MoneyGuard III - Advisor Materials
Advisor Guide
Advisor Presentation
Flex-pay ideas that sell
Welcome to MoneyGuard Flier
Quadrant Flier
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.
Client Product Guide (ICC)
Client Product Flier (ICC)
Client Seminar (ICC)
Client Fact Sheet (ICC)
Single Pay Case Study (ICC)
Flex Pay Case Study (ICC)
Non-ICC Materials
For use in AZ, CT, DC, DE, FL, IN, MT, ND, NJ, SD, & VI.
Client Product Guide (Non-ICC)
Client Product Flier (Non-ICC)
Client Seminar (Non-ICC)
Client Fact Sheet (Non-ICC)
Single Pay Case Study (Non-ICC)
Flex Pay Case Study (Non-ICC)
MoneyGuard II (NY) – Client Materials
Client Flier
Fact Sheet
Single Pay Case Study
Flex Pay Case Study
Client Seminar
MoneyGuard II (NY) – Advisor Materials
Advisor Seminar
Why MG? - Flier
NY Flex-pay ideas that sell
MoneyGuard II 2020 (CA only) - Advisor Materials
Advisor Guide
Advisor Presentation
Flex-pay ideas that sell
MoneyGuard II 2020 (CA only) - Client Materials
Client Product Guide
Flex Pay Case Study
Single Pay Case Study
Client Seminar
Sales Tools
Conversation Starters
Client Profiles
LTC planning for couples
Client Fundamentals of LTC
Asset Identifier
Disciplined care-funding approach with flex-pay
Client Prospecting Letter ICC
Client Prospecting Letter Non-ICC
30 Facts About LTC
LTC Conversation - Client Infographic (Press Release)
LTC Conversation - Advisor Article
10 reasons why you should talk about LTC - Client (ICC)
10 reasons why you should talk about LTC - Client (Non-ICC)
10 reasons why you should talk about LTC - Advisor
4 Myths - Client Infographic (ICC)
4 Myths - Client Infographic (Non-ICC)
LTC Conversation Workbook - Client (ICC)
LTC Conversation Workbook - Client (Non-ICC)
Long-term Care Conversation Starters
LTC Conversation - Client Digital White Paper (ICC)
LTC Conversation - Client Digital White Paper (Non-ICC)
Why MoneyGuard?
Why Hybrids? - MoneyGuard III
Why Reimbursements?
Life Annuity Specialist - Hybrid Article Reprint
Lincoln Dominates Hybrids LTC - Article Reprint
Hybrid LTC Gaining Popularity - IRI Advisor Article Reprint
30th Anniversary Advisor Article
Cost of Care
2020 Cost of Care Infographic
Planning for LTC
Family LTC Conversation - Fact Sheet (Non-ICC)
Planning for LTC as a Family - White Paper (ICC)
Planning for LTC as a Family - White Paper (Non-ICC)
A short story about LTC - Digital Experience (ICC)
A short story about LTC - Digital Experience (Non-ICC)
Women & LTC
Women & LTC - Client White Paper (ICC)
Women & LTC - Client White Paper (Non-ICC)
Women LTC - Client Infographic Story (ICC)
Women LTC - Client Infographic Story (Non-ICC)
Campaigns
Social Media Campaign In Box
T3 2019 Program Overview
PreQualification & Process Tools
Advisor Materials
MG iGO eApp Flier
MG iGO eApp Presentation
MoneyGuard III - Underwriting at a Glance
Underwriting at a Glance
Lincoln MoneyGuard II Submission Process
Best Practices for In-Good-Order Submissions
MGII NY Process Agent Guide
MGII NY Process Overview Guide
MGII NY Process FAQ
Client Materials
MoneyGuard III - Pre-submission Underwriting Tool - National
Pre-Submission Tool
CA Presubmission Flier
CA Personal History Interview (PHI)
All states except NY & VI Personal History Interview (PHI)
Personal History Interview (PHI) Worksheet - National
Pre-submission Underwriting Tool - National
Concierge Care & Claims
Facts and Resources
Welcome to MoneyGuard Flier
MoneyGuard Client Claims Flier
MoneyGuard Claims Fact Sheet
Alzheimer's Materials
Alzheimer's Disease Client Article - Capturing Family Memories
Alzheimer's Client Infographic Story
Caregiving
2018 LTC Client Infographic
Caregiving Advisor Article
Health and Wealth Retirement Checklist - Client
Tips for Caregivers - Client
Caregiving Women Infographic - Client
Caregiving Client - White Paper (National Version)
Caregiving - Advisor White Paper
Videos
MoneyGuard iGO eApp Video
Pre-submission Video
PHI video
PHI video (CA Only)
Welcome To MoneyGuard Video
More Than Just a Nursing Home
Presentations
Advisor Presentations
Caregiver Seminar
LTC Claims Presentation
Client Presentations
MoneyGuard III - Planning as a Family Client Seminar (Non-ICC)
Women and LTC Client Seminar (ICC)
Women and LTC Client Seminar (Non-ICC)
Women and LTC Client Seminar (Florida Only)
Alzheimer's Seminar (ICC)
Alzheimer's Seminar (Non-ICC)
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 |
©2020 Lincoln National Corporation
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 agent and broker use only. Not for use with the public.
Product availability may vary.