MoneyGuard® Solutions Resource Library

Most Popular

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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

Featured

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Care Planning Compass

MG-COMP-FLI001

Care Planning Compass

Asset Identifier

MGR-AA-FLI001

Asset Identifier

Conversation starters tool

MGR-CONV-FLI013

Conversation starters tool

MoneyGuard III - Advisor Materials

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Fundamentals of LTC

MGR-FUND-FLI002

Fundamentals of LTC

MoneyGuard III Advisor Guide

MG-ADV-BRC001

Advisor Guide

MoneyGuard III Flex-pay ideas that sell

MG-FLEX-PPT001

Flex-pay ideas that sell

MoneyGuard III Welcome to MoneyGuard Flier

MG-WEL-FLI001

Welcome to MoneyGuard Flier

MoneyGuard III Quadrant Flier

MG-QUAD-FLI001

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.

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MoneyGuard III Client Client Guide (ICC)

MG-ICC-BRC004

Expanded Client Guide

MoneyGuard III Client Product Guide (ICC)

MG-ICC-BRC001

Client Product Guide (ICC)

MoneyGuard III Client Product Flier (ICC)

MG-ICC-BRC002

Client Product Flier (ICC)

MoneyGuard II Client Seminar (ICC)

MG-ICC-PPT002

Client Seminar (ICC)

MoneyGuard III Client Fact Sheet (ICC)

MG-FACT-FST001

Client Fact Sheet (ICC)

MoneyGuard III Client Single Pay Case Study (ICC)

MG-ICC-FLI001

Single Pay Case Study (ICC)

MoneyGuard III 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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MoneyGuard III Expanded Client Guide (Non-ICC)

MG-CLT2-BRC004

Expanded Client Guide (Non-ICC)

MoneyGuard III Client Product Guide (Non-ICC)

MG-CLT2-BRC001

Client Product Guide (Non-ICC)

MoneyGuard III Client Product Flier (Non-ICC)

MG-CLT2-BRC002

Client Product Flier (Non-ICC)

MoneyGuard II Client Semina (Non-ICC)r

MG-CLT2-PPT002

Client Seminar (Non-ICC)

MoneyGuard III Client Fact Sheet (Non-ICC)

MG-FACT-FST002

Client Fact Sheet (Non-ICC)

MoneyGuard III Client Single Pay Case Study (Non-ICC)

MG-CLT2-FLI001

Single Pay Case Study (Non-ICC)

MoneyGuard III Client Flex Pay Case Study (Non-ICC)

MG-CLT2-FLI003

Flex Pay Case Study (Non-ICC)

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) – Advisor Materials

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MGII (NY) Fundamentals of LTC

MGR-FUND-FLI002

Fundamentals of LTC

MGII (NY) Advisor Seminar

MG-NY-PPT002

Advisor 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) - Advisor Materials

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MoneyGuard II Fundamentals of LTC

MGR-FUND-FLI002

Fundamentals of LTC

MoneyGuard II Advisor Guide

MGR-ADV2-BRC006

Advisor Guide

MoneyGuard II Advisor Presentation

MGR-ADV2-PPT007

Advisor Presentation

MoneyGuard II Flex-pay ideas that sell

MG-FLEX-PPT002

Flex-pay ideas that sell


MoneyGuard II 2020 (CA only) - Client Materials

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MoneyGuard II Trifold Brochure

MGR-CA-BRC025

Trifold Brochure

MoneyGuard II Client Product Guide

MGR-CA-BRC026

Client Product Guide

MoneyGuard II Flex Pay Case Study

MGR-CA-FLI054

Flex Pay Case Study

MoneyGuard II Single Pay Case Study

MGR-CA-FLI055

Single Pay Case Study

MoneyGuard II Client Seminar

MGR-CA-PPT025

Client Seminar

Sales Tools

Premier Marketing Tools

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Sales Tools - Care planning compass flier

MG-COMP-FLI001

Care planning compass flier

Sales Tools - Care planning compass presentation

MG-COMP-PPT001

Care planning compass presentation

Conversation Starters

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Sales Tools - LTC Spectrum Flier

