MY NEXT PHASE
Retirement has changed. It isn't the end any longer, it's the beginning of a series of transitions and new life stages. But too many people fail at retirement because they don't take the time to understand what will really make them happy and fulfilled over this sustained period of their lives.
We believe that confidence about the future and all of its transitions comes from thoughtful non-financial planning backed by sound financial planning.
That's why we have formed a strategic alliance with My Next Phase, one of the leaders in non-financial retirement planning. Other companies may talk about the importance of life planning, but only Lincoln Financial has embraced the idea by entering into an alliance with a firm like My Next Phase. Their program — rated "A" by BusinessWeek* — adjusts to your personality, and helps you develop a deeply personal, immediately actionable plan based on the goals and activities you've identified as most meaningful, fulfilling, and realistic.
And once you find your purpose in retirement, your financial advisor can help you build a more precise financial plan to support that purpose.
Interested in learning more? If you currently work with a Lincoln advisor, ask your advisor for details. You can also explore My Next Phase on your own by clicking on the link below.
* "Are You Ready to Retire?", BusinessWeek (7/24/06)
Lincoln Financial Group® affiliates, their distributors, and their respective employees and representatives do not offer non-financial retirement planning services. The non-financial retirement planning services are offered through My Next Phase, an unaffiliated, third-party service provider.
