Scott Leonard on Clubhouse

Bio

*Strategic Leader with a Servant Heart*

Scott is a Divisional Sales Manager with Lincoln Financial driving strategic growth across the U.S. and Puerto Rico for the Specialty Annuity Partners Channel. The team of 21 wholesalers partners at the field level helping advisors and their clients better understand and prepare for the risks associated with retirement.

Prior to this role, Scott wholesaled various channels across the broker dealer world for over 12 years. Scott has a unique back ground in working with Sudden Wealth and High Net Worth families. His training with The Money, Means, and Choices Institute has provided a foundation to help these families make sound financial decisions based on their family values. The purpose of these family meetings help them to better understand the saving, investing, giving, spending, and transferring of their wealth from one generation to the next.

Scott helps advisors better understand the challenges that Americans face as they near and transition in and through retirement. By helping advisors better understand the risks around longevity, inflation, market volatility, and a changing tax environment, they in turn can make sure their clients have a happy and satisfying retirement lifestyle.

He travels in excess of 100k miles a year and presents to nearly 25k advisors annually.

"My passion is to help clients better understand the challenges of today and to develop a plan and process for making good informed decisions when it comes to having their money last in retirement."

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates LCN-3250539-092120