Vice President of Competitive Market Solutions,
Lincoln Financial Distributors
Adam Lalla is the Vice President of Competitive Market Solutions with Lincoln Financial Distributors. Adam has over 21 years of experience in the financial services industry. The first 10 years of his career was as a financial advisor in agency, bank, and independent platforms. Adam has over 11 years
in the annuity industry, which includes over 4 years as a business development specialist and nearly 8 years in competitive intelligence. Adam’s primary role in competitive intelligence is to help wholesalers and advisors better understand the competitive landscape and educate them on the value annuities can bring to consumers and advisors. Adam received his MBA from Quinnipiac University in 2017 and holds Certified Financial Planner and Chartered Life Underwriter designations.
A PowerPoint presentation on how Defined contribution retirement plans have evolved from simply a tax-deferred savings vehicle, to where they are today. As investment options and fiduciary responsibilities expanding, it will continue to be critically important to equip financial and legal professionals with the right questions to ensure they are helping participants achieve the best […]