Lincoln Financial

About Lincoln Financial

Lincoln Financial is a trusted financial services company focused on helping individuals, employers, and professionals achieve financial security and plan for their future through a range of insurance and investment products. Their mission emphasizes delivering for clients' financial futures with a commitment to values and goals.

Products & Services

Annuities:Includes fixed, fixed indexed, variable, and index-linked annuities to support retirement income planning.

Investments:Offers private market funds and other investment solutions through Lincoln Financial Investments.

Life Insurance:Provides term and permanent life insurance options for individual and group needs.

Lincoln MoneyGuard Solutions:Universal and variable universal life insurance policies with long-term care riders for care planning.

Employee Benefits:Includes disability, life, supplemental health, and vision insurance for employees through employers.

Retirement Plans:Workplace retirement plans with personalized service and innovative solutions for individuals and employers.

Small Business Solutions:Tailored benefits and retirement solutions to help small businesses attract and retain talent.

Wellness Solutions:Programs like Lincoln WellnessPATH to support employee well-being and financial health.

Stable Value Investment Only:Investment options focused on stable value for professionals and retirement plans.

Long-Term Care Funding:Solutions to fund long-term care needs for individuals and through employer plans.

Specialties

Annuities Life Insurance Retirement Planning Employee Benefits Long-Term Care Solutions Investment Management Small Business Financial Solutions

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Debt T: - FT: Debt	A: 350000000 MR: - FA: $350 million FAN: 350000000	D: 2024-03-15 FD: 2024-03-15	-

Debt Latest

2024-03-15

$350.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

R

Rich Roll

Podcast Host

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