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Lincoln: MoneyGuard Changes in Washington

Effective June 14, 2021, Lincoln will have the following requirement for new sales in the state of Washington for Lincoln MoneyGuard® III and Lincoln MoneyGuard Market Advantage®: ▪ For policies […]

Lincoln MoneyGuard: Updates for Issue Ages and Policy Design Availability

Lincoln MoneyGuard: Updates for Issue Ages and Policy Design AvailabilityEffective 5/10/21, Lincoln is introducing the following updates to availability for issue ages and policy designs. Policy Designs The following […]

Lincoln: Pending Case Status enhancements

Lincoln’s Underwriting & New Business team is committed to continuous improvement of our pending case processes, based on feedback from our Partners. This quarter, we’re pleased to make the following […]

Lincoln MoneyGuard: Online Personal History Interview available 11/16/20

Lincoln is committed to providing a superior customer experience as we continue to enhance our digital capabilities to deliver streamlined processes with quicker turnaround times. Earlier this year, we launched […]

COVID-19 Underwriting Stability Update

Below are the latest updates on how our carriers are currently underwriting a COVID-19 diagnosis. To the best of our knowledge, this is current as of 1/25/21. Please note that […]

Lincoln: MoneyGuard 2020 Year-End Submission and Placement Guidelines

2020 Life Insurance Year-End Submission and Placement GuidelinesIndividual Life, Executive Benefits and Lincoln MoneyGuard® Lincoln’s Underwriting & New Business department is committed to helping you meet your year-end goals. To […]

Sales Idea: Using the 50-10 Hedge Strategy

Using the 50-10 Hedge Strategy to increase LTCi Sales From Lincoln MoneyGuard: Are you looking for a way to begin the LTC conversation without giving your clients sticker shock? Hedge […]

Lincoln: Support for Policy Owners Impacted by COVID-19 (4/13/20)

We remain focused on helping our policy owners during these challenging and unpreceded times. Lincoln holds firm its commitment to be there for our customers when they need us most. […]

Lincoln: COVID-19 Temporary Underwriting Guideline Changes effective 4/13/20

The spread of the coronavirus (COVID-19) continues to affect every aspect of the way we live and work. During these unprecedented times, Lincoln is committed to proactively managing our business […]

Lincoln: Living Well Endorsement on all MoneyGuard 3 policies

Effective April 13, 2020, on newly issued Lincoln MoneyGuard® III policies: Lincoln is dedicated to improving the long-term care planning resources and support available for our policyholders and their loved […]