Podcast appearances and mentions of lincoln financial group

Maggie Younis is the VP, Head of Consultant Relations at Lincoln Financial Group, where she has worked since 2010. With over 20 years of industry experience, Maggie holds a bachelor's degree in Economics from DePauw University and multiple professional designations, including CPC, QPA, QKA, TGPC, APA, APR, and ERPA. She was awarded ASPPA's Educator of the Year in 2018.Alice Palmer is the vice president and RPS chief counsel at Lincoln Financial, overseeing the legal and compliance teams for their retirement plans business. She has been in formal leadership roles since 2013, previously leading the retirement plans legal team at Nationwide Financial. Alice serves on the U.S. Department of Labor's ERISA Advisory Council and is active with several industry organizations including ACLI and NSCP. She was also an adjunct professor at the University of Pennsylvania's Carey Law School. Alice is dedicated to fostering a culture of compliance and supporting various professional communities.In this episode, Eric, Maggie Younis, and Alice Palmer discuss:The importance of process in selecting a plan recordkeeper, with cost as a due considerationPrudence in record-keeping Understanding the needs of the workforce Analyzing the fit of proprietary products Key Takeaways:The DOL emphasizes the importance of process over cost in meeting fiduciary duties. Consider the complexities of plan design, such as eligibility criteria, employer contributions, and financial savviness of the workforce. Create a process that evaluates all relevant factors, including the cost in order to ensure the best interests of participants are met.Prudence in evaluating record keepers is all about making informed decisions based on expertise and understanding the goals of the plan. Understand the facts and make decisions that would be considered good by similarly situated experts.The planning committee must understand the goals and options available. Advisors shouldn't focus solely on cost in the initial stages of the RFP process. There needs to be a clear understanding of the breadth of options to achieve the plan's goals. Understand the demographics and needs of the workforce to determine what's needed. Proprietary products can be a significant lever for pricing but should be evaluated based on their appropriateness for the plan.“Prudence is about making a decision that is informed by expertise, and if you don't have the expertise, then you should go out and find the expertise, but you need to make decisions that are informed by an appropriate level of expertise given the goals that you have set forth in front of you.” - Alice PalmerConnect with Maggie Younis:LinkedIn: https://www.linkedin.com/in/maggie-younis/ Connect with Alice Palmer:LinkedIn: https://www.linkedin.com/in/alice-palmer-jd-cebs-she-her-b7509524/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

In this third episode of the Oral History of the Dan Le Batard Show, we being with the arrival of the most important athlete in the history of South Florida, LeBron James. Dan, Stu, and Mike Ryan recount King James' time in Miami and reminisce on the sheer amount of incredible content that the Royal Penis provided. We also touch on the changes at the top of Lincoln Financial Group that led to tension between the DLS cast and the company's higher-ups. Finally, signs of a schism begin with Stugotz and Hoch moving to 2-a-days at The Ticket and Dan forming the nascent idea that would eventually become Highly Questionable, leading to even more personal and professional challenges. Additional commentary from Hoch, former SVP of Lincoln Financial, Dennis Collins, and PTI producer, Erik Rydholm, provides unique color that even Dan and Stu didn't know about. Make sure to stick around for another hilarious supercut, featuring Dan's Heat rants, Marc Hackman, and a lot of sun songs. Learn more about your ad choices. Visit podcastchoices.com/adchoices

About Rachel Duncan: Rachel is the Vice President of Relationship Management at Retirement Plan Services, overseeing the mid/large market client relationship team and ensuring a robust client experience for Lincoln Financial Group's top clients. With 23 years in the industry, she joined Lincoln Financial in 2001 after teaching 6th grade in Virginia. Rachel holds a bachelor's degree from Duquesne University, is FINRA Series 6 and 63 registered, and has several professional designations, including AIF®, CRPS®, and CRPC®. She is based in Argyle, Texas.About James Thompson: James is the Vice President and Head of Participant Engagement at Lincoln's Retirement Plan Services. He and his team work closely with plan sponsors and intermediaries to provide personalized service for financial wellness and top retirement outcomes. With over 20 years at Lincoln, James has held various roles, including Assistant Vice President Participant Engagement and Regional Vice President Institutional Retirement Distribution. James holds a bachelor's degree from Bellarmine University, where he played baseball. He is FINRA Series 7, 66, and 24 registered, and holds CRPC and CMFC designations. Based in Louisville, KY, James enjoys outdoor activities and is a dedicated Louisville Cardinals fan. He lives with his wife, seven children, and two grandchildren.In this episode, Eric, Rachel Duncan, and James "JT" Thompson discuss:Practicing exceptional serviceExecuting targeted interventionsThe optimal retirement education standardWhat are the key aspects of a successful 401(k) plan? Key Takeaways:Exceptional service involves responding promptly, taking ownership, and being proactive from the outset, in contrast to the prevailing poor service standards. Plan sponsors being engaged, open-minded, meeting regularly, and maintaining collaboration is key for successful client relationships and outcomes.Focus on identifying gaps in participation, deferral rates, and income replacement ratios across different employee demographics to drive overall success through targeted interventions.Optimal retirement education combines recordkeeper and advisor capabilities through coordinated efforts, leveraging recordkeepers' dedicated consultants with significant expertise solely focused on retirement planning.Key aspects of a successful 401(k)/403(b)/457(b) plan include a strong corporate culture, monthly meetings, well-defined success metrics, engaged retirement consultants providing education, and a reputation for excellent service.“Nobody's perfect, but when you make a mistake, are we holding ourselves accountable? Are we owning that mistake and fixing it with urgency and making sure that we do right by our clients?” - James "JT" ThompsonConnect with Rachel Duncan:LinkedIn: https://www.linkedin.com/in/rachel-duncan-aif-crpc-crps-63217251/ Connect with James "JT" Thompson:LinkedIn: https://www.linkedin.com/in/james-thompson-789a3517/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, financial advice, or legal advice.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

In this episode, Chris Morgan, VP of Data Science at Lincoln Financial Group, dives into the evolving landscape of data culture. He discusses the impact of generative AI (Gen AI) on data practices, managing tech debt, and aligning stakeholder expectations. Chris emphasizes the importance of data governance, quality, literacy, and sharing strategies and analogies for fostering a robust data culture. He also addresses balancing immediate delivery with long-term vision in data management within a large, traditional organization. Highlights: 01:08 Defining Data Culture 03:17 The Importance of Stakeholder Engagement 10:05 Balancing Technical Debt and Emerging Trends 16:31 Managing Expectations with Gen AI Guest: Chris Morgan has always been passionate about numbers and data, finding Statistics as the ideal application of math. He excels at the intersection of data and strategy, leading teams to provide clear, actionable insights. Chris combines technical expertise, business acumen, and strong communication skills to align data science capabilities with organizational goals. Outside of work, he enjoys traveling, playing Euchre, outdoor activities, and addressing the issue of texting and driving. LinkedIn: https://www.linkedin.com/in/morganchristopher/ --- Thank you so much for checking out this episode of The Tech Trek. We would appreciate it if you would take a minute to rate and review us on your favorite podcast player. Want to learn more about us? Head over at https://www.elevano.com Have questions or want to cover specific topics with our future guests? Please message me at https://www.linkedin.com/in/amirbormand (Amir Bormand)

Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century.  In this podcast, Tim and host, Steve Gresham, dive into the implications of millions of Americans retiring each year, the challenges … Continue reading Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert →

The Top Regrets of Retired Americans and How to Avoid Them - Ep #62In episode 61, I shared the top financial regrets of Americans and how to avoid them but in this episode, I'll share the top regrets of Retired Americans and how to avoid them. The future is unknown so no one can plan their retirement perfectly we will all have some regrets, but it's important to be aware of what the most common regrets are for retirees so we can take action now to avoid them in the future. In the tips, tricks, and strategies portion, I will share a tip regarding how to spend more in retirement. In this episode...78% of retirees wish they would have saved more [2:10]Retire Earlier [13:44]Dynamic Retirement Spending Strategies [15:59]More than 6 in 10 retirees say they would go back and change their retirement planning if they had the opportunity. This comes courtesy of a survey conducted by the Lincoln Financial Group and their results reveal many of the top regrets of retirees. businesswire.com referenced this survey and also shared 10 ways today's retirees say they would have planned differently.Save MoreAccording to an annual study by the Transamerica Center for Retirement Studies, a full 78% of retirees wish they would have saved more. The majority (70 percent) would advise changing savings habits by saving or investing more or earlier. Other savings regrets included not making the most of their 401(k) plan, not enrolling in the plan early enough, and not saving the maximum amount allowed by their plan. What if I told you that if you invested $5000 per year for 40 years from age 25 to age 65 ($200,000 total) you could then withdraw ~$140,000 each year for the following 30 years? Not having a plan for retirementAccording to a Transamerica study it found that only 18% of retirees have a written plan. This is one of my favorite things to do with clients when we plan financially. As we enter the data in their financial plan, and add their goals and wishes, it shows them everything that is possible. It's especially great when I am able to surprise clients by telling them they can retire much sooner than they thought they could.Plan more carefully for the fun they want to have in RetirementTwo-thirds of pre-retirees (68%) have not completed a budget of anticipated income and expenses, according to Fidelity Investments. With the proper financial plan, I can show how they can spend much more in the earlier years, while they have the best health to do so. It's highly unlikely you will run out of money.In fact, overall, the retiree finishes with more than double their starting wealth in a whopping 2/3rds of the scenarios, and is more likely to finish with quintuple, or 5 times, their starting wealth than to finish with less than their starting principal.Plan For Health CareMany people are surprised when they hear that Medicare does not cover everything. The annual expenses for a couple in retirement are around $12,000. One of the best things a person can do to prepare for healthcare costs in retirement is to exercise regularly. In episode 29 of this podcast I shared how many retirees can have a healthy...

David Wood is the Vice President of Fixed and Fixed Indexed Annuity sales at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century.  In this episode, David presents the new innovative crediting strategies offered by Lincoln Financial Group in its fixed-indexed annuity portfolio. These … Continue reading Episode 209 – Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood →

The annuity industry is experiencing a surge in popularity, with experts buzzing about its record sales growth and advisor and consumer adoption. But what's driving this growth? It all boils down to the industries' ability to tap into the deepest desires and concerns of consumers and financial professionals. As annuities address the anxieties and aspirations of individuals in today's uncertain world, they are positioned to continue their upward trajectory, providing generations with the financial security and peace of mind they need. In this episode, Jack talks with Tim Seifert, Senior VP and Head of Retirement Solutions Distribution at Lincoln Financial Group. Tim is a leader in the annuity industry with a strong track record of driving organic growth and building strong teams. He is passionate about helping others succeed and dedicated to developing the financial services industry. Tim is a proven growth leader, an exceptional communicator, and a mentor. Tim talks with Jack about the evolution of annuities, their current popularity, and the industry's future. He shares insights on how Lincoln Financial Group drives growth and momentum in the annuity business. Tim emphasizes the importance of communication, education, and activating annuity solutions to provide financial protection and security to clients and their families. Key Takeaways [01:24] - Tim's career background and role at Lincoln Financial Group. [02:24] - How Tim got into financial services. [04:07] - The role PLANCO played in Tim's career. [05:28] - The growth in the annuity industry. [06:39] - Lincoln Financial Group's approach to driving growth. [11:00] - Tim's innovative approach to engaging advisors and teams. [16:54] - Areas where the annuity industry needs to improve. [21:11] - The three habits of highly successful professionals. [23:45] - Tim's interests outside of work. Quotes [05:43] - "What we're most excited about in the annuity industry is growth and momentum. We had another outstanding year in 2023 and will continue innovating. It's all based on working with our financial professionals and uncovering what the consumer truly needs, wants, and desires." ~ Tim Seifert [08:45] - "In this world, where anxiety, fear, and uncertainty are at an all-time high, we bring certainty to an uncertain world. We bring no fear to a fearful world. And that's financial protection and financial security." ~ Tim Seifert [21:43] - "What is it that the financial professionals who gather assets better than anybody else, have client satisfaction scores better than anybody else, and are building scale with their business do well in today's marketplace? That is, communicating, educating, and activating annuity solutions." ~ Tim Seifert Links  Tim Seifert on LinkedIn Lincoln Financial Steve Gresham Alliance for Lifetime Income NextChapter Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group. Tim joins Advisorpedia to discuss the Peak 65 trend, a historic demographic milestone in the US with 4 million Americans turning 65 this year, and the growing need for protection products.      Topics also discussed: Factors contributing to … Continue reading Episode 203 – Game Plan for the Golden Years: Protecting Your Goals in the Peak 65 Zone with Tim Seifert →

Welcome to Chatter with BNC, Business North Carolina's weekly podcast, serving up interviews with some of the Tar Heel State's most interesting people. Today's episode features an interview with Stafford L. Thompson, Jr. As Senior Vice President of Life and Executive Benefits Business Management, Stafford drives the continued expansion, diversification and enhancement of Lincoln's industry-leading portfolio of Life Insurance products to meet the needs of new clients in Lincoln's core and emerging markets. His key responsibilities include product development and management for Lincoln's individual Life Insurance and Executive Benefit products, Life business development, and New Business and Inforce Operations for Executive Benefits. Before joining Lincoln in 2018, Stafford held the position of Vice President, Marketing Actuary at SCOR Global Life Americas.

