High Net Worth · Premium Market · Business Planning

Stop turning away
your biggest
cases.

Lincoln Financial gives you the product depth to serve clients who need real coverage — high face amounts, sophisticated business planning structures, and premium market underwriting that rewards healthy clients. Through The Life GA, you get contracted and trained to compete at the top of the market.

✦ High face amount term — millions in coverage

✦ Buy-sell & key man business planning

✦ Competitive preferred market underwriting

✦ 175+ years of financial strength

The clients with the biggest
coverage needs in the room.

Lincoln is the carrier for the cases most agents refer out or walk away from. With The Life GA, you keep that business.

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High Net Worth Families

High Face Amount Term & Estate Planning

Wealthy families need coverage that matches their actual financial exposure — income replacement at executive comp levels, mortgage protection on high-value real estate, and estate liquidity planning that works at scale.

  • Multi-million dollar face amounts for income replacement
  • Estate liquidity planning with permanent UL coverage
  • Mortgage protection at jumbo loan levels
  • Preferred underwriting rates for healthy clients
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Executive Benefits

Executive Compensation & Retention Planning

Companies use permanent life insurance to reward and retain key executives — COLI, BOLI, split-dollar arrangements, and deferred compensation plans funded through life insurance. Lincoln has the product shelf and financial strength these clients require.

  • Split-dollar life insurance arrangements
  • Non-qualified deferred compensation funding
  • Corporate-owned life insurance (COLI)
  • Golden handcuff executive retention programs
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Wealth Accumulation

Universal Life & IUL for Tax-Advantaged Growth

For clients who've maxed their 401k and IRA and need another vehicle — Lincoln's UL and IUL products provide tax-advantaged accumulation with flexible access to cash value and a death benefit that protects the legacy they're building.

  • Tax-free retirement income through policy loans
  • Index-linked growth with floor protection on IUL
  • Flexible premium and death benefit adjustments
  • Overfunded life insurance (LIRP) strategy

175 years of financial strength behind every policy.

When your client is funding a buy-sell agreement or buying $5M in coverage to protect their family, they need to know the carrier will be there to pay. Lincoln's track record, ratings, and financial strength are part of your sale.

01

Premium Market Underwriting

Lincoln's preferred and preferred plus underwriting classes reward healthy clients with significantly better rates — making you competitive on the cases where price matters most.

02

Product Depth for Complex Cases

From 10-year term to survivorship UL to indexed products — Lincoln's shelf covers every sophisticated planning need your high-net-worth clients bring to the table.

03

Business Market Expertise

Lincoln has dedicated business market resources — illustration specialists, case designers, and business planning tools that help you close the complex cases.

04

A Name Your Clients Recognize

In the high-net-worth market, carrier credibility matters. Lincoln Financial is a name business owners and executives already know and trust.

175+
Years in business — one of America's most established financial institutions
A+
AM Best financial strength rating — the credibility your clients expect
$Millions
Face amounts available — coverage at the scale your biggest clients actually need
4+
Product lines — term, UL, IUL, and survivorship for every planning strategy

The right product for
every high-value case.

Lincoln's product shelf is built for agents who serve clients with real financial complexity.

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Term Life

High face amount term with competitive preferred market rates. 10, 15, 20, and 30-year options. The workhorse for income replacement, mortgage protection, and buy-sell funding.

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Universal Life

Flexible permanent coverage with adjustable premiums and death benefit. Ideal for long-term estate planning, executive benefits, and clients who need permanent coverage with flexibility.

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Indexed Universal Life

Index-linked growth with downside floor protection. Tax-advantaged accumulation for clients who've maxed traditional retirement vehicles and want another bucket.

Support built for the complex sale.

High-net-worth and business market cases require a different level of support. We're built for it.

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Business Market Campaigns

Marketing targeting business owners, CPAs, and financial advisors — the referral network that feeds Lincoln cases.

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Fast Contracting

Get appointed with Lincoln and writing business quickly. We handle the paperwork so you can focus on the cases.

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Business Planning Training

Buy-sell, key man, COLI, split-dollar — we train you to speak the language of business owners and their advisors.

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Case Design Support

Complex cases need experienced illustration support. We help you design and present the right structure for each client.

🤝

Dedicated Support

A real person who knows Lincoln's product shelf and can help you navigate the complex cases from quote to close.

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Market Development

Build a referral network with CPAs, attorneys, and financial advisors who regularly send business planning cases your way.

Premium cases. Premium compensation.

Lincoln's comp structure rewards the agents who close the big cases — with override opportunities for agency owners.

Direct Agents

Top Street-Level Compensation

Independent agents writing Lincoln through The Life GA receive top street-level commissions across term, UL, and IUL products. High face amounts mean meaningful commissions on every case you close.

Exact comp details shared on your onboarding call. Schedule yours →

Ready to close the cases you've been referring out?

If you've been walking away from high-net-worth clients, business owners, or large cases because you didn't have the right carrier — that stops now. Book a 30-minute call and we'll walk you through Lincoln's product shelf, comp, and how to start closing bigger business.

Schedule a 30-Min Call
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