Sagemark Private Wealth Services
440 W. Front St., Suite One
Traverse City, MI 49684
231.668.4147
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Benjamin T. Seamans

Director of Planning

Phone

703.749.5024

Email Address

benjamin.seamans@lfg.com

Benjamin T. Seamans is the Director of Planning at Lincoln Financial Advisors. In this role, Benjamin serves as a national resource to work with advisors, both locally and across the country, to assist and consult with them in the creation of comprehensive financial plans (including estate, investment, business continuity, executive benefits and/or retirement).

  • Advise high-net-worth clients, with an average net worth over $5+ million dollars, on investment, estate, charitable and business succession planning design alternatives. Clients include fortune 500 executives and owners of successful closely held businesses.
  • Research estate reduction strategies for clients and work closely with their advisors on design and implementation. Strategies include: freeze transactions utilizing valuation discounts and grantor trusts, sale and tax-free exchange transactions, equity collars for concentrated positions, employee stock options, split dollar analysis and the tax implications of charitable gifting.
  • Serve on intra-company advisory boards focusing on insurance and investment sales, and the financial planning process and analysis.
  • Create financial condition models to calculate the tax effects of design strategies and coordinate those models with comprehensive financial plan presentations.
  • Review and analyzed client’s estate planning, business succession and employee benefit documentation and provide observations based on their financial goals.
  • Reviews and approves plans and asset management accounts to meet statutory requirement.
  • Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.