Legacy
The LEGACY program was designed to perpetuate the financial planning culture within our network and prepare new financial professionals to succeed those leaving the industry. The program helps train, coach and transition members and select financial professionals into established practices highlighting our shared core values of Serving First, Last, and Always. Check out the video to learn more about becoming a part of LEGACY.
Lincoln Financial Network is now Osaic FA, Inc. and Osaic FS, Inc. Any reference to Lincoln Financial within these files should be disregarded.
Hall of Fame
The Resource Group Hall of Fame was established in 2022 to recognize members who have made significant contributions to the organization since its inception. Inductees are honored for their long-standing service, contributions to committees, overall outstanding results, and the heart and soul they bring.
There are two categories for honors. The first is the Advisor Class, recognizing those founding members, their years of membership, committee chair service, and serving as the chairperson of the board and Chairman's Council* for at least 10 years. The second class is the Consulting Class, recognizing members and others who have made a significant impact to TRG over their years of service.
*This award is an internal recognition determined by annual sales amounts.