Lincoln Financial recently introduced 2 great tools to help illustrate the power of MoneyGuard Market Advantage® (MMA):

1. The first is our new MoneyGuard Market Advantage® Conversation Catalyst tool (click the VIEW CONTENT link below to view our Press Release). This tool demonstrates how identifying a LTC solution and funding strategy can be used to meet extended care needs — in a similar way that one might use 401(k) contributions to meet a retirement goal. This innovative tool is designed to provide a personalized, abbreviated illustration to help outline care options, identify client preferences and realize associated costs.  Advisors are seeing a ton of success using this tool to introduce the power of LTC planning to clients FIRST, and THEN sharing a more complete illustration once the concept (and costs) have been explained.

1. The second is a recent enhancement we made to Winflex which allows users the ability to make specific allocations to the various subaccounts available within MMA.  Using this historical reporting functionality, you can showcase the power of the solution against actual historical market conditions over time vs. projected linear return estimations.