MoneyGuard® Solutions Resource Library

MoneyGuard II - Advisor Materials

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MoneyGuard II Advisor Guide

MGR-ADV2-BRC006

Advisor Guide

MoneyGuard II Advisor Presentation

MGR-ADV2-PPT007

Advisor Presentation

MoneyGuard II Planning for Couples Flier

MGR-PLAN-FLI001

Planning for Couples Flier

MoneyGuard II Playbook

MGR-PLAY-BRC002

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.

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MoneyGuard II Client Product Guide

MGR-ICC-BRC014

Client Product Guide

MoneyGuard II Client Trifold Brochure

MGR-ICC-BRC015

Client Trifold Brochure

MoneyGuard II Client Flex Pay Case Study

MGR-ICC-FLI005

Flex Pay Case Study

MoneyGuard II Client Single Pay Case Study

MGR-ICC-FLI006

Single Pay Case Study

MoneyGuard II Client Seminar

MGR-ICC-PPT007

Client Seminar

MoneyGuard II Client Power of Starting Early Brochure

MGR-STAR-FLI001

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.

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MoneyGuard II Client Product Guide

MGR-CLT2-BRC012

Client Product Guide

MoneyGuard II Client Trifold Brochure

MGR-CLT2-BRC013

Client Trifold Brochure

MoneyGuard II Client Flex Pay Case Study

MGR-CLT2-FLI004

Flex Pay Case Study

MoneyGuard II Client Single Pay Case Study

MGR-CLT2-FLI005

Single Pay Case Study

MoneyGuard II Client Seminar

MGR-CLT2-PPT007

Client Seminar

MoneyGuard II Client Power of Starting Early Brochure

MGR-STAR-FLI002

Power of Starting Early Brochure

CA Only

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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

MoneyGuard III - Advisor Materials

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MoneyGuard III Advisor Guide

MG-ADV-BRC001

Advisor Guide

MoneyGuard III Advisor Presentation

MG-ADV-PPT001

Advisor Presentation

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 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-PPT001

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, CA, CT, DC, DE, FL, IN, MT, ND, NJ, NY, SD, & VI.

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MoneyGuard III Client Product Guide

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 Seminar

MG-CLT2-PPT001

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 Reserve - Advisor Materials

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MoneyGuard Reserve Advisor Guide (NY)

MGR-NY-BRC002

Advisor Guide (NY)

MoneyGuard Reserve Playbook (NY)

MGR-NY-BRC009

MoneyGuard Reserve Playbook (NY)


MoneyGuard Reserve - Client Materials

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MoneyGuard Reserve Trifold Brochure (NY)

MGR-NY-BRC003

Trifold Brochure (NY)

MoneyGuard Reserve Client Product Guide (NY)

MGR-NY-BRC007

Client Product Guide (NY)

Sales Tools

Conversation Starters

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Sales Tools - Asset Identifier

MGR-AA-FLI001

Asset Identifier

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

Sales Tools - MoneyGuard vs. One America Case Study

MGR-MGOA-BRC001

MoneyGuard vs. OneAmerica Case Study

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 MoneyGuard? Flier

MGR-WHY-FLI002

Why MoneyGuard?

Why Hybrids? Flier

MGR-HYB-FLI001

Why Hybrids?

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

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)

Campaigns

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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 - MoneyGuard III - Underwriting at a Glance

MG-ADV2-BRC001

MoneyGuard III - Underwriting at a Glance

Pre-qualification Tools Advisor Materials - Underwriting at a Glance

MGR-ADV2-BRC004

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

Client Materials

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Pre-qualification Tools Client Materials - MoneyGuard III - Personal History Interview (PHI) - National

MG-PHI2-FLI002

MoneyGuard III - Personal History Interview (PHI) - National

Pre-qualification Tools Client Materials - MoneyGuard III - Presubmission Underwriting Tool - National

MG-QUA2-FLI001

MoneyGuard III - Pre-submission Underwriting Tool - National

Pre-qualification Tools Client Materials - Presubmission Tool

MGR-QUA2-FLI009

Pre-Submission Tool

Pre-qualification Tools Client Materials - CA Presubmission Flier

MGR-CA-FLI058

CA Presubmission Flier

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

MGR-PHIC-FLI003

CA Personal History Interview (PHI)

Pre-qualification Tools Client Materials - All states except NY & VI Personal History Interview (PHI)

MGR-PHI2-FLI003

All states except NY & VI Personal History Interview (PHI)

Pre-qualification Tools Client Materials - For NY & VI Personal History Interview (PHI)

MGR-PHI2-FLI002

For use in NY & VI Personal History Interview (PHI)

Concierge Care & Claims

Facts and Resources

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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 - LTC Contestable Claims Flier

MGR-LTC-FLI001

LTC Contestable Claims Flier

Concierge Care-claims - Concierge Care Advisor Flier

MGR-LTCA-FLI001

Concierge Care Advisor Flier

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

Videos

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MoneyGuard Pre-submission Video

> Watch the video

Pre-submission Video

MoneyGuard PHI Video

> Watch the video

PHI 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 - MoneyGuard vs. One America Comparison

MGR-MGOA-PPT001

MoneyGuard vs. OneAmerica Comparison

Advisor Presentations - LTC Conversation Seminar

MGR-CONV-PPT003

LTC Conversation Seminar

Advisor Presentations - Multigenerational and LTC Planning

MGR-MULT-PPT002

Multigenerational and LTC Planning

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 - Planning for LTC as a Family Client Seminar (ICC)

MGR-PLAN-PPT002

Planning for LTC as a Family Client Seminar (ICC)

Client Presentations - Planning for LTC as a Family Client Seminar (Non-ICC)

MGR-PLAN-PPT003

Planning for LTC 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.
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May go down in value
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©2019 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.