MoneyGuard® Solutions Resource Library

Featured

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MMA Interactive Client Guide

> LFG.com/MMA

MMA Interactive Client Guide

MMA Client Guide

MG-MMA-BLV001

MMA Client Guide

MMA Investment Guide

MG-INVST-BRC001

MMA Investment Guide

10 Reasons Why LTC Social Media Campaign In Box

MG-SOC-FLI002

10 Reasons Why LTC Social Media Campaign In Box

Featured - 10 Reasons Why LTC Client Infographic

MGR-CONV-FLI006

10 Reasons Why LTC Client Infographic

Featured - LTC Client Conversation Workbook

MGR-CONV-FLI005

LTC Client Conversation Workbook

Featured - 4 LTC Misconceptions Client Fact Sheet

MGR-CONV-FLI007

4 LTC Misconceptions Client Fact Sheet

Featured - Client Caregiving Infographic - What’s Motivating Americans to Discuss Caregiving Plans with Their Families?

MGR-CARE-APH003

Client Caregiving Infographic — What’s Motivating Americans to Discuss Caregiving Plans with Their Families?

Most Popular

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MMA Interactive Client Guide

> LFG.com/MMA

MMA Interactive Client Guide

MMA Agency Toolkit

> LFG.com/MMAToolkit

MMA Agency Toolkit

MoneyGuard III Expanded Client Guide (ICC)

MG-ICC-BRC004

MoneyGuard III Expanded Client Guide (ICC)

For use in all states except: AZ, CA, CT, DC, DE, FL, IN, MT, ND, NJ, NY, SD, & VI.

MoneyGuard III Expanded Client Guide (Non-ICC)

MG-CLT2-BRC004

MoneyGuard III Expanded Client Guide (Non-ICC)

For use in: AZ, CT, DC, DE, FL, IN, MT, ND, NJ, SD, & VI.

Presubmission Tool

MG-QUA2-FLI001

Presubmission Tool

Lincoln Concierge Care Coordination Client Guide

MG-LCCC-BLV001

Lincoln Concierge Care Coordination Client Guide

MoneyGuard Market AdvantageSM — Client Materials

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MMA Interactive Client Guide

LFG.com/MMA

MMA Interactive Client Guide

MMA Client Guide

MG-MMA-BLV001

MMA Client Guide

MMA Investment Guide

MG-INVST-BRC001

MMA Investment Guide

MMA Client Seminar

MG-MGMA-PPT001

MMA Client Seminar

MMA Client Fact Sheet

MG-FACT-FST004

MMA Client Fact Sheet


MoneyGuard Market AdvantageSM — Financial Professional Materials

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MMA Financial Professional Guide

MG-MMA-BLV003

MMA Financial Professional Guide

MMA Financial Professional Presentation

MG-MGMA-PPT002

MMA Financial Professional Presentation

MMA Case Study - High Net Worth

MG-MMA-FLI003

MMA Case Study — High Net Worth

MMA Case Study - Mass Affluent

MG-MMA-FLI006

MMA Case Study — Mass Affluent

MMA Case Study - Young Professional

MG-MMA-FLI005

MMA Case Study — Young Professional

MMA Case Study - High Income Earners

MG-MMA-FLI004

MMA Case Study — High Income Earners


MoneyGuard III — Client Materials

ICC Materials

For use in all states except AZ, CA, CT, DC, DE, FL, IN, MT, ND, NJ, NY, SD, & VI.

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Expanded Client Client Guide

MG-ICC-BRC004

Expanded Client Guide

Client Product Guide (ICC)

MG-ICC-BRC001

Client Product Guide (ICC)

Client Product Flier (ICC)

MG-ICC-BRC002

Client Product Flier (ICC)

Client Seminar (ICC)

MG-ICC-PPT002

Client Seminar (ICC)

Client Fact Sheet (ICC)

MG-FACT-FST001

Client Fact Sheet (ICC)

Client Single Pay Case Study (ICC)

MG-ICC-FLI001

Single Pay Case Study (ICC)

Client Flex Pay Case Study (ICC)

MG-ICC-FLI003

Flex Pay Case Study (ICC)

Non-ICC Materials

For use in AZ, CT, DC, DE, FL, IN, MT, ND, NJ, SD, & VI.

