[REPLAY] ONE Lincoln at 1 Webinar Series: Serving More Clients Through Specialty Expertise and Innovation From Lincoln
Recorded 10/13/2026
First, what if some of your clients’ most important needs are ones you haven’t had the tools to fully address?
Discover how Lincoln is helping financial professionals serve clients in emerging and underserved specialty markets — bringing underwriting expertise to planning conversations that lead to more complete, better-informed recommendations.
Then, see how our new Policy Account Snapshots tool gives you and your clients real-time visibility into policy performance — helping make reviews more meaningful and informed, year-round.
And finally, hear about ways to support clients with inherited annuities.
Beyond traditional planning: Unlocking Lincoln’s specialty market opportunities
- Discover underserved markets where clients may have unmet protection and planning needs
- Learn how Lincoln’s underwriting expertise can help you serve those clients more effectively — and where our competitive differentiators make the biggest difference
- See how underwriting expertise can open up richer planning conversations for the clients who need them most
Speakers: Doris Zimmer, VP, Advanced Sales
Jason Dobrindt, AVP Specialty Underwriting
NEW Policy Account Snapshot demo
See how the new IUL Policy Account Snapshot tool bridges the gap between annual statements and policy reviews by displaying:
- Start and maturity dates
- Segment values
- Rates, caps and floors
- Same-day segment index performance
Speaker: Nathalie Hagan, Lead Digital Adoption Consultant
Have a client who inherited a non-qualified annuity within the last 12 months?
If so, learn how the Lincoln OptiBlend Fixed Indexed Annuity can provide 100% downside protection while allowing the client to stretch gains over their life expectancy.