MGR-SPEC-FLI001

LTC Spectrum Flier

Sales Tools - Client Profiles

MG-FIN-FLI001

Client Profiles

Sales Tools - LTC planning for couples

MGR-PLAN-FLI001

LTC planning for couples

Sales Tools - Client Fundamentals of LTC

MGR-FUND-FLI001

Client Fundamentals of LTC

Sales Tools - Asset Identifier

MGR-AA-FLI001

Asset Identifier

Sales Tools - Disciplined care-funding approach with flex-pay

MG-DCAFP-FLI001

Disciplined care-funding approach with flex-pay

Sales Tools - Client Prospecting Letter ICC

MGR-ICC-LTR001

Client Prospecting Letter ICC

Sales Tools - Client Prospecting Letter Non-ICC

MGR-CLT2-LTR001

Client Prospecting Letter Non-ICC

30 Facts About LTC

MGR-30-FLI002

30 Facts About LTC

LTC Conversation - Client Infographic (Press Release)

MGR-CONV-APH001

LTC Conversation - Client Infographic (Press Release)

LTC Conversation - Advisor Article

MGR-CONV-ARC001

LTC Conversation - Advisor Article

10 reasons why you should talk about LTC - Client (ICC)

MGR-CONV-FLI006

10 reasons why you should talk about LTC - Client (ICC)

10 reasons why you should talk about LTC - Client (Non-ICC)

MGR-CONV-FLI009

10 reasons why you should talk about LTC - Client (Non-ICC)

10 reasons why you should talk about LTC - Advisor

MGR-CONV-FLI008

10 reasons why you should talk about LTC - Advisor

4 Myths - Client Infographic (ICC)

MGR-CONV-FLI007

4 Myths - Client Infographic (ICC)

4 Myths - Client Infographic (Non-ICC)

MGR-CONV-FLI012

4 Myths - Client Infographic (Non-ICC)

LTC Conversation Workbook - Client (ICC)

MGR-CONV-FLI005

LTC Conversation Workbook - Client (ICC)

LTC Conversation Workbook - Client (Non-ICC)

MGR-CONV-FLI010

LTC Conversation Workbook - Client (Non-ICC)

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)

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 Advisor Article Reprint

MGR-HYBRID-ARC001

Hybrid LTC Gaining Popularity - IRI Advisor Article Reprint

30th Anniversary Advisor Article

MGR-30-ARC001

30th Anniversary Advisor 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)

www.LFG.com/LTCExperience

A short story about LTC - Digital Experience (ICC)

A short story about LTC - Digital Experience (Non-ICC)

www.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 - Client White Paper (ICC)

MGR-WI-WPR001

Women & LTC - Client White Paper (ICC)

Women & LTC - Client White Paper (Non-ICC)

MGR-WI-WPR002

Women & LTC - Client White Paper (Non-ICC)

Women LTC - Client Infographic Story (ICC)

MGR-WI-FLI001

Women LTC - Client Infographic Story (ICC)

Women LTC - Client Infographic Story (Non-ICC)

MGR-WI-FLI002

Women LTC - Client Infographic Story (Non-ICC)

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 - T3 2019 Program Overview

MG-T3-FLI001

T3 2019 Program Overview

PreQualification & Process Tools

Advisor Materials

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Pre-qualification Tools Advisor Materials - Ownership FAQ

MG-FAQ-FLI003

Ownership FAQ

Pre-qualification Tools Advisor Materials - MG iGO eApp Flier

MG-IGO-FLI001

MG iGO eApp Flier

Pre-qualification Tools Advisor Materials - MG iGO eApp Presentation

MG-EAPP-PPT001

MG iGO eApp Presentation

Pre-qualification Tools Advisor Materials - Underwriting at a Glance

MG-ADV2-BRC001

Underwriting at a Glance

Pre-qualification Tools Advisor Materials - Lincoln MoneyGuard II Submission Process

MGR-MGTE-BRC001

Lincoln MoneyGuard II Submission Process

Pre-qualification Tools Advisor Materials - Best Practices for In-Good-Order Submissions

