Enhanced partnership gives Lincoln Premier Partners access to a cloud-based assessment platform, enabling them to better serve small business owners
PHILADELPHIA CREAM, February 16, 2022 /PRNewswire/ — Following a successful three-year relationship with valuation software provider BizEquity, Lincoln Financial Network, the retail wealth management subsidiary of Lincoln Financial Group (NYSE: LNC), announces that it will expand its strategic partnership to make BizEquity the leading cloud-based assessment solution available to their Premier Partners.
of Lincoln The Premier Partners program recognizes the best advisors in the industry and bolsters their continued success with access to world-class benefits, resources, tools and services, including BizEquity’s assessment software solution.
Since 2018, Lincoln Financial Network’s nationwide footprint of independent advisors has leveraged BizEquity’s innovative assessment services and prospecting database of more than 33 million private companies to create new business opportunities and improve service, support and advice for small business owners.
BizEquity, the largest patented provider of online business valuations, distributes its cloud-based service to thousands of financial advisors across the United States. The software’s valuation reports and business insights help advisors inform business owners’ critical decisions about wealth management, financial planning, insurance needs, financing potential and more.
Amy MathisVice President of Strategic Alliance at Lincoln Financial Group said:
“BizEquity has been a tremendous value add to our advisors and the business owners they serve. We are excited to extend our relationship and include BizEquity in our Premier Partner offering. We believe in provide our advisors with best-in-class technology to enable better advice, and we are excited to continue our growth within the business owner community.”
Michael Gola Jr.Vice President of Corporate Accounts at BizEquity commented:
“lincoln has been a great partner to us for several years, and by putting our platform in the hands of more advisors, we can positively impact more outcomes for the business owners they serve. Business value is central to the advice their advisors provide, and we’re proud to play a part and support that effort.”
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our expertise in retirement, insurance and wealth protection to help them achieve their lifestyle, savings and income goals, and protect against long-term care expenses. Based at Radnor, Pennsylvania, Lincoln Financial Group is the trading name of Lincoln National Corporation (NYSE: LNC) and its subsidiaries. The company had $322 billion in book value at the end of the period September 30, 2021. Lincoln Financial Group is a committed corporate citizen and is listed in major sustainability indices, including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we have achieved perfect scores of 100% on both the Corporate Equality Index and the Disability Equality Index, and rank among Newsweek’s Most responsible companies. Learn more about: www.LincolnFinancial.com. follow us on Facebook, Twitter, LinkedInand instagram. Sign up for email alerts at http://newsroom.lfg.com.
About Lincoln Financial Network
Lincoln Financial Network is the trading name for the retail and financial planning subsidiaries of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp., both members of FINRA and SIPC. Comprised of approximately 14,000 full-service representatives, agents and financial planners across United States, Lincoln Financial Network professionals can provide financial planning and advisory services, retirement services, life insurance products, annuities, investments and trust services to high net worth individuals, business owners and to families. Lincoln Financial Group is the trading name of Lincoln National Corporation (LNC) and its subsidiaries. Find us on LinkedIn, Facebook, Twitterand YouTube.
BizEquity is a leading fintech software company created to democratize business valuation knowledge for all businesses around the world. BizEquity has created the largest cloud-based online business valuation software product and service and the largest amount of business valuation data on businesses in the market today. BizEquity’s patented platform is distributed by leading financial services companies such as TD Bank; UBS; PNC; Northwest Mutual; Fair; Goldman Sachs, and over 750 other financial services companies and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and is now able to provide support to financial services companies to better reach business owner customers to help them discover their value.
More information can be found at www.BizEquity.com.
For more information, please contact: Lincoln Financial Network
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