Your clients face many challenges when preparing for retirement. Among them are taxes, which have hit a 30-year high. Now more than ever, your clients need a way to help protect their portfolios from the impact of taxes as they look
to achieve the outcomes they’ve been planning for.

Lincoln Investor Advantage features:

Growth powered by tax deferral

Money grows faster when taxes are deferred. By deferring taxes on a portion of your client’s portfolio, you can reduce their overall tax liability each year while they accumulate assets for retirement or other uses.*

Investments powered by excellence

Lincoln Investor Advantage gives you access to a diverse selection of traditional and
alternative investment options, along with asset class guidance from Wilshire Associates to help make the selection process easier for you and your clients.

Income powered by innovation

i4LIFE® Advantage has been helping investors reduce the impact of taxes on their income since 2001.

i4LIFE, an optional income distribution method, gives your clients the potential to maximize their income by returning a portion of their original investment with each
payment.

Do you have clients who…

Have significant assets held in taxable accounts?

Have large holdings in tax-inefficient assets?

Are subject to high marginal income tax rates?

 

Visit InvestorAdvantage.com to learn how Lincoln Investor Advantage can help
protect your client’s assets, retirement income and legacy.

 


Matt DiFerdinando- External Wholesaler
Lincoln Financial Distributors
P: (206)681-6372
E: MDiFerdinando@lfd.com		 Kevin Powers- Internal Wholesaler
Lincoln Financial Distributors
P: (484)-583-6069
E: Kevin.Powers@lfd.com