Welcome to Chatter with BNC, Business North Carolina's weekly podcast, serving up interviews with some of the Tar Heel State's most interesting people. Today's episode features an interview with Stafford L. Thompson, Jr. As Senior Vice President of Life and Executive Benefits Business Management, Stafford drives the continued expansion, diversification and enhancement of Lincoln's industry-leading portfolio of Life Insurance products to meet the needs of new clients in Lincoln's core and emerging markets. His key responsibilities include product development and management for Lincoln's individual Life Insurance and Executive Benefit products, Life business development, and New Business and Inforce Operations for Executive Benefits. Before joining Lincoln in 2018, Stafford held the position of Vice President, Marketing Actuary at SCOR Global Life Americas.

Matt Berger is the Vice President of Client Investment Strategies at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century.  In this podcast, we analyze market dynamics, economic resilience, and insights from Lincoln Financial Group's Matt Berger as we set the stage for investors … Continue reading Episode 197 – Investing in Turbulent Times: A 2023 Recap and 2024 Outlook with Matt Berger →

Show highlights include:*The universal importance of exit planning*An exploration of the psychological aspects behind the decision of why someone chooses to leave their business.*Why it is crucial to have the ability to accurately assess what a business is truly worth, whether it is your own or someone else's.*Some of the clever methods that financial advisors can utilize to start exit planning conversations with business owners.Between Frank and Dan's insightful expertise, listeners will have gained valuable perspectives on exit planning and how to apply these insights to their own business. As we navigate the intricate landscape of business transitions, the conversation serves as an indispensable guide for financial advisors and business owners, emphasizing the significance of thoughtful exit strategies. Tune in for a wealth of knowledge that resonates with the core of every entrepreneur's journey.Disclaimer:Daniel Prisciotta is a registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Network is the marketing name for Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corp., affiliates of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Equity Strategies Group LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-6139024-120523

Chris Price is the Assistant Vice President of Advanced Sales at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century. In this episode, Chris introduces and breaks down an overlooked aspect of financial planning, beneficiary designations: the strategy that influences virtually everything a client … Continue reading Episode 193 – The Costly Consequences of Blank Beneficiary Forms with Chris Price →

Amber Williams is the Chief Sustainability Officer & Head of Client Investment Strategies at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century.  In this podcast, Amber talks us through the key themes that are currently on the minds of investors, while also sharing … Continue reading Episode 186 – Rising Rates and Resilient Markets with Amber Williams →

Melissa Brandt is the Vice President of Annuity & Funds Management Marketing at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century.  In this podcast, Melissa and Doug discuss the significant shift of financial assets into the hands of US women. This exposes the … Continue reading Episode 185 – Legacy, Longevity, and Lincoln Financial: Safeguarding Your Wealth with Melissa Brandt →

Today, I'm joined by Constance Dierickx, and we're talking about Meta-Leadership. Constance, also known as The Decision Doctor®, is relied on by top leaders when they're faced with consequential high-stakes decisions. She holds a Ph.D. in clinical psychology, focusing on decision science and crisis intervention. She has worked with leaders at organizations including IBM, AT&T, The CDC, Lincoln Financial Group, and COX Enterprises. She is the author of Meta-Leadership: How to See What Others Don't and Make Great Decisions. I'm excited to have her on the show to talk about the idea of Meta-Leadership. Show resources: Constance Dierickx's website Meta-Leadership: How to See What Others Don't and Make Great Decisions book Sponsors: Ignite Management Services Liberty Strength  ____ Order my latest bestselling book, You Have the Watch: A Guided Journal to Become a Leader Worth Following Order my bestselling leadership book, All in the Same Boat - Lead Your Organization Like a Nuclear Submariner Order my bestselling leadership book, I Have the Watch: Becoming a Leader Worth Following Become a leader worth following today with these powerful resources: Subscribe to my leadership newsletter Follow Jon S Rennie on Twitter Follow Jon S Rennie on Instagram Follow Jon S Rennie on YouTube The Experience of Leadership book Learn more about your ad choices. Visit megaphone.fm/adchoices

According to a recent study from Lincoln Financial Group, more than 60% of retirees would like to go back and plan differently for their retirement if they could. Overwhelmingly, retirees wish they'd started saving earlier and saved more for retirement.  Abe Abich, Certified Financial Fiduciary® and Founder & CEO of Abich Financial Services shares his insights on how to avoid this kind of regret in retirement with true stories from real clients he's helped. Don't wait until it's too late! Learn more by tuning in to this week's episode. Looking for more insights on your own personal situation? Connect with Abe and his team at RetirementKeyRadio.com. Find even more helpful insights from Abe and his team on Facebook, Instagram and YouTube!  See omnystudio.com/listener for privacy information.

#BRNAM #1332 |  How much progress is the Industry making in terms of achieving its Diversity Equity & Inclusion (DEI)  goals? | Kameka Grady, Lincoln Financial Group & Fred Makonnen, Equitable   | #Tunein: broadcastretirementnetwork.com or your #favorite #streaming / #podcast / #smarttv / #localtv / #digital #platform

Meet Bus Obayomi, an accomplished Business Leader, Community leader, and transformational coach with a proven track record of delivering flawless large-scale enterprise solutions in Government, Financial Services, and Healthcare. Bus specializes in streamlining operations, increasing efficiency, and reducing costs by implementing industry best practices. He has worked with top industry leaders such as Vanguard, Nationwide, and Lincoln Financial Group and has notable expertise in project/program management, government, and leadership. Aside from his professional accomplishments, Bus is also an active community member. He was part of Gilbert Leadership Class XXV, part of Gilbert Community Task Force, and actively volunteered with various organizations, including his church community. With a Master of Art in International Affairs, Master of Business Administration, Certified Project Management Professional, and Scaled Agile Practice Consultant qualifications under his belt, Bus has built high-performance teams and established key executive stakeholder relationships. Bus's life revolves around his family, faith, and community/marketplace. He believes that every aspect of his life is integral to the person he is today. ---------- Guiding Growth: Conversations with Community Leaders Join our hosts, Sarah Watts and Ben Kalkman, as we explore the human journey of leaders - their stories of humility, triumph, roadblocks, and lessons learned - as they reflect on how they became who they are today and share stories of inspiration and hope with listeners. We'll take away the title, just for a moment, and enjoy a connection with the soul. Be sure to subscribe to our show for more interviews with community leaders. This podcast is brought to you by the Gilbert Chamber of Commerce and Modern Moments. Learn more about our show at https://guidinggrowth.co. View our Privacy Policy at https://modernmoments.com/privacy

Dr. Pearl Sumathi is an Assistant Professor of Practice for the Department of Management in the Spears School of Business at Oklahoma State University. Pearl is an award-winning designer and leader of learning and development with close to 25 years of corporate experience in human resources. She is passionate about designing and delivering mid and senior level leadership development programs, consulting with organizations on reskilling and preparing the workforce of the future. During her tenure at Wharton Executive Education, she has consulted with top global companies to design superior leadership development programs to build successful talent pipelines. In Pearl's corporate career she served as Chief Learning Officer for Lincoln Financial Group where she established an award-winning learning and development function. She held other senior learning and HR roles at Fujitsu, Mphasis, an HP company and Infosys. In her current role as Assistant Professor of Practice in the management department of Spears School of Business, she teaches human resources enabling management students to relate theory with practical experience. Pearl received her Master's and Doctor in Education from University of Pennsylvania. Her award-winning dissertation established a framework to help companies brand their learning and development experience to render a human centric employee experience. - Learn more about IMS and future sessions with thought leaders like Pearl Sumathi: https://ims-online.com/ Single Servings (bite-sized video clips that answer your most pressing leadership and management challenges) - https://www.youtube.com/playlist?list=PLNwWl_bClmVyp_YJxfrDJy4kGhRxaxJZm Relevant IMS Leadership and Management Articles - blog.ims-online.com Connect on LinkedIn - linkedin.com/in/charlesagoo/ Chapters: (00:00) Introduction (01:07) Pearl's background (01:56) Importance of accountability (03:17) People avoid accountability conversations (04:51) Tip for accountability conversations (05:47) Showing vulnerability to be a better leader (07:50) Building accountability within the team (08:23) Bridging the gap between an expectation and a deliverable (10:21) Result of lack of accountability and how to deal with it (11:30) Accountability at work: Individual and Team (14:24) Ways to improve accountability for employees (16:03) Tips: Giving good feedback (18:10) Taking ownership of failures (20:56) Tool: Accountability partners as support network (23:26) Leaders should set expectations and celebrate success (25:38) Tool: Being able to say no (27:28) Building accountability (28:57) Key takeaway (29:11) Conclusion

Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group. In this podcast, Tim and Doug discuss the conversation around annuities as well as education surrounding financial protective products. They also discussed: What advisors can do to help pre-retiree clients best plan to avoid future regret The trends … Continue reading Episode 167 – Integrating Protection Products with Tim Seifert →

Taxes and annuities are two essential components that can significantly impact a client's overall outcome. While they may seem a separate topic, financial advisors can leverage these strategies to deliver better outcomes. In this episode, Jonathan talks with Jackson Bradley, Consultant at DPL Financial Partners. Prior to joining DPL, Jackson led the startup of MDM CPG, bringing a new brand of butter cookies to the marketplace. He also spent time as an internal wholesaler with Lincoln Financial Group. Passionate about helping advisors organically grow their AUM while improving client outcomes, Jackson talks with Jonathan about taxes and annuities, how these strategies can play and work together, and what concerns advisors have as tax season approaches.Key Takeaways[01:48] - Tax concerns advisors have at the moment.[02:57] - How DPL can help advisors with their tax-related concerns.[06:11] - What are Multi-Year Guaranteed Annuities (MYGAs), and how do advisors use them?[09:54] - How DPL helps clients with their year-end planning.[11:34] - How DPL advisors handle old annuities' taxes.[16:40] - Jackson's key takeaways.

Topics: Huddler In The Hotseat with Tim Rappold, AVP, Sales Florida at Lincoln Financial Group, and more...