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Expanded Client Guide (Non-ICC)

MG-CLT2-BRC004

Expanded Client Guide (Non-ICC)

Client Product Guide (Non-ICC)

MG-CLT2-BRC001

Client Product Guide (Non-ICC)

Client Product Flier (Non-ICC)

MG-CLT2-BRC002

Client Product Flier (Non-ICC)

Client Seminar (Non-ICC)

MG-CLT2-PPT002

Client Seminar (Non-ICC)

Client Fact Sheet (Non-ICC)

MG-FACT-FST002

Client Fact Sheet (Non-ICC)

Client Single Pay Case Study (Non-ICC)

MG-CLT2-FLI001

Single Pay Case Study (Non-ICC)

Client Flex Pay Case Study (Non-ICC)

MG-CLT2-FLI003

Flex Pay Case Study (Non-ICC)

MoneyGuard III — Financial Professional Materials

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Fundamentals of LTC

MGR-FUND-FLI002

Fundamentals of LTC

Financial Professional Guide

MG-ADV-BRC001

Financial Professional Guide

Flex-pay Ideas That Sell

MG-FLEX-PPT001

Flex-pay Ideas That Sell

Welcome to MoneyGuard Flier

MG-WEL-FLI001

Welcome to MoneyGuard Flier

Quadrant Flier

MG-QUAD-FLI001

Quadrant Flier

MoneyGuard II (NY) — Client Materials

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MGII (NY) Client Guide

MG-NY-BRC005

Client Guide

MGII (NY) Client Flier

MG-NY-BRC002

Client Flier

MGII (NY) Fact Sheet

MG-NY-FST001

Fact Sheet

MGII (NY) Single Pay Case Study

MG-NY-FLI001

Single Pay Case Study

MGII (NY) Flex Pay Case Study

MG-NY-FLI002

Flex Pay Case Study

MGII (NY) Client Seminar

MG-NY-PPT001

Client Seminar

MoneyGuard II (NY) – Financial Professional Materials

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MGII (NY) Fundamentals of LTC

MGR-FUND-FLI002

Fundamentals of LTC

MGII (NY) Financial Professional Seminar

MG-NY-PPT002

Financial Professional Seminar

MGII (NY) Why MG? - Flier

MG-NY-FLI003

Why MG? — Flier

MGII (NY) Flex-pay Ideas That Sell

MG-FLEX-PPT003

NY Flex-pay Ideas That Sell


MoneyGuard II 2020 (CA only) — Client Materials

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Client Flier

MG-CA-BRC004

Client Flier

Client Product Guide

MG-CA-BRC003

Client Product Guide

Flex Pay Case Study

MG-CA-FLI006

Flex Pay Case Study

Single Pay Case Study

MG-CA-FLI007

Single Pay Case Study

Client Seminar

MG-CA-PPT001

Client Seminar

MoneyGuard II 2020 (CA only) — Financial Professional Materials

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Fundamentals of LTC

MGR-FUND-FLI002

Fundamentals of LTC

Financial Professional Guide

MGR-ADV2-BRC006

Financial Professional Guide

Financial Professional Presentation

MGR-ADV2-PPT007

Financial Professional Presentation

Flex-pay Ideas That Sell

MG-FLEX-PPT002

Flex-pay Ideas That Sell

Sales Tools

Premier Marketing Tools

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Care Planning Compass Flier

MG-COMP-FLI001

Care Planning Compass Flier

Care Planning Compass Presentation

MG-COMP-PPT001

Care Planning Compass Presentation

Conversation Starters

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LTC Spectrum Flier

MGR-SPEC-FLI001

LTC Spectrum Flier

Client Profiles

MG-FIN-FLI001

Client Profiles

LTC Planning for Couples

MGR-PLAN-FLI001

LTC Planning for Couples

Client Fundamentals of LTC

MGR-FUND-FLI001

Client Fundamentals of LTC

Asset Identifier

MGR-AA-FLI001

Asset Identifier

Disciplined Care-funding Approach with Flex-pay

MG-DCAFP-FLI001

Disciplined Care-funding Approach with Flex-pay

Client Prospecting Letter ICC

MGR-ICC-LTR001

Client Prospecting Letter ICC

Client Prospecting Letter Non-ICC

MGR-CLT2-LTR001

Client Prospecting Letter Non-ICC

30 Facts About LTC

MGR-30-FLI002

30 Facts About LTC

10 Reasons Why LTC Client Infographic

MGR-CONV-FLI006

10 Reasons Why LTC Client Infographic

10 reasons why you should talk about LTC - Financial Professional

MGR-CONV-FLI008

10 reasons why you should talk about LTC — Financial Professional

4 LTC Misconceptions Client Fact Sheet

MGR-CONV-FLI007

4 LTC Misconceptions Client Fact Sheet

LTC Client Conversation Workbook

MGR-CONV-FLI005

LTC Client Conversation Workbook

Long-term Care Conversation Starters

MGR-CONV-FLI013

Long-term Care Conversation Starters

LTC Conversation - Client Digital White Paper (ICC)

MGR-CONV-WPR001

LTC Conversation — Client Digital White Paper (ICC)

LTC Conversation - Client Digital White Paper (Non-ICC)

MGR-CONV-WPR002

LTC Conversation — Client Digital White Paper (Non-ICC)

Sequence of Returns in LTC Planning

MG-SORMG-BLV001

Sequence of Returns in LTC Planning

Why MoneyGuard?

