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Sep 12, 2017 • LTCI Partners

New Tools from Lincoln to Help Prequalify and Prepare Clients

Lincoln Financial

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.

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

Planning Tips and Carrier News for Advisors

OneAmerica Financial - 2024 Caregiver Study Results

Never miss any update

New Tools from Lincoln to Help Prequalify and Prepare Clients

The 4 keys to long-term care planning success

Step 1.

Step 2.

Step 3.

Step 4.

Written by LTCI Partners

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