---
title: New Tools from Lincoln to Help Prequalify and Prepare Clients
description: Lincoln's new tools to help prequalify clients
---

## Planning Tips and Carrier News for Advisors

- [The Advisor's View of Long-Term Care Planning](https://www.ltcipartners.com/blog)
- [Planning Tips and Carrier News for Advisors](https://www.ltcipartners.com/carriernews)
- [Consumer Planning Blog](https://www.ltcipartners.com/planning-for-long-term-care-in-america)
- [Group LTC Benefits Blog](https://www.ltcipartners.com/group-ltc)
- [On-demand webinar library](https://www.gotostage.com/channel/ltcipartners)

- [The Advisor's View of Long-Term Care Planning](https://www.ltcipartners.com/blog)
- [Planning Tips and Carrier News for Advisors](https://www.ltcipartners.com/carriernews)
- [Consumer Planning Blog](https://www.ltcipartners.com/planning-for-long-term-care-in-america)
- [Group LTC Benefits Blog](https://www.ltcipartners.com/group-ltc)
- [On-demand webinar library](https://www.gotostage.com/channel/ltcipartners)

[Jun 29, 2026

### John Hancock in-force rate action for select states

](https://www.ltcipartners.com/carriernews/john-hancock-in-force-rate-action-for-select-states)

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Sep 12, 2017 • [LTCI Partners](https://www.ltcipartners.com/carriernews/author/ltci-partners)

## New Tools from Lincoln to Help Prequalify and Prepare Clients

- [Lincoln Financial](https://www.ltcipartners.com/carriernews/topic/lincoln-financial)

- [Tweet](https://twitter.com/share)

| ![Lincoln Masthead](https://s3.amazonaws.com/media.lfg.com/Life/LFG_Masthead.jpg) |
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| ![Product Image](https://s3.amazonaws.com/media.lfg.com/Life/MGR-LTCA-oML005_title_image.jpg) |

|     The 4 keys to long-term care planning success We’ve created a suite of comprehensive long-term care planning tools to help you uncover opportunities, shorten your sales cycle, and build your practice in just four easy steps:   Step 1. Learn about and be able to identify the appropriate LTC solutions for your clients with this guide.   identify solutions     Step 2. Find planning opportunities in your book of business with our LTC playbook.   find opportunities     Step 3. Prequalify candidates in less than a minute. Forward this video link to your clients: http://bit.ly/LincolnPre-submissionVideo   Prequalify candidates       Step 4. Once they’re prequalified, help your clients prepare for a brief telephone interview. Forward this video link to your clients: http://bit.ly/LincolnPersonalHistoryInterviewProcess CA: http://bit.ly/LincolnPersonalHistoryInterviewProcessCA     Prepare clients       Visit our online planning resource. Find everything you need to start a client conversation and begin the LTC planning process.           |
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| 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   |
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## Written by [LTCI Partners](https://www.ltcipartners.com/carriernews/author/ltci-partners)

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