Lincoln MoneyGuard: Online scheduling enhances the submission process

We’re excited to offer online scheduling for the Personal History Interview. The scheduling tool can be used by clients or advisors, and makes it easier to arrange the interview at a time that’s convenient for the client. The addition of eFeatures, such as online scheduling, is part of Lincoln’s continuous effort to create the best overall application experience for you and your clients.

Learn more in Lincoln Leader               

View additional online scheduling materials:

User Guide

Advisor FAQ

Demo

 

REMINDER:
Take advantage of policy eDelivery for even faster turnaround.