Jill McGinley is a perfect example of taking a non-linear career path in the corporate world. She started out as a Retirement Consultant for Lincoln Financial Group before working her way up to her current role, Vice President of Workplace and CX Marketing Adoption Operations - a job that she never could have imagined having when she started out. In this episode, Jill will share her story of navigating the corporate waters and offer advice on how to make career pivots while taking the emotion out of it. Join us for "Taking a Non-Linear Career Path" as we learn from her unique journey and gain insight into embracing a non-traditional career path. Tune in for a conversation about taking chances and following your dreams!

We sit down with Jill McGinley, Vice President of Workplace and CX Marketing Adoption Operations for Lincoln Financial Group, to discuss how she got her start, following a non-linear career path at the same company, and taking the emotion out of pivoting careers.

Brian Poppe worked for Lincoln Financial Group for a period of time and then came over to Mutual of Omaha a little more than 13 years ago.  From pricing and product development at Lincoln Insurance, he worked his way up in risk management at Mutual of Ohama. Brian also created and led the innovation practice for a couple of years,  led one of the PNLs, worked on tech modernization, a bridge between business and IT strategy. He is now Chief Data officer - we can say he's exempt in the data world! In this podcast, learn about: Friction between data privacy and personalization. How do you protect customer privacy and what are the legal implications? How do you make sure you're not intentionally/unintentionally biasing some of the models that you're using to either recommend or automate underwriting?Personalization of the customer experience. How do you help your customers pick the right policies? How do you earn their trust to be able to provide them with the right recommendations? Whether human interactions will continue to be crucial for consumers' decision-making process and how AI is impacting insurance and potential future applicationsHis Pilot AI with chatbots, and the experience of an interactive agent call centerThe future of insurance and the implications of embedded insuranceHow inflation is impacting insurance businesses and consumersDiversity equity and inclusion in the insurance space «So one of the things that we, and I suppose many others in the insurance industry, have learned is as much as you want to give an automated recommendation to a customer because it's such a personal and financial decision, customers want confirmation that they're making the right choice. So we can put a recommendation engine out there that helps customers pick a policy, they will still want to talk to a person to verify that they're on the right path» But how to ensure the protection of consumer data privacy while serving their needs for a more personal touch? « The technology industry has greatly advanced the ability to do that in a way that protects both customer privacy while still allowing you to do the types of personalization that customers are coming to expect from other industries (…) for example through anonymize the data either through consolidating it in a way or tokenizing it » 

How can HR think more like the business leaders they support?How can thinking outside the box be a game changer for your career?My guest on this episode is Lisa Buckingham, former Chief People, Place & Brand Officer at Lincoln Financial GroupDuring our conversation, Lisa and I discuss:How owning functions outside of HR changed her approach to HRWhy every CHRO should think of themselves as a Chief Talent OfficerWhy mentoring early career talent is so importantHer advice for next-gen HR leaders on how to stand out from the crowdHer secret to influencing the business and making an impactThe importance of HR leaders making their wellness and health a priorityConnecting with LisaLisa Buckingham on LinkedIn

Donors create transformations in the lives of individuals they may never meet, making the process of tracking and curating stories critical for maintaining donor relationships in the non-profit world. This week Laura speaks with Dave Rowan who explores how he communicates the transformative powers of donors in a way that showcases change and conveys the emotional value of stakeholder investments.     Here are a few things you'll learn during this conversation: How BLOCS created a beacon of hope for the community Why data is critical to the transformative storytelling process How to make stories resonate Advice for adjusting your approach when speaking to different stakeholders How to bounce back after making a mistake during a live presentation   During the 24-Hour Influence Challenge Dave encourages you to volunteer your time and take note of how that investment of time impacts you.   About Dave Rowan:   Dave Rowan joined BLOCS in September 2019 as the Chief Executive Officer. Rowan has over 30 years of experience in the Sports and Entertainment industries. Most recently, Rowan served as Chief Operating Officer of the National Lacrosse League (2016-2019), and previously served as the Executive Vice President and Chief Revenue Officer of the Philadelphia Union (2010-2016).   Notably, Rowan made his mark as Vice President of Corporate Sales and Service for the Eagles in 1998 and played a major role in closing one of the largest stadium naming rights deals in NFL history with Lincoln Financial Group, as well as the largest deal for a team practice facility with NovaCare Rehabilitation. His department continued to thrive during the inaugural season of Lincoln Financial Field, establishing the Eagles as one of the top revenue-producing teams in the NFL.   Rowan spent three seasons as the Director of Corporate Sales for the Jacksonville Jaguars, where he helped to develop the corporate sales plan for the team in its first year of existence. Rowan's Staff quickly established the Jaguars as the model for future NFL Expansion in revenue generation and event creation. Rowan developed the Jaguars Training Camp as a business model that is now in place for most NFL teams.   You can learn more about BLOCS here: https://www.blocs.org/     To learn more about Dr. Laura Sicola and how mastering influence can impact your success go to https://www.speakingtoinfluence.com/quickstart and download the quick start guide for mastering the three C's of influence.   You can connect with Laura in the following ways:   LinkedIn: https://www.linkedin.com/in/drlaurasicola LinkedIn Business Page: https://www.linkedin.com/company/vocal-impact-productions/ YouTube: https://www.youtube.com/c/VocalImpactProductions Facebook: Vocal Impact Productions Twitter: @Laura Sicola  Instagram: @VocalImpactProductionsSee omnystudio.com/listener for privacy information.

Join The Become a Millionaire & Smash the Patriarchy Party: https://onroutefinancial.ck.page/Starting a business is one thing, but scaling that business to it's true potential requires some help and collaboration. Unfortunately for many small business owners, we become so overwhelmed with the day to day tasks of running a business that we neglect the fundamental essentials of outsourcing work to someone who can actually help us with the growth of our business. Anna Papalia is the founder of SHIFT, an industry leading assessment, for job seekers and hiring managers to identify their interview style. Since launching SHIFT in 2011, Anna has served both private clients on an individual basis and large consulting projects with universities and corporations including Lincoln Financial Group and Temple University. She empowers business owners to cultivate a hiring process that works for their business. Listen to the full episode as she shares insights and ideas on how to hire smarter, so that you can run your business effectively, sustainably, and profitably. You can find Anna Papalia here:Instagram: https://www.instagram.com/annapapalia/?hl=enWebsite: https://shiftprofile.com/

As a business owner what are you trying to achieve? What are you trying to do for people? In this episode, Peter Raskin talks with Mark Bronfman, private wealth advisor at Lincoln Financial Group. He shares his knowledge and expertise about how he has helped business owners solve objectives over the years. Mark discusses: Who … Continue reading Solving Business Objectives With Mark Bronfman (Ep.90) →

Jasper has been involved in the financial services arena for over a decade, working in an array of capacities. Jasper has held positions with Lincoln Financial Group, Bank of America/Merrill Lynch, Northwestern Mutual, Prudential and a variety of non-profit organizations that focus on promoting financial literacy to underserved communities. He is the founder of a financial empowerment initiative that is working to disrupt generational poverty, it's called The #BuildWealth Movement™ . I'm not a magician. I simply help people change the way they THINK and FEEL about money. And, I do it in a manner that's easy to digest, mixed with a bit of humor. Financial planning can be made easy and it's not just for rich people. Everyone dreams about being financially successful and I help people begin living the life they dream about.www.thebuildwealthmovement.com

This week, host Colbert speaks with Priscilla Sims Brown, the President and CEO of Amalgamated Bank, the largest – and one of the only – union-owned banks in the U.S. We hear how Priscilla is using her position to push forward socially responsible initiatives such as its recently approved petition to create a new merchant category code to better track gun and ammunition sales. She explains how doing good and doing well are not mutually exclusive and offers a look into how she's moved toward mission-focused work with every step of her career. We hear how Priscilla made her way into the financial industry through her insatiable curiosity as a young producer reporting on business. And she walks us through her varied experiences since making the leap into finance, including an 18-year stint at multiline insurance company Lincoln Financial Group and trying to start an annuities business during the Great Recession. Learn more about Priscilla's tenure at Amalgamated Bank here. Check out Colbert's Best Idea for this week, the 1984 film classic The Killing Floor directed by Bill Duke, here.

Over half of current bankruptcies are due to medical bills. It takes a combination of benefits — health insurance, along with disability, leave, and supplemental health including accident, critical illness, and hospital indemnity — to be prepared for and prevent devasting financial impacts. During this episode of Lincoln Absence Advisor, our benefits professionals discuss how supplemental health coverage can combine with disability and leave coverage to support on family needs, protect savings and income, and decrease financial stress that may interfere with a timely recovery and return to work. Resources: David U. Himmelstein et al, “Medical Bankruptcy in the United States, 2007: Results of a National Study,” The American Journal of Medicine, June 6, 2009Lincolns Supplemental Health website  Additional sources: Rose Conlon, "Nearly Half of Americans Would Have Trouble Paying an Unexpected $250 expense," Marketplace, October 15, 2002“The Faces and Facts of Disability,” Social Security Administration, 2019Glenn Pranky, MD et al, “Voluntary Not Voluntary,” Lincoln Financial Group, 2020U.S. Bureau of Labor Statistics, 2000-2021LIMRA 2021© 2022 Lincoln National Corporation. All rights reserved.  LCN-4935754-090622

Today's show is the second episode of a two-part series in which Patti welcomes Tim Seifert, the Senior Vice President and Head of Retirement Solutions Distribution for Lincoln Financial Group. Together they continue their conversation about what defines a great leader and the characteristics that are attributed to that role.  Many may recognize these traits, but do you also realize the importance of being a good follower and mentee?  What is that all about and why is it important?  Patti and Tim answer this and reflect back on their experiences building successful teams and identify what they all have in common.    

What does the CHRO of the future look like? We all know that the pandemic has stretched us in unforeseen ways; requiring leaders to take on different tasks and develop new skills. But what role has technology, data analytics and automation played in it? We had the opportunity to talk shop with HR Executive & Founder, Lisa Buckingham. Lisa is the global expert on jobs, work, and people! We dove into the trends that Lisa is seeing in today's HR world, what she learned from her role as CHRO at Lincoln Financial Group, and talked to her about her HR Tech Conference keynote, titled: Meet the CHRO of the Future....a Technology Expert. Take a listen!

This summer, Nassau Re/Imagine hosted the first annual Retiretech Forum. Nearly 100 attendees representing industry decision-makers, and insurtech, fintech, and retiretech startups, joined us in Hartford, CT.  Six-panel discussions with over 25 speakers took the stage at the Retiretech Forum, exploring sales & marketing, service & operations, product innovation, risk management, climate risk, and core advisor software. Today, we're sharing our panel on Product Innovation hosted by none other than our new co-host, Bruno Caron. We called it “How Will Key Product Categories Evolve over the Next Five Years?” We had some great speakers from PlanGap, Nuovalo, AM Best, Vitech Systems Group, Lincoln Financial Group, and The Index Standard. For more information on the event and access to the panel recordings, go here:  https://imagine.nfg.com/retiretech-forum-2022/

In the first of a two-part series, Patti welcomes Tim Seifert, the Senior Vice President and Head of Retirement Solutions Distribution for Lincoln Financial Group. Together they look back on the careers they began after college and compare it to where they are now.  They discuss the specific characteristics of the leaders and mentors that shaped their career trajectories and how they, in turn, apply those leadership traits to their own teams.  In doing so, they are developing highly successful and motivated team members that are all intentionally driven towards client satisfaction.  These leadership skillsets transcend across all industries and are not dependent on the size of the team or driven by profit margin.  Listen today to find out how you can apply any or all of these ideas to your team today!  

