Lincoln MoneyGuard: Welcome to the new submission process

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.
Overview flier
MGR-PROC-FLI003
Presubmission flier updated
MGR-QUA2-FLI009
For use in CA: MGR-CA-FLI058
PHI video updated
For use in CA
Presubmission video updated
Advisor FAQs
MGR-FAQ-FLI002
Advisor user guide
MGR-MGT-BRC001
PHI worksheet updated
MGR-PHI2-FLI003
For use in CA: MGR-PHIC-FLI003
For use in NY & VI: MGR-PHI2-FLI002
Click here for a guide on the replacement process, effective July 9, 2018.
Read Article in The Lincoln Leader