Planning Tips and Carrier News for Advisors 

New Application Process with MoneyGuard II

Posted by LTCI Partners | Jul 9, 2018 11:52:06 AM
E-communication from Lincoln Financial Group
For agent or broker use only. Not for use with the public.
Lincoln Masthead

Welcome to the new Lincoln MoneyGuard® II submission process.

A superior client and advisor experience is on the way.

Beginning July 9, Lincoln will give you greater control over your Lincoln MoneyGuard II application experience with an enhanced Lincoln MoneyGuard submission process.

These enhancements will provide:

  • A faster and more efficient process for you and your clients
  • A consistent client experience with shorter personal history interview
  • A more convenient, customized experience that clients expect

To prepare you for the new application process, the attached information provides what you’ll need to create the best experience for you and your clients.

Please contact your Lincoln representative with any questions or to order materials.

To view an item, click on the image. Refer to the code when ordering from your Lincoln representative.

Click here for a guide on the replacement process, effective July 9, 2018.

Not a deposit Not FDIC-insured Not guaranteed by any bank or savings association May go down in value
Not insured by any federal government agency

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including broker-dealer/ distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Affiliates are separately responsible for their own financial and contractual obligations.

Lincoln MoneyGuard® II is a universal life insurance policy with optional long-term care benefit riders. Not available in New York.


©2018 Lincoln National Corporation

Lincoln Financial Group
150 N. Radnor-Chester Road
Radnor, PA 19087


Topics: Lincoln Financial

Written by LTCI Partners

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