The (Un)Spoken Plan

47% of Americans surveyed admit they struggle to have financial conversations with loved ones.

That’s why Lincoln is launching The (Un)Spoken Plan. We want to lower this unsettling number and get people talking. Because we believe that the more people talk, the better they can plan, protect and retire.


To get real families talking finances, we took over a restaurant and gave them only one way to pay - by having a meaningful financial discussion with one another. Here’s what happened.

The (Un)spoken Plan - a financial conversation starter kit

Let us help you guide the conversation

91% said having a conversation about financial planning helped them feel more secure about their plans.1  

We know that starting a financial conversation can be difficult. So we put together a guide to help you have a more productive discussion when you’re ready to talk with your loved ones. 

Download now



Want to feel more confident about having important financial conversations?

Use our convenient resources to make your discussion even more effective.



Keep the conversation going

Lincoln has tools and experts to take your conversation to the next level and plan out your next steps.

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1 2019 online survey of 1,380 US consumers 18+ by Toluna research in partnership with FCB New York and Lincoln Financial Group. To request the research, call 844-752-2344.