In this podcast today, I will discuss the company Lincoln Financial Group! Listen to the podcast for details! --- Support this podcast: https://anchor.fm/thressa-sweat/support

Priscilla Sims Brown, President & Chief Executive Officer of Amalgamated Bank, shared the story behind her title with us on May 8, 2022.Priscilla is a multi-national board director and C-suite executive with 30 years of financial services experience. Prior to joining Amalgamated Bank she was the Group Executive for Marketing and Corporate Affairs at Commonwealth Bank of Australia, where she focused on rebuilding trust and pride in the bank with direct responsibility for end-to-end marketing, branding, stakeholder insights, government and public affairs, and environment and social policy.Prior to Commonwealth Bank, Ms. Brown held senior positions at AXA Financial, Inc., Sun Life Financial, and Lincoln Financial Group. She has advised several digital startups and served as the Chief Executive Officer of Emerge.me, a digital health insurance broker.She was a member of the AXA Financial US Executive Committee, serving as Chief Marketing Officer (CMO), where she directed all aspects of US marketing and led global digital marketing initiatives. Prior to AXA Financial, Ms. Brown served as CMO at AmeriHealth/Caritas, where she developed a new go-to-market strategy for the largest Blue Cross/Blue Shield Medicaid company in response to the Affordable Care Act. At Sun Life, Ms. Brown served as CMO and Chief Strategist, where she negotiated and managed Sun Life Stadium naming rights, Pro Bowl, Super Bowl and other major events with the Miami Dolphins NFL football team.SUE SAYS"Priscilla did not grow up in what society would describe as traditional. She was left by her parents in the U. S. and adopted so that her mother could return to Ethiopia as the first woman to serve as a Senator there. Priscilla describes herself as having both the genetic makeup of her biological mother as well as the influences of her adopted mother. Both shaped her and led her down the path of social justice."Support this podcast at — https://redcircle.com/women-to-watch-r/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Hugh Holston joins Tiffany on the podcast to discuss how city council effects your money and your day to day lives. In this episode, Hugh explains his role within the Greensboro city council and how city council effects different areas of your life.  About Our Guest Hugh Holston is a native of Fayetteville, North Carolina and is a graduate of the University of North Carolina at Chapel Hill with a Bachelor of Science degree in Business Administration. Professionally, Hugh currently serves on the Greensboro City Council as a Council-member At Large. Additionally, he serves as a Senior Project Manager with Old North State Medical Society. Previously, Hugh has served in leadership positions with Fortune 250 companies to include Wells Fargo, AT&T, and Lincoln Financial Group. His career skills include strategic planning, finance, accounts receivable, relationship management, client services, and project management. Hugh has lived, worked, and engaged in Greensboro, North Carolina for over 30 years. His wife, Olymphia (LeGrand) Holston, is a native of Greensboro and graduated from Dudley High School.  Hugh and his wife have an adult son, Jonathan, who currently works as a systems analyst.  All three are alumni of UNC Chapel Hill. Connect with Hugh Website: https://hughholston.com Instagram: @Hugh4gso Facebook: https://www.facebook.com/hugh4gso/ Twitter: https://www.twitter.com/Hugh4GSO Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant

In this episode of Lincoln Absence Advisor, we talk about one of the key factors — caregiving — behind what's been called the “Great Resignation” in the American workforce. Our guests are well-versed in this trend, as they are all part of the Lincoln market intelligence team that conducts industry research and analyzes the latest relevant developments. Together, we discuss the effect caregiving demands are having on recruitment and retention and how employers can take proactive steps to address both financial and emotional challenges faced by employees with caregiving responsibilities.  Some of the information provided by guests came from these studies and articles:Many of our findings came from Greenwald Research's Survey on The Role of Work-Life Balance & Benefits in The Great Resignation. Here are some additional insights from Greenwald:“New Research Reveals Job-Seekers In Search Of Higher Pay, Work-Life Balance, and Emerging Benefits Amid the Great Resignation” Greenwald Research's “2021 Retiree Insights” “Return to Wellness After COVID-19” from Lincoln Financial Group “Employers Respond to Great Resignation by Raising Pay, Improving Benefits” by SHRMOther resources mentioned: Webinar recording: “Shaping the Right Paid Leave Offering”Podcast: “Watch Your Language: Getting Paid Leave Policy Language Right” © 2022 Lincoln National Corporation. All rights reserved.  LCN-4502135-031022

In this episode, Thomas Bertels welcomes Eric Reisenwitz. Eric is a senior insurance executive with 40 years of experience in the group benefits space. In his roles at Lincoln Financial Group, CIGNA, Aetna, and MetLife, Eric developed a passion for working for organizations dedicated to “being there when bad things happen to good people". The conversation explores the changing nature of work and the implications for leaders. With the war for talent heating up, the onus is on companies to design meaningful work in order to attract and retain talent.

Don't let 2022 be just every other year, where the goal never makes it out of January!In 2020, only 38 percent of adults in the U.S. had specific financial goals, according to research from the Lincoln Financial Group.Goals are extremely important. They help you break down intimidating things that you can't accomplish immediately and create the steps for you to reach them.In this episode, we'll break down how to set good goals, the SMART goal framework, and give you 10 suggests for financial goals you could set.LinksEmergency fund episodeMoney & Marriage ebookFollow me on TwitterSubscribe to my email newsletterAdvertising Inquiries: https://redcircle.com/brands

In this podcast today, I will discuss the company Lincoln Financial Group! Listen to the podcast for details! --- Support this podcast: https://anchor.fm/thressa-sweat/support

