Firm Specialists

As the Insurance Planning Director with Baystate Financial, Lincoln Erhard specializes in delivering advanced insurance strategies that support financial professionals and their clients. With over two decades of experience and a deep technical understanding of multi-carrier platforms, Lincoln understands insurance products are only as good as the planning they support.  To this extent Lincoln takes pride in working with advisors to design transparent, customized solutions for their client’s estate plan, business succession, executive benefits, and personal protection needs. His expertise spans a wide variety of tax-efficient wealth transfer strategies involving insurance products, making him a reliable resource for firms and advisors seeking to strengthen client relationships and drive growth.

He resides in Marblehead, MA, actively engaged in the greater Boston and Northshore community.