Thoroughbred Financial Agency



3217 Summit Square Pl Ste 200
Lexington, KY 40509





Lincoln Financial Securities

Lincoln Financial Network

Growing Your Business- A Strategic Partner of Choice

An Independent Management Broker Dealer

  • Wealth Management
  • Risk Management
  • Case Management

Opening the Doors to Growth

  • Market Branding
    • Customized Advisor Biographies:
    • Client Brochures: virtually all LFN brochures can be personalized
    • Client E-Brochures: virtually all LFN brochures can be personalized and converted to e-versions
    • Client Seminars: 19 seminars available through Lincoln and Forefield, an outside vendor. Forefield seminars also include slides, scripts, workbook and flash presentation
    • Bylined Articles: 55 articles available on a wide variety of topics
    • Client Letters: Quarterly Investment Letter and Weekly Market Review can be personalized
    • eRelationships: Third-party prospecting system
    • Product Materials: Customized HTMLs, postcards, flyers, invitations, etc.
  • Practice Strategies
    • FP Transitions
    • Recruiting
    • Market Access Programs
      • Banks, Credit Unions
      • Property & Casualty Agencies
      • CPAs/Financial Professionals
      • Eagil Exchange
    • Planning, Education and Trips
      • PREMIER PARTNERS® Symposium
      • Planning Forum
      • LFS Summer Camp
      • Elite Escape
      • The Exchange
      • Fall Focus
      • LFN Virtual University
      • Masters Series
    • Technology
      • AdviceNext
      • Qualified Plan Advisor Portal
      • Referral Edge
      • Laser App
      • StreetScape
      • Omnisource
      • CRM choices from Redtail, Ebix and Salesforce
      • Annuity Visualizer
      • Annuity Intelligence
      • Virtual Sales Assistant
    • Staff Support
      • Summer Camp
      • Staff Training
      • Thoroughbred Financial Staff
    • Trading and Product Support
      • Advance Sales Hotline
      • Investment Sales Desk
      • Competitive Sales
      • Thoroughbred gives support with Compliance, Sales Ideas, Marketing Ideas, Case Design
      • Market Research Support
    • Regulation and Compliance
      • Thoroughbred provides a middle-office solution to your practice enabling you to focus more time on client service and client acquisition
      • Thoroughbred does the audits on the advisors and the back office work
    • The Benefits of Lincoln and Thoroughbred Together
      • Independence
      • You are an independent representative
      • You own your business
      • No one telling you what you have to sell
      • You work for YOU
      • Support
      • Local support
      • With the location of Thoroughbred, you will have access to face to face support
      • A one dial solution
    • Benefits
      • Opportunity to receive benefits 
      • 401k, pension, health insurance, disability insurance, etc. 
    • The Name Recognition of Lincoln 
    • Growth
      • Business Planning 
      • Recruiting 
      • Teaming
      • Client Acquisition Opportunities
      • More Time to Focus on Clients