RDK Advisors
19230 Stone Oak Parkway
San Antonio, TX 78258
210.402.0039 x.12
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Premier Partner Program

RDK Advisors partners with Lincoln Financial Group to offer the Premier Partners Program.

The PREMIER PARTNERS program recognizes the best of our best – our top producers and managers. The benefits and recognition Partners receive are our thanks for entrusting us with so much of the Partners' business, and represent our promise to provide the tools, support and service to be the "partner of choice."

Qualification:

  • Platinum Plus - $1,500,000
  • Platinum - $760,000
  • Gold - $380,000
  • Silver - $190,000
  • Bronze - $120,000
  • Sustaining – increased awards
  • Pinnacle – increased awards

Benefits:

  • Corporate Discount Program: Lincoln Financial has negotiated corporate discounts with various vendors. Discounted items include wireless phone service, clothing, shipping rates and more. Corporate discounts are third-party programs with the suppliers. Therefore, terms and availability are subject to change at any time and without prior notification.
     
  • Deferred Compensation Program: Partners can defer (based on their membership level) a greater percentage of their commission income from the sale of certain proprietary products and/or LFS gross dealer concessions as part of their personal retirement program. Partners may defer Federal and most State income and self-employment taxes on all contributions and related earnings to their account until they receive benefits.

    Pinnacle members who aren't current partners may also participate up to a maximum deferral limit of 80%. A third-party vendor provides the Deferred Compensation Program, and the company reserves the right to amend or terminate the plan at any time.
     
  • Producer Image Builder Funds: Image Builder Funds provide reimbursement to assist partners with business expenses. Amounts are based on PREMIER PARTNERS® membership level. Image Builder reimbursements will be included in the partner's current year income for tax purposes.

    First-time qualifying partners at the Bronze or Silver levels aren't eligible for this benefit. All Image Builder reimbursement requests must be submitted by December 1 of each program year.
     
  • Stock Options: Lincoln National Corporation stock options are awarded to 2017 Gold, Platinum and Platinum Plus Partners and Silver level Partners who have qualified as a Partner at least once before. Options are generally vested over a two-year period based on a partner requalifying for the program at the Silver level or higher.

    PREMIER PARTNERS® stock options are classified as non-cash benefits by FINRA. Business written in New York cannot count toward qualification for stock options. Granting of the annual Stock Option Program is based on the previous year's sales and operating results of Lincoln Financial Group, and subject to approval by the Compensation Committee of the Lincoln National Corporation Board of Directors or the Committee's delegate. The company always reserves the right to amend, terminate or suspend the Stock Option Program at any time with respect to new grants and at its exclusive discretion. Excludes first-time qualifying Silver Partners.