Battle Card: Lincoln Financial Sales Trigger
Jason Crane named SVP, President of RPS. Pivot to scale under new leader. Pitch a 30% faster Retirement Admin Platform & Digital Participant Suite. Close next touch for commission wins.
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🚀 Battle Card: Lincoln Financial
Quick trigger:
👤 Decision Maker in the News
- Jason Crane, Senior Vice President and President of Retirement Plan Services · 🔗 LinkedIn
💡 Why It Matters
- This Lincoln Financial sales trigger marks a pivot to scale RPS growth under a veteran leader. → Source
🎯 Core Pain Point
- Need to modernize recordkeeping at scale post-exec shift
- Pressure to integrate digital client engagement and reporting
💰 What to Pitch
- Primary: Retirement Administration Platform → 30% faster plan setup & compliance
- Expansion: Digital Participant Experience Suite → Boost participant satisfaction by 20%
🗺️ Quick Context
- HQ: Radnor, PA
- Employees: ≈ 13,000
- Rev: ≈ $15 B
- Website: lincolnfinancial.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Lincoln Financial’s business.*
- ADP — Retirement Plan Admin
- Unique edge: Enterprise payroll & benefits integration
- Evaluated by Jason’s Ops & Finance peers for end-to-end workflow
- Paychex — Recordkeeping & COBRA
- Unique edge: SMB-friendly pricing tier
- Evaluated by VP Finance for cost predictability
- Fidelity — Full-Service Retirement Solutions
- Unique edge: Deep investment product suite
- Evaluated by Head of Benefits for participant offerings
- Vanguard — Index & Low-Cost Plans
- Unique edge: Industry-leading low fees
- Evaluated by CFO for expense ratios
- Mercer — Consulting & Compliance
- Unique edge: Regulatory expertise & benchmarking
- Evaluated by Corporate Legal & HR for risk mitigation
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Generate email + DM with the Lincoln Financial sales trigger Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑<1-line value>❑
PROOF_METRIC = ❑<metric>❑
CTA_STYLE = ❑quick_call | case_study❑
TONE = ❑friendly | punchy❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Jason
COMPANY = Lincoln Financial
DEPT = Retirement Plan Services
SIZE = ≈ 25
BOTTLENECK = manual processes and outdated recordkeeping at scale
EVENT = leadership change
DETAIL = Jason Crane appointed as SVP, President of Retirement Plan Services
PAIN = Need to modernize recordkeeping at scale post-exec shift
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250904437391&div=41152219
SIM_CO = Ascensus
WIN_METRIC = 30% faster plan setup & compliance
NEXT_SIZE = ≈ 50
EMP_EST = ≈ 13,000
REV_EST = ≈ $15B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 25-person Retirement Plan Services
Jason—noticed your Retirement Plan Services team is ≈ 25.
That’s when manual processes and outdated recordkeeping at scale slows growth.
We helped Ascensus fix this with Retirement Administration Platform.
Result: 30% faster plan setup & compliance.
Quick call?
PS—next bottleneck hits ≈ 50.
DM ≤45 words, TONE:
Saw your post about Jason Crane appointed as SVP, President of Retirement Plan Services — Need to modernize recordkeeping at scale post-exec shift.
Retirement Administration Platform. 30% faster plan setup & compliance.
Quick chat?