Our Service Pledge to You
 

About Lincoln Financial
Management, LLC

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Professionals
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Enroll/Add/Change/Delete
We will personally enroll and communicate all of your company benefits to each new employee. We will handle any daily changes to your plan, including adding, changing or deleting coverage for your employees.

Inform
We will conduct educational benefit meetings, as necessary, to ensure that your employees understand and appreciate their employee benefits. Our total compensation reports are also available to you at no additional charge. This sophisticated software calculates what your employees are truly earning (salary + benefit dollars). Employees that see a tangible dollar figure associated with their benefits are more likely to appreciate their benefits and less likely to job shop.

Plan
We will provide your renewal to you as early as possible, usually two months in advance of your renewal date. The renewal will include comparisons from other carriers as well as alternative plan designs. This will allow you to make informed, calculated decisions without having to rush to a new program at the last minute.

Bids
Each year we will bid out your medical plan to make sure you are getting the most for your money. This service will be conducted annually with complete independence and objectivity.

Single Contact
We (Lincoln Financial) will be your one point of contact. No one needs to call the insurance carrier or benefits provider. Simply call our office and we will assist you with any benefit questions or claims problems.

We provide this service pledge as a commitment to earn your business, not just annually at your renewal, but to earn it daily.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Cyrus Kiani, Stephen Letts and Donald Campbell, Representatives. Cyrus Kiani and Donald Campbell offer advisory services through Securities America Advisors, Inc.

Lincoln Financial Management, LLC and the Securities America companies are independent entities. Securities America and its representatives do not offer tax or legal advice. Please consult a tax or legal professional in regards to your particular situation and before taking any actions that may have tax or legal consequences.

We are licensed to sell and/or discuss securities products and/or insurance procucts to residents of the states listed below only:

We are licensed to sell Insurance Products in the following states:
AZ, CO, FL, GA, IA, IL, KS, LA, ME, MO, NC, NE, NY, PA, SC, TN, TX, WI

We are registered to sell Securities in the following states:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, LA, ME, MN, MO, MS, NC, NE, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WI