Contact Dawn Emling: https://www.linkedin.com/in/dawn-emling-a04b361a/Contact Tjeerd Krumpleman: https://www.linkedin.com/in/tjeerdkrumpelman/Contact Shari Littan: https://www.linkedin.com/in/shari-littan-58bb40114/IMA's Statement of Position on Sustainable Business Information and Management: https://www.imanet.org/insights-and-trendsFULL EPISODE TRANSCRIPTAdam: (00:04) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. This is your host, Adam Larson, and I'm here to introduce you to our panel of speakers who joined our podcast to talk about sustainable business and sustainable business information. Shari Littan, IMA's Director of Corporate Reporting Research and Thought Leadership moderated the discussion between Dawn Emling and Tjeerd Krumpelman. Dawn is the head of sustainability initiatives for Lincoln Financial Group. And Tjeerd is the global head of advisory reporting and engagement as well as group sustainability at ABN AMRO Bank N.V. Together, the three of them discuss the purpose and value of sustainable business activities, the impact of reporting and how to overcome potential challenges relating to technology and streamlining processes relating to sustainable business. Keep listening as we head over to the conversation now.  Shari: (01:05) So many of the professionals who now find themselves working in the area of sustainable business came from other backgrounds, other disciplines. The younger professionals, yes, they are finding a way to this area directly from their education. And they can go directly into sustainable business or corporate responsibility teams or whatever companies are calling it. But for the rest of us, we all came from somewhere else because the field is essentially emerging and new. So I'm gonna ask Dawn and than Tjeerd to let us know, where did you come from before you got involved in sustainability? What's your basic background?   Dawn: (01:51) Yeah. Thanks Sherry. I agree with you that most people now are coming from different disciplines. I actually started out in the U.S. government and state department doing human rights work, that also included, a number of, kind of nonprofit roles. And then I was an early practitioner with Credit Suisse, in Asia and then EMIA on sustainability, the first sustainability kind of head for each of those regions so setting that up and then fast forward, I worked at Thompson Reuters on sustainability of global sustainability. And then eventually now I am with Lincoln Financial heading up their, sustainability initiatives. So yeah, kind of a long and windy road here.   Tjeerd: (02:40) Yeah. And for, for me, it's been, it's been a little less windy, because I have always worked in banking. But I worked in the private bank first with clients and then in our investment bank and our retail bank, but always with clients and always on the more commercial side of the bank. And in my recollection, I think sustainability in some sort of, some form has always been part of our conversations with clients, but, but it was like eight years ago when I moved into the group sustainability or group strategy and sustainability team, for the first time that it became, let's say a regular job. And back in that day, or in that time, it wasn't considered a promotion, right. It wasn't considered to be very fancy to move from the commercial side of the bank in a managerial role to a, let's say a cost center like sustainability. So it has evolved a over the years, to becoming quite a popular destination, for people to work, nice place to work with lots of applicants whenever we have a role available. That's interesting to see, but yeah, I came from the commercial side of the bank.   Shari: (03:53) So that's quite a bit of difference: diversity in both of your backgrounds and how you both come and arrive in almost similar roles. So I think that says a lot about the type of work and the almost entrepreneurial mindset of many of the people that you've found or have found in the sustainable business arena. Now, one thing that we are hearing over and over again is that much of the work behind the company inside the company, let me say, internally is crossdisciplinary - that there are people coming from different parts of an organization to work together on sustainable business matters. However, when the finance and accounting function get involved and they bring their skillset, it creates set of capabilities and skills to the work that's going on. And it's incredibly valuable. So if I can hear from both of you, what your experiences are in engaging the-- we'll call them management accountants or accounting and finance function members.   Tjeerd: (05:10) Happy to start to kick this one off. I mean, we need everybody in the sustainability space, right? So we need, so I'm in banking and we need everybody across the bank in all different types to step up from their own skillset. So to embed sustainability into their day to day role. So, facility management takes responsibility for the sustainability of our buildings, right? So, and of the workplace, HR needs to think of travel policies, Risk needs to think of sustainability, embedding into risk policies. And where does controlling and accounting, come into place in measuring, in reporting in disclosing all sustainability. That's where we need the talent and the skill sets of financial professionals and accountants and management accountants. And I think they are relatively late to the party, but they are most welcome. And we need them there in the reporting space, in the disclosure space, in, getting the right quality of data, getting this into the dashboarding, into the steering of companies. That's where we need management accounting. But actually I think we need everybody so I can think of, I can think of a role for IT. I can think of a role for HR, for risk finance, strategy people. We need all of them. And in that sense, we definitely need management accountants as well.   Dawn: (06:37) I would a hundred percent underscore that this is an enterprise-wide effort. We group our kind of work into 16 or 17 business lines and the E, the S, and the G cross, many of them across all of them. I would also just add that we've seen, this is a very evolving landscape. So in the last six to 12 months, for example, we are now focusing on, or we're being, you know, asked to focus on, or we're being pressured to focus on kind of new areas that we didn't six to 12 months ago. And I'll bring out, you know, human capital development, human capital management. During COVID, it was kind of a brand new issue for us to look at under the ESG umbrella or rubric. There's been a lot of focus on strategy in the last 12 to 18 months with TCFD pushing on strategy and governance. So because it's such an evolving space, you really do need senior management across the business units, and that helps you with, in my opinion, it helps you getting acceptance, across the enterprise. If senior management in every line of business is pushing this, then you, you can get enterprise-wide acceptance. You can stay ahead of the evolution because you can say, "Hey, Human Resources, I'm coming to you about this human capital management issue that we're saying, oh, yeah, we've heard about this". And then you keep the momentum going. So I completely agree that all business lines are necessary and we don't know what's coming next. I would take a big guess, as Tjeerd said, metrics, reporting dashboards. I mean, we need people with those skills and that expertise.   Shari: (08:24) Thank you both so much. As you may know, IMA has developed a set of working principles to help us as an organization respond to these global trends. And it informs how we guide our members with educational material, for members in accounting and finance. One of the most critical things that we hear from people in your position are the challenges around fragmentation, that there are too many frameworks, too many guidelines, too many reporting standards. And on top of that there's market pressure to respond to a variety of survey instruments, both the non-governmental as from CDP, but also a range of commercial survey instruments. And for us at IMA, one of the things that we are thinking about and concerned about is whether all of this additional layers of reporting is decision useful. So perhaps a world where there are fewer KPIs, but more meaningful KPIs and reporting might be a beneficial direction to think about in the ecosystem. Could you share your experiences on this?   Tjeerd: (09:45) I'll start, again, and the next question you can start, but I do have an opinion on this and I feel that I know there's a lot of talk about too many frameworks, too many KPIs, but actually I feel that there's a misunderstanding of these frameworks, that there's a lack of understanding that people, need to study first. What is the intention of the framework? The intention of the framework and of the various frameworks they differ, they can be used for different purposes. And yes, we need some sort of convergence and convergence will come. I mean, it will come, but please don't wait for it. But start work now. And I think from the management accounting perspective, they can help to make this, this stuff better, right? So they can get involved and make it better rather than stand on the sideline and be critical. You can be critical and join the game. We need you there. So, and the purpose of all these frameworks is never to come up with KPIs, it could never be the goal. The goal should be to measure progress, to disclose on progress, and ultimately to be able to steer on progress. And that's where maybe KPIs, can be a meaningful contribution. But my suggestion would be rather than to, wait for convergence or to, well, to take notes of the meaning behind these frameworks and to study them and, and then to learn from them and see where, where you can best apply which framework, and then to work on the improvement and developments together with all these sustainability folk, that I've been working on this for so long.   Shari: (11:30) You know, I'm gonna just respond to that. Cause one of the key capabilities that we hear about when management accountants get involved in the process is connecting the information and the request for information to the business model and helping to figure out which is meaningful and which is less relevant to a particular business. And this is incredibly valuable to the entire process. Dawn, do you have a follow up?   Dawn: (12:03) I do. I agree with both of you and not surprisingly, I agree with Tjeerd that these are decision useful. You know, there is a huge landscape of, let's say questions that we respond to, both the survey instruments, as well as, the data providers and the frameworks. So I think the most useful piece of that, if you look at that landscape and for us as an issuer, we probably respond anywhere from 1200 to 1500 questions every year. So it's a massive amount of questions and topics. I do find them decision useful. They guide us, they show us what's coming around the corner. Shout out to CDP for example, and TCFD. They tell us, you know, here's, what's on the horizon. You guys should be thinking about these topics. So I think in and of the themselves, they are decision useful. I think the problem comes and myself and my peers, the problem comes with the rankings based on different weightings. So if you have 1200 data points that you're releasing to the public and 10 different ratings and rankings are using data and putting you on a league table and saying, "Hey, Dawn, you're above your peers today on this ranking, but tomorrow you're gonna be 10 below on this ranking", that becomes a very confusing conversation to have with senior management. And when you start to talk about how the sauces is made on each of those rankings, people fall asleep and rightfully so. So I think what that means for a practitioner in house is that our resources are dispersed. We spend time trying to explain them. We spend trying to understand our stakeholders' favoritism, investors, clients, senior management, employees, activists, NGOs. I mean, we have a ton of stakeholders and they're all kind of focusing in on one or two rankings. And we, the practitioners, the CSR team inside have to spend our time and I'll give an example. Let's say there are three topics this year that we have to work on. It would be great if we just had three topics, my team could go out and just work on those three topics. And, oh, let's look at peer let's look at best in class. Let's look at, you know, frameworks and to improve our processes, structures and governance around those three topics. But because there are so many frameworks and so many rankings, we're dealing with something more like 20 or 30 topics that we have to address, and we don't have the bandwidth for that.   Shari: (14:51) Tjeerd, did you have something to follow up on Dawn's remarks?   Tjeerd: (14:56) Yeah, so I like the, the comment that Dawn made on these rankings and ratings. And I know, again, this is similar to the frameworks. There is conversions there, or standardization is needed. Correlation between the different ranking is too low, on the ESG front. But, and I'm not trying to smooth this out, but I'm just trying to say, I mean, from a board perspective or senior management perspective, it is surprising to me that they do understand the difference between certain credit ratings - and there are differences between credit ratings - but they, they seem to, really have a strong desire to have just one sustainability rating and that to me, or ESG rating. And that to me, is silly because there are so many definitions around sustainability. You can also see CDP is focusing primarily on carbon, MCI, DJI's, more focused on the holistic ES&G well, and there are many others, some are funded by NGOs. So you, if you know that they're funded by NGOs, they will have a different perspective. For me, as a sustainability professional, all that information is valuable. It's valuable information. And I understand that I need some sort of translation to senior management or a board. It needs a translation saying, okay, why is this rating as high or low? And what is the delta and how do we compare to peers? That is the translation that is needed. But if you were to put all these credits in front of me, without any background knowledge on credit ratings, it would need a similar translation. So from my perspective, it is a knowledge issue and a guidance issue. And that is actually how I consider my own role or my team and Dawn's role as well within her company. This stuff needs translation and ideally it doesn't, but in the real world, a lot of this stuff needs translation.   Shari: (17:05) I was just gonna follow up by saying one of the concerns in hearing that positive work by the various rating companies. On the other hand, one point to consider is that a team like Dawn's, an accounting and disclosure team is a limited resource itself. And we should think about going towards a goal where her work is being used to its best use and not continually. I mean, what we want her work and her team to be sustainable and not excessive.   Dawn: (17:46) And I think, you know, I've been in sustainability longer than I want to actually admit publicly, but I think in the last two to three years, it has become a reporting disclosure job. And it wasn't before. Before it was a change management job, it was a knowledge education transfer job. It was bringing everybody with you on this journey. And now it is primarily not just myself, but my peers. It is an ESG disclosure job.   Shari: (18:21) Well to respond to some of these trends and these burdens one thing at IMA that we look to is the power of technology. And one of the reasons I was so excited to do this podcast with Dawn is that she explained to me that she and her team have looked to technology and have built systems to facilitate the information gathering and reporting, and that there have been in enormous benefits. So Dawn, I'd like to hear from you about the process that you went through, the challenges you faced and overcame and what our members could take away from your experiences in looking to the technology.   Dawn: (19:06) Yeah, so we were-- as many, and as I was in a previous job, we were responding to requests and survey instruments, with push and pull Excel or word tracker, you know, changing, changing comments. And we decided to take the time out, you know, the six months to a year that it would take to assess what we're dealing with and look at what was available and build out some kind of automated data management system. We ended up going with, ServiceNow because Lincoln has that already. And there's a team in house that could customize it for us. And we, built out what we now call the ESG tracker. So for each, if you know, ServiceNow, it sends you-- it's a project management tool. It sends you a ticket into your inbox. You can get into the online web based and you can mess around with a ticket. It can have tabs with guidance. You can customize that ticket. We now take all 1200 to 1500 questions that come at us and create a ticket. That ticket then is designated for one or up to five subject matter experts. They get it in the first instance they update, what they think, you know, they've done in the last year. It prepopulates their answer from last year. It comes back to us for kind of ground truth and kind of fact checking, provide any links that we know and new policies that we know about. And then that goes on to, senior management for approval. Once that approval is in the system that we know we can use, the information that's in that ticket. And then we go ahead and upload it. I mean, at some point this is gonna be a direct, you know, feed into the surveys, et cetera. But we found that it's, it's helpful in a lot of ways. The SMEs are really owning it. They know these are their tickets. They know that was their question from last year. They know, oh, here's a new question, they see it come in, they look at the deadline, it's really smooth. We don't have to chase anybody. The system, you know, pings them, "Hey, you're due up". The fascinating and next step for us is the data analysis that goes on behind the themes. So we can put any kind of internal measurements on it, a red, yellow, green light system you're doing really well on this, or, "Hey guys, we can pick up some points over here". We can see, you know, certain business lines are getting a hundred or 200 questions like holy cow, do you really need to see all those? And so we're moving into kind of second phase how we, as the CSR team, to Tjeerd's point, translate that into a much more user friendly system. And we're, you know, going offsite in December to try to see if we can't, take that diversion too. The hours it has saved us is tremendous.   Tjeerd: (22:01) I think this is also a great example of where management accountants, financial accountants can really help us, right? So we are, and I mean, Dawn has done amazing work on getting the data and, and getting the system set up. But this is actually day to day work for a lot of our colleagues within finance. They have been collecting financial data for, well, for a long time. They know how that works, but, and I get the feeling sometimes that they feel that nonfinancial data is from a totally different planet. It's not - it's coming from the same planet. It needs the same checks and balances. It can go through the same type of SAP or whatever type of system that a company is using. And it really improves the quality if it's coming through the same flow. So we've had this traditional sustainability reporting and disclosure workstream in our company and we have a separate finance workstream. And then once we do our reporting or we do these benchmarks or raters, then they come together at the final end. They need to come together before, they need to come together at the point of decision making so relevant financial and non-financial data needs to meet before boards take decisions. And this is, I mean, this is where management accountants can place such an impactful role by taking that responsibility. Not because regulations are forcing us, but because they're experts in data, and, and we are not, we are experts on sustainability. We have an idea on how to save the planet, right, but we don't have an idea on how to measure carbon in all loans or in all assets of the books. And right now that is actually what we are doing. We're coming up with carbon accounting for the financial sector and it's coming and it's working reasonably well. But whenever I talk to a management accountant, he's gonna pinpoint exactly where it's failing and that is in the data gathering, and that's why need them, and we need to work together on this.   Dawn: (24:07) And I would add to that the accounting departments, for sure, and the risk departments. They also manage an incredible - I mean, obviously I'm in an insurance company, so - but they manage an incredible wealth of data also, and our geniuses at it. So if we can present our information and the demands that we're getting in an analytical database presentation, that at some point to Tjeerd's point will like match up with theirs. That would be the ideal that it now it's the same sustainability ESG data is in the risk systems and the accounting systems.   Shari: (24:52) I'm going to add to that. We hear so much about the movement toward getting assurance on ESG reported information, but in order to move to a model that allows for assurance, we need better internal controls, better governance and oversight systems. Before we think about audit in a robust way that we know in financial reporting. So I'm going to ask my final question. And a lot of what we've been talking about is going to sound very expensive, very costly for small to medium size businesses. And in fact, as we observe the regulatory movements, so much of it is focused on public companies, public company disclosure that follows along securities, disclosure, regulations. That seems to be the parallel and where we're headed in the near future, but such a large swath of our economy is non public. And so my question to both of you is how do we make sustainable business information and management relevant and actionable by small and medium size companies that are not public? Is the driver going to come, for example, from supply chain, selling to large companies that are public, or might it come through capital raising, I'd like to hear your view on making it relevant for small and medium size companies.   Tjeerd: (26:40) No, I'm very happy to start here because for me, the-- and I don't want to underestimate this or to make this, to make light of it, because I do understand that there can be a cost involved. It is time consuming. I mean, and it is continuing all the time. So it requires some sort of continuous attention, right? So I don't want to downplay that in any way, but when does it become fun? When does it become helpful? When does it become useful? And that is, if it is providing decision useful information, that is what you're looking for. So if you're approaching this and sometimes we do as a bank, right, from a regulatory perspective, you just need to deliver, you need to comply, which is, well, it's fun for some people, but not for most. If you're approaching this from decision usefulness from actually improving your business, improving your value creation, improving your, the way that you steer your company, no matter what size it is, then it's gonna really, improve your decision making. It's gonna improve the awareness of where you are heading with your company? And that can be said for a very small company and for a very large company as well in similar ways, but that's why one framework doesn't work for all these companies. You'll need to think about it. What is the information that I need? And it can be helpful in numerous ways. It can be easier for you to attract financing. It can be cheaper for you to attract financing. It can lower your risk base. It can improve, customer satisfaction. It can improve pre engagement. It can improve the planet as a whole, if you're into that thing, but ultimately, it improves your decision, making it improves your dashboarding. That is what you want to steer your company on? And you're never just steering on financials. Nobody, I've not met a single board member that says, I just need an Excel sheet with return on equity and, and core equity tier one. And that's how I steer the entire bank. They always need more information. And then the challenge becomes which of the non-financials are actually valuable for me to measure progress and to steer this company, that's the search.   Dawn: (29:04) And from a very practical perspective, I think for a small business or private business, pick one framework or one survey instrument and say, because it's, it hits on the most material issues for your business. And then run that down for two years and see, you know, who did we have to talk to? What kind of data did we have to get that we didn't have before? And then what did it organically encourage us to set as targets? And then that's what we prove to our company is of value. We are setting targets, we're setting a strategy and these questions and this instrument, or this framework have given us the guardrails. And we believe in it because it's been road tested out in the real world by a, you know, a thousand plus, you know, issuing companies. And let's go down this road. We have faith that this instrument or this framework is valuable. So let's do it for two years and don't get scared by Dawn talking about 1200 or 1500 questions like that. Doesn't have to be your world. You know, we're a Fortune, you know, under 200. So we have a lot of eyes on us, but if you're a small business or private choose one and go for it.   Shari: (30:28) I'm just going to add to that. Our view, that what it's really about is value creation, value preservation with a bit more of a long term perspective than we see in traditional financial accounting and reporting. And that so many of the factors that lead to value creation, preservation performance are not necessarily captured. Things like employee engagement. We're watching a competition for talent and we know that the younger generations look to purpose, not just profits. They look for both, and we don't capture that information in our mainstream finance and accounting world, but we know it creates value. Customers that will go the extra mile because they love our business, that's very real to small businesses and how they survive the pandemic. Customers love them and stayed with them. Suppliers stayed with them. We're hearing all sorts of supply chain issues. Well, if you have a good relationship with your suppliers, that relationship doesn't necessarily captured in mainstream traditional accounting, but we know it's creating value. It does translate to cash flows over the long term. It does lower cost of capital management oversight, reduction of risk. And this is why we think that a sustainable business is good business. So thank you both.   Closing: (32:10) This has been Count Me In, IMA's podcast providing you with the latest perspectives of thought leaders from the accounting and finance profession. If you like what you heard, and you'd like to be counted in for more relevant accounting and finance education, visit IMA's website at www.imanet.org.

