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Apprentice Program

The program is designed to acknowledge Lincoln’s culture and legacy of developing best-in-class financial professionals, while functioning as an investment in the growth and retentions of our best financial professionals. This allows us to build the next generation of financial professionals leveraging the strengths of our existing experts.

Those who qualify would be semi-experienced person producing between 0-$150,000 in revenue in the last 12 months.

The individual is placed through a number of pre-contract items that are monitored and signed off on upon successful completion. Among these are a $36,000 forgivable loan with up to 80% payout and help with developing the following to accomplish your goals and bring value to the practice you join:

  • Marketing plans 
  • Business plan 
  • Elevator pitch 
  • Phone scripts 
  • Overcoming objections
  • Personal budget

Each apprentice is matched with a senior financial professional who agrees to a number of items that greatly benefit the new planner.


  • Mentorship 
  • Access to an existing market or book of business
  • Enhanced pay out rates 
  • 8 year training program involving a coach and/or field leadership to guide you 
  • Succession plan options 
  • Joint work opportunities