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Jul 9, 2018 • LTCI Partners

New Application Process with MoneyGuard II

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.

LCN-2167663-070218
LIF-MGR-18-0003_LIF-MGR-PROC-eML001_Z01

©2018 Lincoln National Corporation

LincolnFinancial.com

Lincoln Financial Group
150 N. Radnor-Chester Road
Radnor, PA 19087
877-ASK-LINCOLN
877-275-5462

 
 
 

Written by LTCI Partners

One of the greatest risks to a confident retirement is healthcare. At LTCI Partners, we provide insurance solutions to help advisors and their clients manage this risk.

Contact us

Phone: 800-245-8108

Email: sales@ltcipartners.com

Mailing Address

LTCI Partners, LLC
14546 Brook Hollow Blvd #281
San Antonio TX 78232

Office Address

500 W. Madison Street, 32nd Floor Chicago, Illinois

Useful Links

This site is designed for use of licensed financial professionals and not consumers. While we make every effort to maintain the accuracy of information provided on this site, LTCI Partners, LLC does not guarantee the accuracy of information provided on this site. All information should be verified by the licensed agent. LTCI Partners, LLC is a subsidiary of National Financial Partners Corp.

Your privacy is important to us. We have developed a Privacy Policy that covers how we collect, use, disclose, transfer, and store your information. Please take a moment to familiarize yourself with our privacy practices.