MGR-UWNB-FLI001

Best Practices for In-Good-Order Submissions

Pre-qualification Tools Advisor Materials - MGII NY Process Agent Guide

MG-NY-FLI004

MGII NY Process Agent Guide

Pre-qualification Tools Advisor Materials - MGII NY Process Overview Guide

MG-NY-BRC004

MGII NY Process Overview Guide

Pre-qualification Tools Advisor Materials - MGII NY Process FAQ

MG-FAQ-FLI002

MGII NY Process FAQ

Client Materials

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Pre-qualification Tools Client Materials - Pre-submission Underwriting Tool - National

MG-QUA2-FLI001

Pre-submission underwriting tool - National

Pre-qualification Tools Client Materials - CA Personal History Interview (PHI)

MGR-PHIC-FLI003

CA Personal History Interview (PHI)

Pre-qualification Tools Client Materials - Personal History Interview (PHI) Worksheet - All states except CA

MG-PHI2-FLI002

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

Concierge Care & Claims

Facts and Resources

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Concierge Care-claims - MG III Concierge Care Client Guide

MG-LCCC-BLV001

MG III Concierge Care Client Guide

Concierge Care-claims - Welcome to MoneyGuard Flier

MGR-CLT-FLI003

Welcome to MoneyGuard Flier

Concierge Care-claims - MoneyGuard Client Claims Flier

MGR-LTC-FLI002

MoneyGuard Client Claims Flier

Concierge Care-claims - MoneyGuard Claims Fact Sheet

MG-FACT-FLI001

MoneyGuard Claims Fact Sheet

Alzheimer's Materials

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Alzheimer's Disease Brain Health Client Article

MGR-ALZ-ARC001

Alzheimer's Disease Brain Health Client Article

Alzheimer's Disease Client Article - Capturing Family Memories

MGR-ALZ-ARC003

Alzheimer's Disease Client Article - Capturing Family Memories

Alzheimer's Client Infographic Story

MGR-ALZ-FLI010

Alzheimer's Client Infographic Story

Caregiving

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Caregiving Infographic

MGR-CARE-APH002

Caregiving Infographic

2018 LTC Client Infographic

MGR-CARE-APH003

2018 LTC Client Infographic

Caregiving Advisor Article

MGR-CARE-ARC005

Caregiving Advisor Article

Health and Wealth Retirement Checklist - Client

MGR-CARE-FLI001

Health and Wealth Retirement Checklist - Client

Tips for Caregivers - Client

MGR-CARE-FLI003

Tips for Caregivers - Client

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 - Advisor White Paper

MGR-CARE-WPR002

Caregiving - Advisor White Paper

Web Experiences

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Web Eperiences - What care costs

> What care costs

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.

Web Experiences - 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 Pre-submission Video

Watch the Video

Pre-submission 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

Presentations

Advisor Presentations

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Advisor Presentations - LTC Conversation Seminar

MGR-CONV-PPT003

LTC Conversation Seminar

Advisor Presentations - Caregiver Seminar

MGR-CARE-PPT001

Caregiver Seminar

Advisor Presentations - LTC Claims Presentation

MGR-CLAI-PPT001

LTC Claims Presentation

Client Presentations

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

MG-PLAN-PPT001

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

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

MG-PLAN-PPT002

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

Client Presentations - Women and LTC Client Seminar (ICC)

MGR-WI-PPT003

Women and LTC Client Seminar (ICC)

Client Presentations - Women and LTC Client Seminar (Non-ICC)

MGR-WI-PPT004

Women and LTC Client Seminar (Non-ICC)

Client Presentations - Women and LTC Client Seminar (Florida Only)

MGR-WI-PPT007

Women and LTC Client Seminar (Florida Only)

Client Presentations - Alzheimer's Seminar (ICC)

MGR-ALZ-PPT003

Alzheimer's Seminar (ICC)

Client Presentations - Alzheimer's Seminar (Non-ICC)

MGR-ALZ-PPT004

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

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 agent and broker use only. Not for use with the public.

Product availability may vary.