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Why MoneyGuard III? Flier

MG-WHY-FLI002

Why MoneyGuard III?

Why Hybrids? - MoneyGuard III Flier

MG-HYB-FLI001

Why Hybrids? — MoneyGuard III

Why Reimbursements? Flier

MGR-WHY-FLI003

Why Reimbursements?

Life Annuity Specialist - Hybrid Article Reprint

MGR-PLAN-ARC002

Life Annuity Specialist — Hybrid Article Reprint

Lincoln Dominates Hybrids LTC - Article Reprint

MGR-LAS-ARC001

Lincoln Dominates Hybrids LTC — Article Reprint

Hybrid LTC Gaining Popularity - IRI Financial Professional Article Reprint

MGR-HYBRID-ARC001

Hybrid LTC Gaining Popularity — IRI Financial Professional Article Reprint

30th Anniversary Financial Professional Article

MGR-30-ARC001

30th Anniversary Financial Professional Article

Cost of Care

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What Care Costs website

> Visit Our Cost of Care Website

Enter Sponsor code: Lincoln

2020 Cost of Care Infographic

MGR-COST-INF001

2020 Cost of Care Infographic

Planning for LTC

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Family LTC Conversation - Fact Sheet (ICC)

MGR-PLAN-FLI003

Family LTC Conversation — Fact Sheet (ICC)

Family LTC Conversation - Fact Sheet (Non-ICC)

MGR-PLAN-FLI004

Family LTC Conversation — Fact Sheet (Non-ICC)

Planning for LTC as a Family - White Paper (ICC)

MGR-PLAN-WPR001

Planning for LTC as a Family — White Paper (ICC)

Planning for LTC as a Family - White Paper (Non-ICC)

MGR-PLAN-WPR002

Planning for LTC as a Family — White Paper (Non-ICC)

A Short Story About LTC - Digital Experience (ICC)

LFG.com/LTCExperience

A Short Story About LTC — Digital Experience (ICC)

A Short Story About LTC - Digital Experience (Non-ICC)

LFG.com/ExperienceLTC

A Short Story About LTC — Digital Experience (Non-ICC)

Women & LTC

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Caregiving Women Infographic - Client

MGR-CARE-FLI005

Caregiving Women Infographic — Client

Women & LTC Conversation Starters

MGR-WI-FLI002

Women & LTC Conversation Starters

It's Time to Talk: Women & Caregiving LTC Infographic

LFG.com/WLTC

It's Time to Talk: Women & Caregiving LTC Infographic

Social Media Campaigns & Email Drip Campaigns

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Campaigns - More Than a Funding Solution T1 2020

MG-MORE-FLI001

More Than a Funding Solution T1 2020

Campaigns - Social Media Campaign In Box

MG-SOC-FLI001

Social Media Campaign In Box

Campaigns - Planning for LTC Program Overview

MG-T3-FLI001

Planning for LTC Program Overview

Campaigns - 10 Reasons Why LTC Social Media Campaign In Box

MG-SOC-FLI002

10 Reasons Why LTC Social Media Campaign In Box

PreQualification and Process Tools

E-Interview Resources

Client Materials

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MMA PHI Client Preparation Guide – Phone

MG-PHI-FLI002

MMA PHI Client Preparation Guide – Phone

MMA Presubmission Tool

MG-QUAL-FLI001

MMA Presubmission Tool

Presubmission Underwriting Tool - National

MG-QUA2-FLI001

Presubmission Underwriting Tool — National

CA Personal History Interview (PHI)

MGR-PHIC-FLI003

CA Personal History Interview (PHI)

