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Lincoln National Corp operates multiple insurance and retirement businesses. The company's operating segment includes Annuities; Retirement Plan Services; Life Insurance and Group Protection. Its products include fixed and indexed annuities, variable annuities, universal life insurance (UL), variable universal life insurance (VUL), linked-benefit UL and VUL, indexed universal life insurance (IUL), term life insurance, employer-sponsored retirement plans and services, and group life, disability, and dental.

JPMorgan Chase is a leading global financial-services firm with operations in 66 countries and nearly 323,000 employees as of September 2026. Under the JPMorgan brands, the bank holding company boasts a $5.1 trillion balance sheet and $2.78 trillion in deposits as of September 2026. The firm generates its revenue across three core operating segments: consumer and community banking, the commercial and investment bank, and asset and wealth management. It maintains the top global ranking in investment banking fees with an 8.4% market share, serves millions of consumers through its network of over 5,000 US branches, and manages nearly $7.9 trillion in client assets within its wealth and asset management franchise.