Advance Your Sales
TOLI
Tim O’Connell, CLTC®, AVP, Advanced Sales
When it comes to trust-owned life insurance, the more you know, the easier it becomes. Our TOLI digital site was designed with you in mind, from our subject matter experts who live and breathe trusts.
- Get the TOLI basics in this video.
- See a spousal lifetime access trust (SLAT) case study in action.
Estate Plans
Kevin Cox, CLU®, ChFC®, CFP®, MSFS, Sr. Consultant, Advanced Sales
Clients and estate planning should go hand in hand. Life insurance can become part of an estate plan when used within a trust or gifting strategy. Help clients make the most of life by ensuring they have a strong estate plan in place, regardless of their net worth.
Need a refresher?
Check out this four-minute video from the Advanced Sales team on trust basics.
Lean on your Lincoln Life Advanced Sales team
Your Lincoln Life Advanced Sales team is here to support you for all your client needs. Staffed by J.D.s2, case designers and product application specialists, you can rely on our knowledge, judgment and creativity. Lean on us for customized solutions, strategies, coaching and advice.
2Licensed, not practicing.