The Resource Group (TRG) is a Nationwide Network of Top Planners within Lincoln Financial Advisors Working Together to Drive Practice Development and Provide Industry-Leading Service to Clients
OVERLAND PARK, Kan., May 7, 2015 — Jeff Nelson, CFP®, ChFC®, financial advisor with Sagemark Consulting and registered representative of Lincoln Financial Advisors Corp. (LFA), was named Insurance Committee chair for The Resource Group’s 2015 Board of Directors during the group’s annual meeting in Las Vegas, Nev. April 28 – May 1.
The Resource Group (TRG) is an invitation-only, nationwide network of the top 200 planners within LFA. The goal of TRG is to collaborate, share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – and partner with home office executives and committee concierge support to help drive practice development among advisors and provide industry-leading service to clients.
TRG’s Board of Directors is composed of chairpersons leading various committees and subcommittees made up of TRG members and home office partners. These committees deliver ideas and actions critical to the success of LFA advisors and their business. As Insurance Committee chair, Nelson will work closely with the home office to streamline and enhance all areas of service, manufacture and operation of insurance products, while promoting the value and impact of integrating insurance products in an advisor’s practice.
Nelson, a 26-year financial services industry veteran, joined Sagemark Consulting in 1989. In his practice, Nelson specializes in helping successful individuals build and preserve wealth through comprehensive financial planning. Nelson is a member of the Estate Planning Society of Kansas City and the Financial Planning Association (FPA).
Nelson earned a bachelor of science degree in business marketing from Kansas State University in Manhattan, Kan. He holds the professional designations of Certified Financial Planner (CFP®) and Chartered Financial Counselor (ChFC®), as well as FINRA series 7 registration.
Nelson’s office is located at 10851 Mastin Street, Suite 950, Overland Park, Kan.
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC. Consisting of approximately 8,400 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families.
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015. Learn more at: www.LincolnFinancial.com. Find us on Facebook, Twitter (@lincolnfingroup), LinkedIn and YouTube. To sign up for email alerts, please visit our Newsroom at http://newsroom.lfg.com.