Cause IQ vendor profile

Lincoln Financial Group

Lincoln Financial Group is a firm that provides insurance, investment management, third party administration, insurance agent or broker, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California and Pennsylvania (although they are present in other states as well).

Most Lincoln Financial Group clients are outpatient health care practitioners and facilities, hospitals, assisted living and continuing care retirement communities, individual and family services, elementary and secondary schools, and colleges, universities, and professional schools with revenues ranging from $19 million to $385 million.

Primary location:
Fort Wayne, IN
All locations:
Identified clients:
Avg client size:
$304 mil revenue
Median client size:
$47 mil revenue

Lincoln Financial Group client list

1Cleveland Clinic501(c)(3)Independence, OH
2Trustees of the Smith College501(c)(3)Northampton, MA
3Presbyterian Homes501(c)(3)Skokie, IL
4California Association of Realtors501(c)(6)Los Angeles, CA
5The Osborn501(c)(3)Rye, NY
6American Health Information Management Association501(c)(6)Chicago, IL
7Baylor College of Medicine (BCM)501(c)(3)Houston, TX
8Palos Health501(c)(3)Chicago, IL
9Dignity Health501(c)(3)San Francisco, CA
10St Rose Hospital501(c)(3)Hayward, CA
...and 37 more Lincoln Financial Group not-for-profit tax-exempt clients identified by Cause IQ

Lincoln Financial Group competitors

Competitors to Lincoln Financial Group in the nonprofit sector include Axa Equitable Life Insurance, Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Ascensus, Voya Retirement Ins and Annuity Company, Massachusetts Mutual Life Insurance Co., Ubs Financial Services Inc, Global Retirement Partners LLC, Aon Consulting Inc, and Valic.

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