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Lincoln Financial

Requirement must be satisfied before soliciting business · Source last revised Apr 3, 2025
Complete this before you take an application. Carrier training and state training both have to be on file. When they are not, cases do not just wait — they come back for new signatures, and that is a conversation with your client you can avoid.
Product Training code
Lincoln Financial Standard Products LIMRA

Access product specific training here: LincolnFinancial/Apps/LIMRA

Additional Information

What you’ll Need: SSN, NPN, CRD (if applicable)

Select Firm or Broker Dealer (If none, select ‘Other’)

For questions please contact Lincoln Financial Group sales at 877-533-0118

RegEd

Go to https://secure.reged.com/TrainingPlatform/

Sign in or Sign up for Reg Ed – right hand side of screen

Once signed in, click on the “Enter Product Code” button on the left hand side of the screen, below the checkmark button when your mouse hovers over the barcode button it will read “ENTER PRODUCT CODE”

Then enter product code: Lincoln

Training will be on homepage in the middle of screen

Take the course titled: “Lincoln Fixed and Indexed Annuity Training…”. This course will encompass all products of this type.

Once completed – SAVE A COPY OF THE TRANSCRIPT & then you can X out of screen

Lincoln Financial Market Synergy Product

Retirement Safeguard Only

Access product specific training here: https://secure.reged.com/TrainingPlatform/

Additional Information

Each product has its own specific course and product code

Courses are pushed to the RegEd platform by the carrier as part of the appointment process

Using a product code, the course can be loaded to the RegEd platform manually

For questions please contact Lincoln Financial Group sales at 877-533-0118

Questions on this requirement?

Call (919) 981-6355 or email info@GDPmail.com and we will tell you exactly what is outstanding.

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