partnered with a select group of product sponsors and money managers who assist us in the marketing efforts and training of our Advisors on all practice management issues and the benefits of certain products and advisory services (Strategic Partners).

Our Strategic Partners provide financial support to Lincoln Investment as sponsors of sales conferences and events, recognition clubs, client meetings, seminars or mailings. In return, this compensation provides them access to our Advisors. In 2016, this financial support as allocated to Lincoln Investment advisory assets was 1% of total revenues to Lincoln and as allocated to Lincoln Investment brokerage assets was 1% of total revenue. In 2016, this financial support as allocated to Capital Analysts, LLC advisory assets was less than one-half of 1% of total revenues to Lincoln. Legend Advisory, LLC became affiliated with Lincoln Investment on January 1, 2017. A portion of the Sales and Marketing support to Lincoln Investment allocated to Legend Advisory assets in their advisory programs is expected to also be less than 1% of total revenues to Lincoln. This revenue may be deemed material to you..

Lincoln Investment holds a number of sales conferences both nationally and regionally throughout the year to educate advisors on such topics as new product offerings, advisory services, tax law, tools and technology and compliance matters, to assist Advisors in running their business and to ensure Advisors have the information available to them to act prudently in making decisions on behalf of their clients.

Lincoln Investment sets the Sponsorship fee for these annual events. The higher the sponsorship, the more events the Strategic Partner will be permitted to attend in 2017. The fee for event sponsorship has been set by Lincoln Investment and is not based on sales or transactions, and, therefore, does not provide a financial reward to Lincoln Investment or its Advisors to offer these sponsor's products or services over other product sponsors' products or services. Some of this revenue may be used by Lincoln Investment to support the ongoing operational expenses of Lincoln Investment and not used solely for sales and marketing support. This compensation paid to Lincoln Investment is in the form of flat-dollar event sponsorship fees.

As of March 31, 2017, the 2017 Strategic Partners are:

  • Platinum Level Strategic Partner: Russell Investment
  • Gold Level Strategic Partner: JP Morgan and Meeder Financial
  • Silver Level Strategic Partner: ICON Advisors, Inc.
  • Bronze Level Strategic Partner: Lord Abbett and Putnam Investments
This list may be updated from time to time.

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