Battle Card: Lincoln Financial Sales Trigger

🚀 Battle Card: Lincoln Financial

• Jason Crane, Senior Vice President and President of Retirement Plan Services · 🔗 LinkedIn

• This Lincoln Financial sales trigger marks a pivot to scale RPS growth under a veteran leader. → Source

• Need to modernize recordkeeping at scale post-exec shift

• Pressure to integrate digital client engagement and reporting

• Primary: Retirement Administration Platform → 30% faster plan setup & compliance

• Expansion: Digital Participant Experience Suite → Boost participant satisfaction by 20%

• HQ: Radnor, PA

• Employees: ≈ 13,000

• Rev: ≈ $15 B

• Website: lincolnfinancial.com

🤼 Competitive Intel

• 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

Next Step

🧠 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BOTTLENECK  = manual processes and outdated recordkeeping at scale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?