WEALTH PARTNERSSM PLATFORM

Driving business growth through data

Do you know the percentage of your clients who are near retirement?

Uncover your client’s planning needs At Lincoln Financial Network, our relationship with the accounting industry has remained a vital component of our strategy for more than 60 years. As part of our ongoing commitment, we are now pleased to introduce the Wealth PartnersSM Platform, a propriety practice management system created exclusively for CPA firms. This new platform, designed to minimize time and maximize return, includes a state-of-the-art software program that provides a structured roadmap for CPA firms to execute well-structured business plans that are focused on the needs of their clients.

Wealth PartnersSM software overviewThe new Wealth PartnersSM software provides an in-depth overview of your firm’s client database by connecting to key data from your existing tax software. It has the capability to profile and categorize your clients based on age, adjusted gross income, and any tax scenarios that could be impacted by pending legislation.

Gathering this kind of detail can create an analysis for your firm that will allow you to profile your clients’ financial planning needs, particularly those who may be in need of retirement, insurance, estate planning, wealth transfer and distribution strategies, etc.

How it worksThe Wealth PartnersSM software segments your clients and identifies solutions to financial challenges by doing the following:

• Interfaces key client data from income tax forms.

• Analyzes the data to identify clients with a financial need.

• Imports income tax data into a confidential contact management program.

Harvard Business Review, 2012 feature on Big Data Whitman Insight Strategies and is based on survey results of 2,353 adults age 18 and above across the United States.

Businesses in the top third of their industry that use data-driven decision-making

were, on average, 5% more productive and 6% more profitable than their

competitors even after accounting for several confounding factors.

The impact of big data

What makes the proprietary Wealth PartnersSM Platform unique?In addition to using the software, this comprehensive platform provides the following benefits and assistance:

• Practice management consultation to assist you in building a comprehensive wealth management business.

• Marketing plans to attract new, and retain existing, clients.

• Business plan consultation to define goals and success measures.

• Advanced market capabilities to assist in servicing clients with quality financial products including retirement, Social Security and legacy planning.

• A turnkey system that allows you to personalize marketing materials and distribute directly to clients: – Including sample letters designed to create an appointment with your clients.

• And best of all, this can be accomplished without taking exams, continuing education or additional compliance required on your part.

It’s also important to note that using this software will never interfere with your traditional practice of accounting. You will always maintain control over confidentiality of all client data within your practice.

What’s needed to use the Wealth PartnersSM Platform?In order to use Wealth PartnersSM Platform, generally your firm must have the following:

• Over 1000 1040 individual tax returns.

• Over 250 business returns.

• Gross accountancy revenue of $1– $2+ million.

• General partner agreement.

You will also need to use one of the following tax software programs • Ultra Tax from Thompson Reuters

• Lacerte from Intuit

• Pro FX with the DataScan module from CCH

• Go Systems RS

See for yourself!The new Wealth PartnersSM Platform encompasses innovative tools, support, and strategic resources, all designed to help you deliver incremental value to your clients and business while minimizing your time commitment. At Lincoln Financial Network, our goal is to help our partners progress from where they are, to where they really want to be – through a results-driven process using real data. We would be happy to arrange a complimentary appointment for a brief demonstration to help you see first-hand how the platform can take your firm to the next level.

Do you know the percentage of your clients who are near retirement?

Lincoln Financial Network is the marketing name for Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corp., both members of SIPC and affiliates of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corp. and their representatives do not offer tax advice.

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About Lincoln Financial Network Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC. Consisting of almost 8,500 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families.