Bill Trembler, www billtrembler.com

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Lincoln Investment Planning, Inc.
AIM Funds
American Funds
American Skandia
Fidelity Advisor
Franklin Templeton
Jackson National Life
MetLife Investors
MFS
Oppenheimer Funds
Putnam Investments
Allianz
Van Kampen Funds


Additional Compensation from Product Sponsors
Lincoln Investment Planning, Inc. (Lincoln) receives standard commissions and servicing fees (referred to as 12b-1 fees) from product sponsors based on sales, as described in the prospectuses of the applicable products.  In addition, Lincoln receives from certain product sponsors additional compensation based on sales or total dollar amount of investors’ assets in the form of networking fees, marketing support and sponsorship, administrative fees and expense reimbursements (“Additional Compensation”).   These payments are paid to Lincoln out of the revenues of the sponsoring investment company or insurance company and are NOT paid out of fund assets.  Lincoln utilizes this Additional Compensation to assist in the training, education, marketing, recordkeeping, and needs of our Financial Representatives and investors.

The product sponsors who provide this Additional Compensation are considered Lincoln’s “Strategic Partners”.   Our Strategic Partners have been chosen for their ability to provide consistent long-term performance and a history of offering products that meet the financial needs of our investors.  This Additional Compensation is not shared with our Financial Representatives; therefore, there is no incentive for our Financial Representatives to offer the products of a Strategic Partner over another product sponsor. 


You may read more about Additional Compensation from Lincoln Investment’s Strategic Partners by going to our website at www.lincolninvestment.com and click on the tab titled “Additional Compensation.”

Advisory Services and Securities offered through

Lincoln Investment Planning, Inc.
Registered Investment Advisor
Broker/Dealer Member FINRA/SIPC
One East Broad Street, Suite 440
Bethlehem, PA 18018

(610) 691-6800 / (800) 314-4828
fax - (610) 691-8735

This site is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment Planning, Inc. is registered as an investment advisor with the US Securities and Exchange Commission and as a broker dealer in all fifty states.

This site has been prepared solely for information purposes and is not an offer to buy or sell any security or instrument or to participate in any particular investment strategy.

Lincoln Investment Planning, Inc. and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

More Newsletters →