Kevin Forman

Regional Sales Director - Lincoln Financial Distributors

Role
Regional Marketing Director - Moneyguard at Lincoln Financial Distributors
Location
Bellevue, WA, US
LinkedIn followers
500 followers

About Kevin Forman

Kevin Forman is the Regional Sales Director for the Lincoln MoneyGuard® Solutions team covering Alaska, Idaho and Washington. In 1972, Kevin’s family pioneered one of the first long-term care (LTC) policies in the nation and he continues his family’s legacy by educating the public about the importance of LTC planning. He has been recognized as leader in Long Term Care industry since 1997, helping financial professionals and their clients create strategies to reduce the impact of long-term care expenses in retirement. Kevin Forman has worked for Lincoln Financial since 2011 with notable achievements in his current role include Rookie of the Year 2011; President’s Award for Top Sales from 2014, 2015,2020 and 2021; Leaders’ Club awards from 2011–2022; and recognized by his peers as MVP of MoneyGuard in 2016, 2017 and 2019. In 2019, he was inducted onto Lincoln’s Wall of Fame, the highest individual honor bestowed by LFD acknowledging an individual’s “career body of work,” including exceeding sales results, mentoring peers, and contributions to the enterprise. All awards are internal Lincoln Financial Distributors recognition based on sales amounts Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial Group. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Lincoln MoneyGuard® solutions are universal life and variable universal life insurance policies with riders that accelerate the specified amount of death benefit to pay for covered long-term care expenses.

Experience

  1. Regional Marketing Director - Moneyguard

    Lincoln Financial Distributors

    Apr 2011 — Present

    Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln For LFD internal use only.Not for distribution to the public.National Corporation and its affiliates. Lincoln MoneyGuard®solutions are universal life and variable universal life insurance policies with riders that accelerate the specified amount of death benefit to pay for covered long-term care expenses.

Education

  • University of Washington

    Bachelor's degree, Speech Communication

    1993 — 1997

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Kevin Forman — Regional Marketing Director - Moneyguard at Lincoln Financial Distributors in Bellevue, WA, US | Unifers