Jason Crane

Galvanizer
DISC Type : Id

President, Retirement Plan Services at Lincoln Financial

Greater Chicago Area, United States

Overview

Jason is the President of Retirement Plan Services at Lincoln Financial, bringing over 25 years of experience in the retirement and investment markets. He specializes in building and leading elite distribution organizations to drive growth and better client outcomes. He holds a Bachelor of Arts from Miami University.

Outside of his executive role, Jason is a proponent of supporting local enterprises, demonstrating this by publicly celebrating small businesses in his community. He values collaboration and actively engages with trusted partners to gain valuable perspectives on industry trends and client needs.

He once used his professional platform to give a social media shout-out to his favorite local taco spot in Highwood, Illinois.

Personality Overview

Self-Assured

Persuader

Trusting

They like to keep things under control.  They do not mind taking risks and can make hard decisions, if necessary. They are more likely to be open to unproven but exciting technologies.

Topics They Care About

Retirement Security
Leads a business focused on empowering millions of Americans to achieve financial security, carrying forward a mission to help "more savers save more. "
Advisor Partnerships
Considers advisory councils to be critical partners, valuing their perspectives on client needs and collaborating with them on strategic growth initiatives.
In-Plan Guaranteed Income
Publicly discusses his firm's strong commitment to providing in-plan guaranteed income solutions to help savers achieve their retirement goals.

Media Appearances

Lincoln Financial Appoints Jason Crane as SVP, President of Retirement Plan Services. Featured in Lincoln Financial – Press Release

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Crane Joins Lincoln Financial to Lead Retirement Plan Services. Featured in PlanAdviser

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Work History

9-2025
President, Retirement Plan Services at Lincoln Financial
1-2024 - 9-2025
Head of Core Retirement at Ascensus
3-2018 - 1-2024
Head of Retirement Distribution at Ascensus
4-2016 - 11-2017
Executive Director, Business Development at Transamerica
8-2010 - 4-2016
EVP, Managing Director, Retirement Sales at Transamerica

Education

1994 - 1998
Bachelor of Arts from Miami University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Greater Chicago Area, United States Job Level : N/A Designation : President, Retirement Plan Services at Lincoln Financial
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Use words like ‘partner’, ‘together’, ‘impact’ etc.
  • Find ways to push them a little if they don’t start giving a clear yes or no in due course
  • Help them weigh the risks by sharing how others made similar decisions

DONT's

  • Don’t rely too much on what they promise, make your own deductions
  • Don’t be excessively objective, focus on building a story first
  • Don’t hesitate from asking questions, but take a friendly and warm approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Jason

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Jason move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Jason take some risk or not?

  • They can take risks if necessary.

You And Jason

Personality Compatibility


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