General Status
Lincoln Investment Planning, Inc. is an independent full-service broker/dealer serving the retirement investment needs of educators and employees of non-profit organizations since 1968. See below to contact a Lincoln Investment financial representative to assist you with your TSA retirement investment plan and to help grow your retirement assets.
Email: inquiries@lincolninvestment.com
Phone: (800) 242-1421 x5555
Web: http://www.lincolninvestment.com/about/finrep.cfm
Landing Pages
Product and Fee Information
Click the link(s) below for information on Lincoln Investment products:
Marketing Information
Investment products of Lincoln Investment are marketed using the following approaches:
Helpful Employee Resources
If available, CCC has linked the vendor's educational resources below:
Lincoln Investment 403(b) Consumer Education Page
Lincoln Investment Calculators
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Newberg Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
Newberg Plan Number
When contacting Lincoln Investment to open an account, please reference Plan Number: To Be Determined
Newberg Local Contacts
The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.
Investment Options
Lincoln Investment offers the following type(s) of investment option:
Vendor Forms and Online Submissions Links
When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Lincoln Investment to request your form.
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