Streamline the
underwriting process with Lincoln

MoneyGuard
® solutions


Clients purchase Lincoln

MoneyGuard
solutions for their many advantages including
guaranteed benefits* and premiums that will never increase. And with
streamlined underwriting, you get quicker approval and an enhanced
customer experience.


Offer your clients these additional Lincoln

MoneyGuard
solutions advantages:


Transactional platform — reduces the number of steps
in the sales process


Presubmission underwriting tool — simple
prequalifying form speeds up application approvals


Less-invasive underwriting process — no exams,
doctor statements or lab work


Expedited phone interview — our interview
instructions help clients anticipate questions and prepare in
advance

Industry-leading underwriting teams — we’re familiar
with your business and structure to deliver the underwriting
advantages you need

Open the door to lasting client opportunities


Presubmission Underwriting Tool

Order code:

MGR-QUA2-FLI006


Personal History Interview Instructions

Order code:

MGR-PHI2-FLI001

For more information about long-term care planning solutions, call 877-533-0114.



 

 

*Guarantees are subject to the claims-paying ability of the
issuing company. Assumes all planned premiums are made.



Note:
Lincoln

MoneyGuard
® II is available in most, but not
all states. Lincoln

MoneyGuard
II is a hybrid life/long-term care product
that provides reimbursement for qualified long-term care expenses.

View state availability
.