January 12, 2015

KEY HEADLINES

Volume 13, Issue 01

  • Lincoln MoneyGuard® II available in Hawaii
  • Updated additional reports for MoneyGuard® II
  • Customer Satisfaction Survey facilitated by LIMRA
  • In-force Policy New York Rider Mailing and Changes to New Business Procedures
  • End of Level Premium Period for Level Term Policies on
    Electronic Funds Transfer (EFT) – change in process
  • Foreign Account Tax Compliance Act – Withholding Requirement
  • Partner Solutions: Prepared for Increase in First Quarter Call Volumes
  • New Florida Surrender Form Requirement for Non-Replacement Business
  • Lincoln updates Medical Reimbursement Guidelines and Approved Medical Vendor List
  • Per Diem Limit for 2015
  • Updated Market Conduct Manual

Click below to view your copy of the Lincoln Leader:

     LincolnLifeLeader01122015 Page 1

Contact your Lincoln representative at 877-533-0114 for more information

Important disclosures:
Lincoln life insurance policies are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer.
The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.

Policies sold in New York are issued by Lincoln Life & Annuity Company of New York, Syracuse, NY,
and distributed by Lincoln Financial Distributors, Inc., a broker-dealer.

All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company.

They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer.

Products, riders and features are subject to state availability. Limitations and exclusions may apply. Check state availability. Only Registered Representatives can sell variable products.

Variable products are sold by prospectus, which contains the investment objectives, risks, and charges and expenses of the variable product and its underlying
investment options. Read carefully.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

Affiliates are separately responsible for their own financial and contractual obligations.

LCN-763903-111113  LIF-GEN-13-0002_LIF-OPS-eNL001_Z02

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

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