CONNECT

Address:

3217 Summit Square Pl Ste 200
Lexington, KY 40509-2642

Phone:

859-254-6406

Fax/Other:

859-254-6678

Benefit Contract

At Thoroughbred Financial Agency, we believe the financial professional is the greatest asset to any organization.

Thoroughbred Financial Agency has partnered with Lincoln Financial Group to provide you generous benefit options and the independence to decide what you need. We empower you to build a stronger, more productive practice – ultimately allowing you to provide a more comprehensive and satisfying experience to your clients!

Choose from the following array of options to determine the package that best suits your need!

  • Basic & Supplemental Group Life & AD&D
  • Spouse & Child Life Insurance
  • Long Term Disability
  • Medical and Prescription Drug Coverage
  • Consumer Driven Health Plan/HSA
  • Dental Coverage
  • Vision Insurance
  • Health Flexible Spending Account
  • Employee Assistance Program
  • Health Advocate Services
  • Agents' Savings & Profit Sharing Plan 401(k)
  • Money Purchase Retirement Plan (qualified plan)
  • Top Earners Plan (non-qualified plan)
  • Lincoln Agents' Deferred Compensation Plan*
  • Discounted E&O Plan*

Thoroughbred Financial Agency offers access to a full spectrum of opportunities and platforms for financial services professionals to build their business.

*Available to both Affiliated and Independent Producers

For financial professional use only. Not for use with the public.


Estimate of Annual Company Contributions

Plus – Contributions pre-tax for Supplemental Life, Vision, Dental and Health FSA.
Taxes are deferred on contributions to the Deferred Compensation Plan.
*Please refer to specific slide to determine eligible earnings.
**Assumes Agent & Family Option is chosen under CDHP with $1,000 annual company seed to HSA.
***Based on Net PAP Requirements, not earnings. Example assumes annual PAP in excess of $540,000.

Lincoln Financial Group has a history of financial strength and consistently receives enviable ratings from the industry's most recognized independent ratings agencies. Detailed ratings information is available on www.LincolnFinancialNetwork.com. Estimate of Annual Company Contributions


W. Al Wilson, CLU, ChFC
Agency Manager
3217 Summit Sq. Place,
Suite 200
Lexington, KY 40509
859 254-6406 x104

Dean Rase, CRPC
Executive Vice-President
3217 Summit Sq. Place,
Suite 200
Lexington, KY 40509
859 254-6406 x126

Ronnie L. Holmes, Jr., CRPC
Managing Vice-President
7426 U.S. Highway 42,
Suite 202
Florence, KY 41042 
859 795-4364

Bryce Cooper
Office Facilitator
3217 Summit Sq. Place,
Suite 200
Lexington, KY 40509
859 254-6406 x111


Lincoln Financial Group

©2012 Lincoln National Corporation

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Thoroughbred Financial Agency is not an affiliate of Lincoln National Corporation. For financial professional use only. Not for use with the public.

National Insurance Producer Registry / nipr.com

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck