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Lincoln Financial: How to Have More Effective Conversations with Your Clients

September 11, 2018 @ 12:00 PM - 1:00 PM




Lincoln ONEmeetingSM

Take the Lead

How to Have More Effective Conversations with Your Clients

Tuesday, September 11, 2018 | 1:00 – 2:00 p.m. ET (10:00 – 11:00 a.m. PT)

The words that we use with our clients matter. But too often there’s a disconnect between what we SAY and what a client HEARS.

Join host Steve Sabol, Competitive Market Solutions Creative Director, and his guests to kick off Life Insurance Awareness Month at Lincoln and learn about:


ONE big idea: A discussion with Michael Maslansky from Maslansky + Partners to learn how to better communicate your value and the value of life insurance to your clients, and actionable ideas you can implement into your practice

DC minute: Legislative update with Tom Commito

ONE sales idea of the month: What happens if your clients outlive their assets? Do they have a plan?

The Lincoln advantage: A turn-key approach to policy reviews with Lincoln’s Post Issue Policy Management Platform

NOW what? A 15-minute questionnaire can help quickly determine the amount (and type) of life insurance that may be appropriate for your client, and a look at a playbook with over a dozen sales ideas

ONEmeeting archive

Not a deposit Not FDIC-insured Not guaranteed by any bank or savings association May go down in value
Not insured by any federal government agency

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Affiliates are separately responsible for their own financial and contractual obligations.



©2018 Lincoln National Corporation


Lincoln Financial Group

150 N. Radnor-Chester Road

Radnor, PA 19087




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