To support the Capitas 2021 Sales Kick Off Meeting, Lincoln created a landing page specifically for Capitas! On the site you will find the following: Tom Commito’s Sales Idea Videos, a video on Getting the Virtual Referral, the Regulatory Round Up, Tax Planning Resources, Lincoln Life University, Informational sites on AssetEdge, Accumulate 2 IUL and much more.
Lincoln Financial Lading Page
http://visit.lfg.com/Capitas2021kickoff
Lincoln Financial Recordings
Recording with Will Fuller
CLICK HERE to view. Will discusses the industry outlook for 2021 along with challenges and opportunities for the upcoming year.
Recording with Andy Bucklee
CLICK HERE to view. Andy talks about the plan to engage with the Capitas field and upcoming opportunities for the new year.
Capitas Kick Off Video: From Sean McFadden, Sr. Account Manager and Scott Williams, Underwriting Account Executive
https://players.brightcove.net/1134849171001/default_default/index.html?videoId=6204726441001
Capitas Kick Off Video: From your dedicated Lincoln New Business & Underwriting Team
https://players.brightcove.net/1134849171001/default_default/index.html?videoId=6204726278001
Private Premium Finance Sales Idea featuring Tom Commito, Advanced Sales, Lincoln Financial Distributors
https://players.brightcove.net/1134849171001/default_default/index.html?videoId=6204722474001
Capital Gains Sales Idea featuring Tom Commito, Advanced Sales, Lincoln Financial Distributors
https://players.brightcove.net/1134849171001/default_default/index.html?videoId=6204725365001
Getting the Virtual Referral Video
Lincoln Financial Events & Other Opportunities
LIVE - Lincoln Unplugged
Date: Wednesday, January 13
Time: 6:00pm ET | 5:00pm CT | 4:00pm MT | 3:00pm PT
Duration: 1 hour
Recording: Capitas Annual Meeting: Lincoln Unplugged with Tom Commito-20210113 2302-2
Audience: All are invited
Join Lincoln Financial for an end of the day panel session. Featuring; Tom Commito, Sr. Advanced Sales Consultant, Jordan Carreira, VP Life Underwriting and Stafford Thompson, VP Life Product Management. Hosted by Stevan Cohen, National Sales Manager, Life Brokerage.
No power point decks! No presentations! Just Lincoln unplugged. Opportunity for you to ask the Lincoln Panel the questions that are on your mind. Great opportunity to get the perspective of experts in the fields of Advanced Sales, Underwriting and Product Development. And hear what they are seeing going on in the industry and at Lincoln.
Lincoln Financial Speakers
Will Fuller - President
Will H. Fuller is President of Lincoln Financial Group Annuity Solutions, Lincoln Financial Distributors, & Lincoln Financial Network. Additionally, Fuller serves on Lincoln Financial Group’s Senior Management Committee, & is a member of the Investment and Enterprise Risk and Capital committees.
In his role as President of the Annuity Solutions business, Fuller is responsible for all aspects of strategic leadership, product development, & profitability management for the company’s market-leading annuities products.
Additionally, Fuller leads distribution & sales strategy for Lincoln Financial Distributors, Lincoln’s wholesale distribution business for its Annuities, Small-Market Retirement Plan Services, Life, & Long-Term Care solutions. He also provides strategic leadership for Lincoln Financial Network, the company’s retail wealth management affiliate, encompassing more than 8,000 representatives, agents, & full-service financial planners throughout the United States.
Prior to joining the company in 2009 as President of Lincoln Financial Distributors, he led product distribution for the Global Wealth Management division at Merrill Lynch & Co., Inc. His experience spans life insurance, annuities, mutual funds, managed accounts, advisory programs, & banking and retirement products.
A current board member of the Insured Retirement Institute (IRI), received the IRI 2014 Leadership Award for his extraordinary contributions to the retirement income planning industry. He also serves as a current board member of the Life Insurance & Market Research Association (LIMRA) & is an active member of the Philadelphia Chapter of Young Presidents Organization (YPO).
He is a former board member of Money Management Institute (MMI), the Forum for Investor Advice (FFIA), and Global Selects, LLC, an offshore asset management company. A graduate of The Citadel in Charleston, South Carolina, Fuller resides in Bryn Mawr, PA, with his wife, Jennifer, and daughters, Madeleine and Olivia.
Andy Bucklee - Senior Vice President, Head of Life & Executive Benefits Distribution
Andrew J. Bucklee is senior vice president and head of Life Insurance and Executive Benefits Distribution at Lincoln Financial Distributors, the wholesaling distribution organization for Lincoln Financial Group. In this role, Andrew is responsible for spearheading all aspects of strategy, partnership, client engagement and overall distribution of Lincoln’s broad portfolio of wealth transfer offerings.
He joined Lincoln Financial Distributors in October 2009 as the national sales manager for Lincoln life insurance products in the Independent Planner distribution channel and assumed his current role in June 2010. Andrew came to Lincoln with more than 18 years of sales leadership experience. Prior to joining us, he served as national sales director of the Merrill Lynch Insurance Group, leading the offering of a wide range of insurance solutions to more than 17,000 financial advisors.
He graduated from Washington College in Chestertown, Maryland, and has attained Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter designations. Andrew is currently a member of the Board of Trustees at The American College of Financial Services.