WHAT HAVE YOU TAUGHT YOUR KIDS ABOUT FINANCES? WHERE DO YOU START? On this episode we are joined by Jasper Smith aka Mr. #BuildWealth. We discuss: How to teach your children about finances Prioritizing financial success for the next generation Understanding you financial strengths and weakness and planning for growth For places to listen, places to connect on social media, to be a guest, collaborate with or sponsor DTE visit: https://linktr.ee/DisruptTheEveryday Jasper's book: https://www.amazon.com/BUILDWEALTH-Challenge-Challenges-Change-THINK/dp/0999611658/ref=sr_1_5   About Jasper Jasper has been involved in the financial services arena for over a decade, working in an array of capacities.  Jasper has held positions with Lincoln Financial Group, Bank of America/Merrill Lynch, Northwestern Mutual, Prudential and a variety of non-profit organizations that focus on promoting financial literacy to underserved communities. He is the founder of a financial empowerment initiative that is working to disrupt generational poverty, it's called The #BuildWealth Movement™ .

This episode features Liz Casals, VP of Consumer Insights at Lincoln Financial Group. Learn more about Liz's journey to infuse research and insights into an old-line, regulated company, as well as her views on agile research and what it takes to succeed in the research field. TIPM is produced by Feedback Loop, the online research platform designed for products teams. Want to sign up for a free Feedback Loop account? Click this link and start testing today: https://go.feedbackloop.com/start-free-now-tipm

In this episode, we get to hear from Ryan, a rising star in the world of Model Risk Governance about his career, how he got into risk management, and where he sees the industry going.

Recruited by the Department of Defense at 17 to build Top Secret computer programs, went on to become one of the youngest Directors at Lincoln Financial Group, standing up their Digital Project Management Office. Williams is a multiple 40 under 40 award winner, with the most recent a 2021 40 Under 40 Award from InvestmentNews. Born in Laurel, MD now splitting his time between Charlotte and Raleigh, NC. Follow Calvin in the following places! instagram.com/freemancapital linkedin.com/in/company/freemancapital twitter.com/freemancapital facebook.com/freemancapital linkedin.com/in/calvinwilliamsjr instagram.com/calvinwilliamsjr

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Lawrence Smith.   Lawrence, you are the President of ELS Vision Wealth Management. You bring a passion for helping people reach their future wealth goals and work with Employer-Sponsored Retirement Plans, small business owners, and individuals in need of expanded financial planning.    Prior to establishing your own firm in 2017, you served as a Registered Representative with JP Morgan Chase, as a Retirement Consultant with Lincoln Financial Group, and as a Financial Advisor with Lincoln Financial Advisors Corp.   Along with your BS in Business Administration you hold the Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plan Specialist (CRPS), and CERTIFIED FINANCIAL PLANNER ™ designations as well as the Series 7, 6, 63, and 66 FINRA securities licenses, along with your Life and Health Insurance licenses. You are well-equipped to assist prospective clients in a multitude of financial matters.   Welcome to the podcast!   Show Highlights:   0:00 Meet Lawrence Smith 2:49 When do firm owners hire career changers? 7:00 How do you decide when to hire a team? 10:38 What goes into a new hire? 17:54 What skills does a client facing hire need? 23:35 How to practice on yourself 26:17 What skills do non-client facing staff need? 32:39 Where do you learn these skills? 38:05 The Value of Internships in this industry 43:55 Education vs Experience vs Volunteering 50:03 Words of Wisdom   Resources:   Are you a current or aspiring financial professional?  Click here to receive my 10 Tips for jumpstarting your career. Listen to previous podcast episodes, clicking here. To receive a newsletter digest of Jumpstart community happenings, click here.   Subscribe to the podcast by clicking here. Want to collaborate? Click here. Thanks again for listening, reading, and watching!

BRN AM  | Financial Wellness: The Science Behind the Art of the Customer Experience  |  Sharon Scanlon, Senior Vice President & Head of Customer Experience & Producer Solutions for Lincoln Financial Group   | Visit www.broadcastretirementnetwork.com

Already a best employer for women, diversity and disability inclusion, Lincoln Financial Group has doubled down on its commitment to racial equity and engagement over the past year. Using a combination of employee feedback, Board and leadership-driven action items, and external partnerships, the Fortune 200 company is actively shaping and shifting its culture to deliver […]

Already a best employer for women, diversity and disability inclusion, Lincoln Financial Group has doubled down on its commitment to racial equity and engagement over the past year. Using a combination of employee feedback, Board and leadership-driven action items, and external partnerships, the Fortune 200 company is actively shaping and shifting its culture to deliver […]

Ep 34 – Advanced Exit Planning for the Family Business  We've got another great show for you! Listen as Josh Patrick & John Brown discuss advanced exit planning for the family business.  Josh and John will be focused on the following:  What is business exit planning anyway and why does it matter?  How John Brown identified exit planning as a need for family business and what's changed over the last 25 years.  Why are business owners not interested in business exit planning, but always interested in increasing business profit?  How to identify a PERMA-5 and why it's so dangerous.  This Weeks Guests:  Josh Patrick  Founder; The Sale Ready Company*   Josh calls himself a ”forever student”, an entrepreneur and a curious observer of life. Here's the roll of honor: Certified Financial Planner ®, Certified Financial Transitionist ®, a Chartered Financial Consultant ®, Chartered Life Underwriter ®, Contributor to the New York Times' ”You're the Boss” blog. Written for American Express Open, Inc.com, and Huffington Post, Forbes.com. Josh still consults with businesses he cares about, and spends as much time as he likes riding his bike, skiing and watching Grateful Dead concerts (100 and counting).  John Brown  Founder; Business Enterprise Institute*  John started his career in Exit Planning 30+ years ago as an estate-planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he wrote How to Run Your Business So You Can Leave It in Style and in 2008 wrote Cash Out Move On: Get Top Dollar—and More—Selling Your Business. With hundreds of thousands of copies sold, John is the No. 1 selling author on Exit Planning for business owners. In 2016, John released his newest book, Exit Planning: The Definitive Guide, which lays out the steps business owners must take to achieve all of their aspirations as they exit their businesses. John started BEI in 1996 for the express purpose of helping owners benefit from their lives' work by supporting business advisors who share the same vision.  CRN-3586548-051121  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.  Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.  *Not affiliated with Lincoln Financial Advisors Corp.      

The Lubbock Chamber announces a new member benefit for small businesses via the recently launched 401(k) Association Retirement Plan, in partnership with Lincoln Financial Group and Peacefield Wealth Solutions. Local business owner, Eric Sawyer, certified financial planner and owner of Peacefield Wealth Solutions will manage the Lubbock Chamber 401(k) Association Retirement Plan program and he joins our team in the studio to discuss the plan in more detail. Enrollment has begun for the Lubbock Chamber 401(k) Association Retirement Plan. Businesses interested in learning more can contact Eric Sawyer at (806) 810-4015 or esawyer@peacefieldwealth.com.

Carrie Waters-Schmidt - Equanimity Wealth Planning and Investing The world of investing is filled with noise and confusion.  There are so many ways to invest, from stocks and bonds to mutual funds to ETF's, to REIT's and onto strange things that combine all manner of groups of investments.  Spread the risk, do all you can to keep your upside is all fine and good until you realize that the markets have only gotten more volatile as more people get into the markets and more emotion goes into buying (and selling) decisions. So what is an investor to do? One option is to choose to work with a financial planner.  Carrie Waters Schmidt is the owner of Equanimity Wealth Planning and Investing.  She helps people navigate the investment waters to achieve their goals, based on their desires and their stomach for risk. As provided by the Lincoln Financial Group compliance department: My guest today is Carrie Waters-Schmidt.  She is a financial planner at Equanimity Wealth Planning and Investing in Madison Wisconsin offering comprehensive financial planning services through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Equanimity Wealth Planning and Investing is a marketing name for registered representatives of Lincoln Financial Advisors.  Opinions expressed are those of Carrie Waters-Schmidt and not necessarily those of Lincoln Financial Advisors Corp. To the extent that she may provide clients with investment advisory services, including either financial planning services or ongoing investment advice, she may act in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940. Lincoln Financial Advisors and its representatives do not provide legal or tax advice.  The content of this podcast is for informational purposes. It is not intended to be personalized or specific in nature or to be relied upon for your personal situation in any circumstance.  We encourage you to consult a legal or tax advisor prior to making tax-related investment and/or insurance decisions. Enjoy! Visit Carrie at: https://www.equanimitywealth.com/  

Hello podcast listeners, Today is a very special episode with Brian Walsh, Jr., Financial Advisor at Walsh & Nicholson Financial Group. Before this Brian, was Senior Vice President of Investments at Lincoln Financial Group. Prior to this, Brian was a Police Officer in Prince William County, Virginia. He earned his MBA in Finance and Portfolio Management from Syracuse University and earned his Bachelors from Cabrini College. In today’s episode we discuss his approach to financial planning and ESG trends. Enjoy and thanks for the listen!

https://determineourfuture.com/Determine Our Future's Facebook group page@LParkerPierce#determineourfutureMy Determine Our Future podcast has been so lucky to get wonderful guests with expertise in a variety of subjects. And my luck continues today! I'm happy to introduce Jasper Smith, who has been involved in the financial services arena for over a decade.  Jasper has held positions with Lincoln Financial Group, Bank of America/Merrill Lynch, Northwestern Mutual, and Prudential. He has also worked with a variety of non-profit organizations that focus on promoting financial literacy to underserved communities. He is a Certified Retirement Counselor or CRC. Jasper has also founded a financial empowerment initiative called The #BuildWealth Movement. With a passion for promoting financial awareness to the nation's youth and under-served communities, Jasper donates countless hours as a Board Member for the Urban Financial Services Coalition San Francisco Bay Area Chapter. He was a 4-year letterman in Baseball and graduated summa cum laude from North Carolina Agricultural & Technical State University with a Bachelors in Business Administration. He is from Durham, North Carolina. Let's jump in!Season 2 promotional info, post-roll

