Latest news with #LincolnInvestment
Yahoo
7 hours ago
- Business
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Lincoln Investment Recognizes World Elder Abuse Awareness Day, June 15, 2025
FORT WASHINGTON, Pa., June 12, 2025 /PRNewswire/ -- Created by the International Network for the Prevention of Elder Abuse and the World Health Organization, World Elder Abuse Awareness Day on June 15 provides an opportunity for communities around the world to promote a better understanding of abuse and neglect of older persons by raising awareness. Lincoln Investment champions this cause by providing education and resources for our financial professionals (FPs) to help protect their clients. "Unfortunately, statistics show that bad actors are finding more ways to manipulate investors out of their life-long savings in billions of dollars every year. One of the best ways to turn the tide is through education – learning about the common scams and tricks that are being used so you recognize the signs when you see them," said Nancy Heffner, CRCP®, Lincoln Investment Vice President and Deputy Chief Compliance Officer. We strive to combat growing negative statistics by emphasizing the importance of adding a trusted contact person (TCP). Lincoln has created resources, including videos and flyers, which help FPs talk to clients about the benefits of naming a TCP on their account. A TCP not only helps to identify suspected fraudulent activity but can act as a valuable resource if/when an issue arises. Additionally, Lincoln provides training to all associated persons on identifying and reporting financial exploitation of senior and vulnerable adult investors. Contact compliancedept@ for more information. About Lincoln InvestmentWith over 56 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Its network includes about 1,000 financial professionals nationwide. The company serves the diverse financial needs of about 317,000 clients representing $55 billion in assets. Lincoln was voted one of the Top Workplaces in the Delaware Valley for the 15th consecutive year in 2024. For more information, visit or follow on LinkedIn, X or Facebook. Lincoln Investment Media Contact: Linda Heist215-881-4611lheist@ View original content to download multimedia: SOURCE Lincoln Investment Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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06-05-2025
- Business
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Lincoln Investment Celebrates Teacher Appreciation Week, May 5-9 & National Teacher Day, May 6
FORT WASHINGTON, Pa., May 6, 2025 /PRNewswire/ -- As we celebrate Teacher Appreciation Week, May 5-9 and National Teacher Day, May 6, Lincoln Investment expresses its appreciation to our nation's educators who shape the future of our communities. Teachers dedicate their lives to the success and well-being of others, and we are honored to work with many educators who trust us to guide their financial futures. At Lincoln, we understand the unique challenges and opportunities teachers face when planning for retirement. Whether it's navigating pension options, social security or preparing for life after the classroom, our team is committed to offering personalized financial strategies designed to secure a bright future for educators. As the premier provider of public education and governmental retirement plans, Lincoln has helped employees of schools, universities and other non-profit organizations prepare for their retirement for over 56 years. Investors have access to a customized financial strategy reflecting their goals and a wide selection of quality investment options including mutual funds, exchange-traded funds (ETFs)*, fixed and variable annuities, 403(b)/457(b) accounts, IRAs, college savings plans and access to insurance products offered through approximately 1,000 financial professionals. Lincoln provides resources including retirement planning content, webinars, presentations, informative videos and much more for our financial professionals to share with teachers to help them prepare for retirement. Lincoln is also committed to supporting educators beyond the office. We proudly sponsor local school programs and events that celebrate the hard work and dedication of our teachers. Contact retirementplans@ for more information. About Lincoln Investment With over 56 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Its network includes about 1,000 financial professionals nationwide. The company serves the diverse financial needs of about 317,000 clients representing $55 billion in assets. Lincoln has been voted one of the Top Workplaces in the Delaware Valley for the 15th consecutive year. For more information, visit or follow on LinkedIn, X or Facebook. * For accounts interested in establishing positions in an ETF, there are over 600 index and actively managed ETFs available. ETFs may not be appropriate for all accounts. ETFs can only be purchased as part of a larger portfolio reallocation or one-time purchase. Salary reduction contributions cannot be directed to ETFs at this time.