Personal History Interview (PHI) Worksheet - All states except CA

MG-PHI2-FLI002

Personal History Interview (PHI) Worksheet — All states except CA

Financial Professional Materials

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Ownership FAQ

MG-FAQ-FLI003

Ownership FAQ

MG iGO eApp Flier

MG-IGO-FLI001

MG iGO eApp Flier

MG iGO eApp Presentation

MG-EAPP-PPT001

MG iGO eApp Presentation

Underwriting at a Glance

MG-ADV2-BRC001

Underwriting at a Glance

Lincoln MoneyGuard II Submission Process

MGR-MGTE-BRC001

Lincoln MoneyGuard II Submission Process

Best Practices for In-Good-Order Submissions

MGR-UWNB-FLI001

Best Practices for In-Good-Order Submissions

MGII NY Process Agent Guide

MG-NY-FLI004

MGII NY Process Agent Guide

MGII NY Process Overview Guide

MG-NY-BRC004

MGII NY Process Overview Guide

MGII NY Process FAQ

MG-FAQ-FLI002

MGII NY Process FAQ

Concierge Care & Claims

Facts and Resources

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MG III Concierge Care Client Guide

MG-LCCC-BLV001

MG III Concierge Care Client Guide

Welcome to MoneyGuard Flier

MGR-CLT-FLI003

Welcome to MoneyGuard Flier

MoneyGuard Client Claims Flier

MGR-LTC-FLI002

MoneyGuard Client Claims Flier

MoneyGuard Claims Fact Sheet

MG-FACT-FLI001

MoneyGuard Claims Fact Sheet

Alzheimer's Materials

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Alzheimer's Client Infographic Story

MGR-ALZ-FLI010

Alzheimer's Client Infographic Story

Caregiving

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Client Caregiving Infographic - What’s Motivating Americans to Discuss Caregiving Plans with Their Families?

MGR-CARE-APH003

Client Caregiving Infographic — What’s Motivating Americans to Discuss Caregiving Plans with Their Families?

Caregiving Financial Professional Article

MGR-CARE-ARC005

Caregiving Financial Professional Article

Caregiving Women Infographic - Client

MGR-CARE-FLI005

Caregiving Women Infographic — Client

Caregiving - Client White Paper (National Version)

MGR-CARE-WPR001

Caregiving — Client White Paper (National Version)

Caregiving - Financial Professional White Paper

MGR-CARE-WPR002

Caregiving — Financial Professional White Paper

Web Experiences

MMA Agency Toolkit

> LFG.com/MMAToolkit

MMA Agency Toolkit

What Care Costs

> What Care Costs

Enter Sponsor code: Lincoln

Web Experiences - LTC Digital Experience (ICC)

> LTC Digital Experience (ICC)


For use in all states except: AZ, CA, CT, DC, DE, FL, IN, MT, ND, NJ, NY, SD, & VI.

LTC Digital Experience (Non-ICC)

> LTC Digital Experience (Non-ICC)


For use in: AZ, CT, DC, DE, FL, IN, MT, ND, NJ, NY, SD, & VI.

Videos

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MoneyGuard III Journey Video (not for use in CA or NY)

Watch the Video

MoneyGuard III Journey Video (not for use in CA or NY)

MoneyGuard iGO eApp Video

Watch the Video

MoneyGuard iGO eApp Video

MoneyGuard Presubmission Video

Watch the Video

Presubmission Video

MoneyGuard PHI Video (CA Only)

Watch the Video

PHI video (CA Only)

Welcome To MoneyGuard Video

Watch the Video

Welcome To MoneyGuard Video

More Than Just a Nursing Home

Watch the Video

More Than Just a Nursing Home

Client Presentations

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MoneyGuard III - Planning as a Family Client Seminar (ICC)

MG-PLAN-PPT001

MoneyGuard III — Planning as a Family Client Seminar (ICC)

MoneyGuard III - Planning as a Family Client Seminar (Non-ICC)

MG-PLAN-PPT002

MoneyGuard III — Planning as a Family Client Seminar (Non-ICC)

Women & LTC Client Seminar

MGR-WI-PPT003

Women & LTC Client Seminar

Presentations

Financial Professional Presentations

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LTC Claims Presentation

MGR-CLAI-PPT001

LTC Claims Presentation

Women & LTC Financial Professional Seminar

MGR-WI-PPT001

Women & LTC Financial Professional Seminar

CONTACT YOUR REPRESENTATIVE FOR MORE INFORMATION AND RESOURCES.

Not a deposit
Not FDIC-insured
May go down in value
Not insured by any federal government agency
Not guaranteed by any bank or savings association

©2021 Lincoln National Corporation

LincolnFinancial.com

LCN-2660206-072919
Order code: MGR-PAD-IDE001

Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.

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.

For financial professional use only. Not for use with the public.

Product availability may vary.