Episode 43 - In this episode, I had the opportunity to talk to the legend himself, Tim Seifert. Tim is the Senior Vice President, Head of Annuity Sales at Lincoln Financial Group, an esteemed and sought-after public speaker, guru in the financial services industry, expert on leadership, teacher, coach, mentor, and has been featured in many business journals and magazines including the Philadelphia Business Journal. He is known for his entertaining, genuine, and passionate way of speaking and capturing the attention of any audience. He has also scaled and conquered Mt. Kilimanjaro. The bottom line, when he speaks, people listen. Tim was kind enough to talk with me about the journey of his life and how he has achieved such great successes. He explains the art of taking safe failures, how gratitude is one of the driving forces in his life and was instilled into him by his mother, what advice he would give to his younger self, how we can all find hope in uncertain times, his 5 factors of success, leadership tips he has learned from people he has met such as David Goggins and Jesse Itzler, and much more. We even sneaked some talk in about our beloved Eagles. Whether you are an established professional, parent, student, teenager, there is something for everyone to take away from Tim's impeccable leadership skills and wisdom shared in this conversation. I hope you all enjoy this episode! See the links below to check out more information on Tim Seifert, as well as connect with! More on Tim Seifert: LinkedIn: https://www.linkedin.com/in/timjseifert/ Article Published in the Philadelphia Business Journal: https://www.bizjournals.com/philadelphia/news/2019/05/02/lincoln-financial-exec-seifert-kilimanjaro.html Connect with me: Instagram: @dominicmfusco YouTube: Dominic Fusco LinkedIn: Dominic Fusco Newsletter: https://dom-fusco.ck.page/9906579e01

With the summer coming to a close, it's time to catch up on all the latest compliance news as it relates to family and medical leave laws and regulations. In today's episode, we're joined by two of my Lincoln Financial Group colleagues. Trish Zuniga Compliance Consultant, and Annie Jantz, Senior Product Manager for State Disability and Paid Family Leave. During this episode we discuss:The on-going federal response to COVID-19PFML program updates from MA, CA, and COInsights into Company Paid LeaveCheck out the FAQ: “What You Should Know About COVID-19 and the ADA, the Rehabilitation Act, and Other EEO Laws” LCN-3314418-110320 © 2020 Lincoln National Corporation. All rights reserved.

Our country’s top CHROs get that people really matter, are building cultures that care for the human being and are finding creative ways to communicate with people, wherever they work. In this Ruch Riffs podcast, Mike Myatt, author, leadership coach and Chairman of N2Growth, talks about the organization’s new list of top 25 CHROs and what makes them exemplary. He dives into how leaders such as Lisa Buckingham, EVP and Chief People, Place and Brand for Lincoln Financial Group, are making a difference.

Lincoln Financial Group's Michael Deaton sat down with TBA's Morgan Mynatt to discuss business & life insurance in the COVID-19 world. There's lots of information covered in this episode: Current State of the Market Trends in Product Types Missed Opportunities by Advisors

In this episode, we talk about the “Disability Mindset.” A term that describes a mindset that can develop after an employee becomes ill or injured – taking them out of the workplace – where they begin focusing more on their disability rather than their ability to return to work. Joining us to talk about this topic are two Lincoln Financial Group employees. Saretha Bradley, and Melissa Michuda of Lincoln's Vocational and Clinical Operations. During this episode we discuss:What the term "disability mindset" means How open communication and education surrounding disability programs is keyThe importance of flexibility, customized solutions, and thinking outside the box when it comes to return to work solutionsResources: JAN (Job Accommodation Network)LCN-3270050-100520 © 2020 Lincoln National Corporation. All rights reserved.

Hey there, welcome back to The Motivational Intelligence Podcast. I'm Sean Johnson, and today we have a gem of an episode for you, as Dave and I sat down with Garry Spence. A quick bio of Garry: Garry Spence is Senior Vice President and Head of Client Engagement for Lincoln's Retirement Plan Services. His team is focused on boosting retirement readiness of the more than 1.5 million participants that Lincoln serves. Garry joined Lincoln Financial Group in 1992 and has served in various leadership roles over the past 27 years. He has served as a financial advisor, sales manager, and executive leader. Garry received a bachelor's degree in economics from the University of Georgia, where he also played tennis on a full scholarship - and has his FINRA Series 7, 24, 6, 63 and 65 licenses. Garry and his wife, Missy, live in Charlotte, North Carolina, and have three children and four grandchildren. In other word's, he's incredibly qualified to be a leader of the financial world, and once you listen to this interview, you're going to be glad he is. In this conversation, we talk about living a life of contribution, the resolution passed by the Georgia House of Representatives honoring his mentors (which was a first on the podcast), the job he got cutting lawns that shaped his future, and much much more. Garry is just a phenomenal human being, and one of the most genuine people you'll ever meet. So without further ado, please enjoy this conversation with Garry Spence.

In this episode, we sat down and talked to Steve Shultz about how the Lincoln Financial Group was able to quickly pivot their in-person events to successful virtual experiences. Steve shares how his team and himself had to think outside the box and take on new roles to be able to successfully navigate putting on virtual events. Tune in to hear more of Steve's story and his tips for having great virtual events!

Be an agent of changeErika Whyte explains the importance of education, awareness of bias, and conversation to inspire action. CRN 3168338-072020Read more in Erika's blog post

A certified exit planning advisor, Vincent is the founder and president of Prometis Partners. He began his career in 1989 providing wealth management services to businesses and individuals. After two decades with Lincoln Financial Group, confident in his own experience, Vincent built his own firm, Prometis Partners.  During his years as an independent succession planning advisor, Vincent has discovered his true passion for working closely with business owners on exit planning strategies. He brings his experience and enthusiasm for finding solutions to each new challenge.   Today we discuss the following questions:   Why should you consider this?   What challenges are there?   What makes a successful relationship?

With everything going on it can be difficult to keep track of the latest compliance news as it relates to family and medical leave laws and regulations. Luckily, we've got you covered. In this episode, we hear from two Lincoln Financial Group employees Kristin Hostetter, Senior Product Managers for State Disability and Paid Family Leave and Trish Zuniga Compliance Consultant as they walk us through the latest compliance updates of 2020. During this conversation we discuss:The new PFL program launch in DCChanges to the NJ TDI programThe new paid sick leave program in Colorado News from the EEOCAlso, we invite you to check out the published version of the compliance update that is referenced during the episode. It can be downloaded hereLCN-3196771-081020© 2020 Lincoln National Corporation. All rights reserved.

On this episode of The Internship Show, we speak with Victor Taiwo from Lincoln Financial Group. He is the Head of Early Talent Programs at Lincoln Financial Group. In this role he manages the enterprise talent programs for current college students and recent college graduates along with setting the development and engagement strategies. Victor earned a Bachelors of Science in Neuroscience at Muhlenberg College and is currently pursuing his master's degree in Organizational Development and Leadership with a focus in organizational psychology. He shared their commitment to early talent, how to maximize the internship experience and how invested their executives are in their program. This episode was brought to you by Scholars. Scholars matches college students and employers for internships, virtual events and entry-level jobs based on skills, experiences, and interests. Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts Listen to past episodes here! Want to be a guest on the show? Click here to contact Parker about why you should be featured on The Internship Show!

In this jam-packed Eagles Insider Podcast, head coach Doug Pederson discusses his vision for the team between now and the September 13 opener at Washington, we meet director of sports performance Ted Rath, who has had to reinvent the strength and conditioning room at the NovaCare Complex and, yes, we find out how and why the Kobe Bryant art outside the team’s locker room came to be. It’s all here on THIS Episode of the Eagles Insider Podcast, presented by Lincoln Financial Group. Listen and subscribe: https://podcasts.apple.com/us/podcast/eagles-insider-podcast/id1089196692 Like the show? Leave a review: https://podcasts.apple.com/us/podcast/eagles-insider-podcast/id1089196692 Follow @EaglesInsider on Twitter Follow theeaglesinsider on Instagram Discover more Philadelphia Eagles Podcasts: https://www.philadelphiaeagles.com/audio/

Employees are hungry to be heard during this COVID-19 crisis and Lincoln Financial Group is taking bold steps to gather feedback and act on it. In this episode, Kate Feather, Lincoln Financial Group's VP of Culture & Engagement, speaks candidly about the company’s approach to listening, responding and circling back with the company’s 11,000 employees on actions taken. Hear more about leadership's commitment to staying in sync with employees now and as the company plans for a return to the office.

This week on The Motivational Intelligence Podcast, Dave Naylor and Sean Johnson interview Ryan Hawley. Ryan Hawley is Assistant Vice President, Regional Manager at Lincoln Financial Group. In his role, he oversees distribution of Group Protection Solutions to help provide employees and their families with financial well-being and peace of mind, providing benefits when they need them the most. His team of Senior Account Executives are dedicated to customer retention and expanding Lincoln Financial Group presence with employer groups of all sizes. His mission is simple: To make a meaningful impact in the lives of others.  Show Notes 0:02- Introduction 2:32- Ryan's Childhood 5:29- Leadership By Example 7:57- Interning 11:19- Getting Buy-In 20:01- The Challenge Coin 32:26- Hand-Written Notes 34:07- Struggles With School 40:19- Making An Impact 51:35- The Integrity Award 54:39- The Right Kind Of Leading 58:12- Establishing Trust 1:00:57- Standing For Something 1:11:25- Advice To Ryan's Younger Self & Concluding Thoughts

“Anytime you’re in a career that involves consultative kind of work, influencing people, you have to understand who your audience is. In order to successfully influence them, you have to understand what pressures they may be under, what obstacles they may be up against. You need to understand, what is their agenda? It’s through understanding that, and listening, and getting to know those people both personally and professionally, that you can best tailor your message so that they can hear it.”“You may see it clear as day, but if the feedback you are getting is that the audience just isn’t there, then maybe you have to adapt your strategies to get to where you want to go. Or maybe change your direction altogether. … You want to have an idea of where you want to get to, and some tactics on how to get there, but you have to be open to the feedback, the input,the reactions of those people you need to move in that direction.”This episode of the Principled podcast is hosted by LRN’s Dr. Marsha Ershaghi Hames, who talks with Stephen Harris, senior vice president and chief ethics and compliance officer with Lincoln Financial Group. Harris shares how his unique performance background, in both theater and music, enriches his work in ethics and compliance. The two discuss the importance of partnering with middle management, tailoring messaging to the particular audience, and live role-based training strategies. Harris explains how central communications are to an E&C strategy, and how content must be distributed across various platforms, above and beyond email. What You’ll Learn on This Episode [0:53] What was his career path into ethics and compliance?[3:56] How much does he think listening is teachable or coachable? [7:03] How does he harmonize messaging through the organization, and how did he engage with the middle? [8:56] Harris shares a little bit on his approach to creating and facilitating live E&C training for senior executives? [12:44] How heavily is he involved in the communications and marketing of the programs? [14:56] What is one of the more rewarding aspects of this role? . Find this episode of Principled on Apple Podcasts, Google Podcasts, Stitcher, SoundCloud, Podyssey, or anywhere you listen to podcasts.

LFD.COM VO & Music by Lincoln Financial Group

LFD.COM VO & Music by Lincoln Financial Group

Hear from a highly recognized HR leader on what it takes to recruit and retain the right talent. Lisa Buckingham, Chief People, Place and Brand Officer at Lincoln Financial Group, discusses her forward-thinking HR approach and how to keep the 'human' aspect in Human Resources.

