Product Spotlight: LSB+

posted 6/26/2015 in Investments

When someone asks, “How is your health?” you can usually give a pretty definitive answer. Your knee aches, your back is a little stiff and so on. But what if someone asked you, “How’s your financial health?” What would your answer be? Would you know what to say?

At Lincoln Savings Bank, we believe everyone should know where they stand financially. That is why we offer a Financial Health Check as part of our LSB+ program that asks questions such as:

  • What would you do if you could no longer work?

  • Do you have any interest in contributing to charitable organizations?

  • What financial goals do you have for your future?

The Financial Health Check questions give us a better idea of your current financial situation. They can help us determine if a conversation is in your best interest, or if you are on the right track. If you do wish to have further engagement with us in the LSB+ program, here is what you can expect:

  1. Assess- this is when you will meet with an LSB+ Coordinator and complete the questions within the Financial Health Check.

  2. Review- our financial professionals look over current financial documents, wills and other paperwork to get better insight into your financial situation.

  3. Plan- after taking stock of your current financial situation, LSB’s financial professionals will work with you to identify goals, what you need to reach them and any obstacles that could show up along the way.

  4. Achieve- we help get you on your way to your goals by connecting you to the right professionals within the bank so have the products, services and resources you need for success.

We all have a pretty good idea of where we want to be when it comes to our finances. With a little help from a Financial Health Check and the LSB+ program, you can give yourself a better chance of making your dreams become a reality.

To learn more about LSB+ visit http://www.mylsb.com/lsb-plus or come by any Lincoln Savings Bank location today.

Lincoln Savings Bank, Member FDIC

Blog and News
BrokerCheck