MoneyGuard II - Advisor Materials
Advisor Presentation
Planning for Couples Flier
MoneyGuard II Playbook
MoneyGuard II - Client Materials
ICC Materials
For use in all states except AZ, CA, CT, DC, DE, FL, HI, IN, MT, ND, NJ, NY, SD, & VI.
Client Trifold Brochure
Flex Pay Case Study
Single Pay Case Study
Client Seminar
Power of Starting Early Brochure
NON-ICC Materials
For use in AZ, CA, CT, DC, DE, FL, HI, IN, MT, ND, NJ, NY, SD, & VI.
Client Trifold Brochure
Flex Pay Case Study
Single Pay Case Study
Client Seminar
Power of Starting Early Brochure
CA Only
Client Product Guide
Flex Pay Case Study
Single Pay Case Study
Client Seminar
MoneyGuard III - Advisor Materials
Advisor Presentation
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 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, CA, CT, DC, DE, FL, IN, MT, ND, NJ, NY, SD, & VI.
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 Reserve - Advisor Materials
MoneyGuard Reserve Playbook (NY)
MoneyGuard Reserve - Client Materials
Client Product Guide (NY)
Sales Tools
Conversation Starters
Client Prospecting Letter ICC
Client Prospecting Letter Non-ICC
MoneyGuard vs. OneAmerica Case Study
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 MoneyGuard?
Why Hybrids?
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
2019 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
PreQualification & Process Tools
Advisor Materials
Underwriting at a Glance
Lincoln MoneyGuard II Submission Process
Best Practices for In-Good-Order Submissions
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)
For use in NY & VI Personal History Interview (PHI)
Concierge Care & Claims
Facts and Resources
MoneyGuard Client Claims Flier
LTC Contestable Claims Flier
Concierge Care Advisor Flier
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
PHI video
PHI video (CA Only)
Welcome To MoneyGuard Video
More Than Just a Nursing Home
Presentations
Advisor Presentations
LTC Conversation Seminar
Multigenerational and LTC Planning
Caregiver Seminar
LTC Claims Presentation
Client Presentations
MoneyGuard III - Planning as a Family Client Seminar (Non-ICC)
Planning for LTC as a Family Client Seminar (ICC)
Planning for LTC 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 |
©2019 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.