Vincent is the founder and president of Prometis Partners, he began his career in 1989 providing wealth management services. After two decades with Lincoln Financial Group, Vincent decided to become an independent advisor. During his years with his own firm Vincent found his true passion in working closely with business-owners on exit planning strategies and developed Prometis Partners to pursue his dream. He has successfully completed advanced education through the Exit Planning Institute, Value Builder program and Pinnacle Equity Solutions that focus their  education and training on how to best help business owners successfully transition out of their business.   Help this Guest out - Click the LinkedIn button to Share this interview with your contacts!   Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com  

On today’s show we will be talking to David Fischer, co- founder of the human flourishing mission in St. Louis, Gateway to Flourishing. David is also an executive coach and new director of Risk Management and Insurance Program at the University of Missouri Trulaske College of Business. During this episode you’ll hear:  David shares about his executive coaching practice and how he got involved with the University of Missouri and his position in the college of business He shares his role with Elevate St. Louis and it’s endeavor in the St. Louis area How the idea for Gateway to Flourishing come about and what inspired the effort  The factors that are holding St. Louis back, particularly in the North City and North County neighborhoods What is needed to grow flourishing neighborhoods in the disadvantaged areas of St. Louis Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.  RESOURCES:  Dave began his career as an accountant after obtaining his BS in Business at the University of Evansville. He later received his MBA from Indiana University’s Kelley School of Business in 1988. He then embarked on a long career specializing in investment management for insurance companies. Dave spent 16 years as an executive with and consultant to Lincoln Financial Group. And later nine years with Reinsurance Group of American, the last six as their Executive Vice President and Chief Investment Officer. His focus over the years in insurance asset/liability management has enabled him to become an expert in insurance products, risk management, and insurance company balance sheet management.  In 1983, Dave became a Certified Public Accountant (CPA) and a Chartered Financial Analyst in 1991. In 2017 he completed all but the experience requirement for the Professional Certified Coach designation with the International Coach Federation.   Dave is excited to be sharing his knowledge and experience with the students and Advisory Board as the current Director of the Trulaske College of Business Risk Management and Insurance Program at the University of Missouri Columbia.

Nicole Spinelli and Lucila Williams of Lincoln Financial Group, one of our #MobilizeWomen Summit Sponsors, share their expertise in both the financial industry and the diversity and inclusion space as champions of women's equality. With Nicole majoring in women's studies and transitioning to a career in finance, and Lucila having a background in the United States Military, the dynamic duo share their stories about their transitions in the workplace. They discuss being women in the financial industry, mentors they have had along the way, as well as The WISE Group - the multidimensional women's network within Lincoln Financial Group.

Nicole Spinelli and Lucila Williams of Lincoln Financial Group, one of our #MobilizeWomen Summit Sponsors, share their expertise in both the financial industry and the diversity and inclusion space as champions of women’s equality. With Nicole majoring in women’s studies and transitioning to a career in finance, and Lucila having a background in the United States Military, the dynamic duo share their stories about their transitions in the workplace. They discuss being women in the financial industry, mentors they have had along the way, as well as The WISE Group - the multidimensional women’s network within Lincoln Financial Group.

Steve Van Valin, CEO and founder of Culturology is an innovation expert and employee engagement strategist. He works with leaders who believe a high-performance culture is the key to unlocking a competitive advantage.As the leader of QVC’s culture and brand development strategy, Steve specialized in shaping an engaged high-performance culture that propelled QVC’s to become an E-commerce global powerhouse. Steve led the strategy to align the development of teams and employees at all levels to QVC’s Values, known collectively as The QVC Difference.Steve has more than 25 years of experience developing winning culture and innovation strategy. Some of his clients include NASA, The Philadelphia Phillies, SAP, Boeing, Lincoln Financial Group, Goodwill Industries, and The National Forest Service. He is a talented keynote speaker who sparks insights and inspires action.Learn More: www.CulturologyUSA.comTransform. Ignite. Disrupt. with Steven L. Bluehttps://businessinnovatorsradio.com/transform-ignite-disrupt/

Steve Van Valin, CEO and founder of Culturology is an innovation expert and employee engagement strategist. He works with leaders who believe a high-performance culture is the key to unlocking a competitive advantage.As the leader of QVC’s culture and brand development strategy, Steve specialized in shaping an engaged high-performance culture that propelled QVC’s to become an E-commerce global powerhouse. Steve led the strategy to align the development of teams and employees at all levels to QVC’s Values, known collectively as The QVC Difference.Steve has more than 25 years of experience developing winning culture and innovation strategy. Some of his clients include NASA, The Philadelphia Phillies, SAP, Boeing, Lincoln Financial Group, Goodwill Industries, and The National Forest Service. He is a talented keynote speaker who sparks insights and inspires action.Learn More: www.CulturologyUSA.comTransform. Ignite. Disrupt. with Steven L. Bluehttps://businessinnovatorsradio.com/transform-ignite-disrupt/

Lincoln Financial Group by New Jersey State Firefighters Mutual Benevolent Association --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Lisa Buckingham is Executive Vice President and Chief Human Resources Officer at Lincoln Financial Group with more than 30 years of experience in all aspects of human resources management. In addition to all HR practices and policies for Lincoln Financial Group Lisa is also responsible for overseeing the corporation’s brand and enterprise communications, consumer insights and corporate social responsibility activities. In October 2017, she was named HR Executive of the Year by HR Executive Magazine. She serves on a number of boards including the Eagles Charitable Foundation and she Chairs the Lincoln Foundation. Stew and Lisa talk about the changes and challenges facing today’s Human Resources leaders, the importance of active listening, counseling people out of the wrong job, and taking responsibility for your career and ensuring it fits with the rest of your life. They discuss real life examples. Find out more about innovations in HR and Lincoln Financial at www.lfg.com. See acast.com/privacy for privacy and opt-out information.

Eric Reisenwitz Senior Vice President of Group Protection Operations an Product at Lincoln Financial Group. Reisenwitz discusses findings of interesting study an shares tips to keep us on the right track financially. 2nd Guest Jennifer Weiss, MS, specializes in pediatric orthopedic surgery and sports medicine discusses the Topic, “How to Build Your Bone Bank with Diet and Exercise. 3rd guest Ayesha Curry- wife of NBA superstar Stephen Curry, mother, and cookbook author.This show is broadcast live on Tuesday's 2PM ET on W4CY Radio – (www.w4cy.com) part of Talk 4 Radio (http://www.talk4radio.com/) on the Talk 4 Media Network (http://www.talk4media.com/).

Welcome to episode 24 of the Park Street Partners’ Mobile Home Park Investors podcast, hosted by Jefferson Lilly and Brad Johnson. This is the sequel of the interview that began on episode 23 with MJ Vukovich of Bellwether Enterprise. Tune in for the remainder of Jefferson and Brad’s discussion with MJ on various options for financing a mobile home park.    Key Takeaways: [1:18] Find out what makes conduit loans so interesting. [2:40] What insurance companies look for in a borrower. [5:07] The kind of  insurance companies MJ is referring to include, All State, Nationwide, MetLife, John & Cook’s, Lincoln Financial Group, American Equities, etc. [6:31] Do mobile home park mortgages ever get placed directly with some of the CalPERS or big pensions? [7:49] What CMBS lenders look for and what might disqualify a loan, either on the property side or the borrower side? [10:07] CMBS lenders, park-owned homes and the metro area population. [14:54] Non-recourse loans, bad-boy carve-outs and what CMBS lenders look for in a borrower. [17:18] CMBS and mixed-use properties.  [22:03] Chattel financing or chattel loans for mobile homes. [27:58] MJ gives a shout out to his dad, uncle and the great people at Acentia who taught him everything he knows about mobile home parks. [30:09] MJ signs off by sharing one last story.   Mentioned in This Episode: Park Street Partners www.parkstreetpartners.com Mobile Home Park Investors www.mobilehomeparkinvestors.net Park Street Partners - Investment Opportunities Park Street Partners - Resources Mobile Home Park Investors Mobile Home Park Investors Group on LinkedIn Email your deals to: deals@parkstreetpartners.net Acentia CMBS Fannie Mae & Freddie Mac  All State Nationwide Insurance MetLife John Cook and Associates Lincoln Financial Group American Equities Clayton Bank PEP Lending

This episode of Business, Life, and Coffee is sponsored by Audible.Download your FREE 30-day trial today: http://www.audibletrial.com/blcBLC is brought to you by Jumpstart:HR, LLC - HR Outsourcing and Consulting for Small Businesses and Start-Ups: Let's build a better business, together!http://www.jumpstart-hr.comAbout Long-Term Care:Can you count on Medicare or Medicaid to cover your long-term care costs? Without proper planning, individuals can be left with few options for managing long-term care expenses. You may have heard that an estimated 70 percent of Americans 65 and older are expected to need long-term care at some point in their lives.* A new study by Lincoln Financial Group found that only a shocking 22 percent think they’ll actually need it.**Unless you’ve experienced a long-term care event for yourself or a loved one, you may not realize the impact it can have, both financially and emotionally. According to the “2014 Cost of Care Survey,” the average cost of a private room in a nursing home can be up to $97,611 a year. With such a large price tag for long-term care, consumers should be asking, “What are my choices?” Lincoln’s study found both consumers and financial advisors underestimated the actual cost of long-term care, and consumers weren’t sure they would need it at all.About National Bladder Health Month:November is National Bladder Health Month, and the Urology Care Foundation is connecting, educating and empowering individuals across the country to get the facts about bladder health conditions such as Overactive Bladder and take an active role in managing their bladder health. Many people, especially women are often too embarrassed to talk about their OAB symptoms, or assume there are no good treatment options. They think the occasional leakage that occurs from coughing or sneezing or that strong “gotta go” feeling is a normal result of having children or getting older and wait on average, nearly two years before mentioning anything to their health care provider. If they only knew, there are many treatment options available to relieve these symptoms, including simple behavior modifications, oral medical treatments, diet and exercise. About Liver Cancer Awareness Month:Liver cancer may be talked about less than other cancer types, but it is one of the deadliest cancers in the world, claiming the lives of more than 65 Americans each day, or nearly 25,000 Americans per year. This number has been slowly but steadily rising for several decades, despite progress in cancer research and the development of new treatments.  The global impact is even greater, with liver cancer accounting for more than 600,000 deaths each year. Because symptoms typically do not appear early on, diagnosis is often not made until patients have late-stage disease that is more difficult to treat. While people tend to think pink during October, it’s important that they also see green – the color of liver cancer awareness. Several common culprits – including the hepatitis B and C virus, morbid obesity and diabetes, and alcoholic cirrhosis – are directly linked to liver cancer. As these conditions reach near epidemic proportions, the incidence of liver cancer may creep up further. Currently, more than 700,000 people are diagnosed with liver cancer throughout the world every year. It’s important that people realize the need for improved education about liver cancer risk factors, and that they discuss with their doctors the importance of regular screenings to increase the chances of catching the disease in its early stages. Diagnosing liver cancer early is key, as a patient’s chance of survival nearly doubles if the disease is caught early.

Sir Alan Mooney discusses the science on Medical Marijuana helping children with Epilepsy. Dr. Sanjvi discusses Ready. Raise. Rise is a campaign designed to raise awareness of immuno-oncology research. A recent survey by the Lincoln Financial Group has found a direct link between an employee’s outlook, and the benefits they enroll in at work here to discuss this survey is Eric Reisenwitz, Senior VP of Lincoln Financial.This show is broadcast live on W4CY Radio – (www.w4cy.com) part of Talk 4 Radio (http://www.talk4radio.com/) on the Talk 4 Media Network (http://www.talk4media.com/).