Lincoln Financial Group announced new partnerships that will offer fee-only advisors improved planning and data management capabilities and make it easier to use Lincoln’s suite of annuity solutions.
By integrating capabilities from eMoney Advisor, Lincoln will continue to expand and evolve its technology platform available to fee-only advisors.
“These partnerships mark our continued commitment to systematically removing all points of friction that fee-only advisors may face as they look to integrate Lincoln variable and fixed annuities as part of their clients’ portfolios,” said Tad Fifer, vice president and head of Registered Investment Advisor Distribution, Lincoln Financial Distributors.
“The new data and technology capabilities offered through eMoney and Redtail help to better support the business needs of these advisors – from planning and client experiences, to aggregation and portfolio management.”
Advisors using the eMoney platform will receive a more comprehensive snapshot of their Lincoln annuity accounts, enabling them to more fluidly include commission-free insurance solutions in their client portfolios. eMoney’s industry-leading client portal offers advisors a real-time, on-demand financial experience that helps strengthen relationships and keep them at the forefront of digital trends.
Fee-only advisors will experience seamless features with the portal, including self-registration and onboarding, mobile web access, account aggregation and organization, and unlimited, secure document storage.
Lincoln’s integration with Redtail helps advisors simplify the management of their businesses, substantially cutting down on the time needed for manual processes and improving their overall workflow.
These new integrations are the latest enhancements Lincoln has made in a series of decisions to help build its presence among registered investment advisors.
“We’re proud to offer a comprehensive lineup of annuity solutions for fee-only advisors and recognize their unique needs in doing business,” said Paul Waldeier, assistant vice president of Registered Investment Advisor Distribution for Lincoln. “These actions underscore the focus we’ve placed on this channel and on helping to simplify advisor experiences as they continue to provide lifetime income for today’s clients.”
