The Stats ARE IN!


When it comes to measuring financial success, it's not about what you've made, it's about what you keep! This January, remind clients about the importance of being prepared for when the markets aren't this kind to them.

There are strategies that can help people achieve their lifetime income goals in a tax-efficient way. Lincoln offers unique strategies for multi-generational planning, gifting with a tax-smart wealth protection strategy and leveraging the most with their income. 

Check out the case study to the right you can share with clients! Then Call Liz or Jermie on our Annuity Team to help your clients protect and grow their assets and find out about LIVE educational training in your area: 800-524-1774  


Click image to enlarge PDF.

1 - The Case for the Bull Market's Lasting Larry Light. Forbes. April 2019.

2 - Market and Sector View - Ivy Investments. December 2019.


3 - U.S. Household Net Worth $113.8 Trillion in Third Quarter 2019. December 2019.

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Underwriters Marketing Service

100 Century Parkway

Suite 240

Mt Laurel NJ 08054

Phone:  800-524-1774

Fax:       856-727-0600