The Lincoln Leader – NY Reg 60 Update, Marijuana-Related Businesses, and more
Volume 13, Issue 11 KEY HEADLINES New York Regulation 60 Process Update Marijuana Related Businesses Attestation Requirement New EFT Requirement for Quarterly Billing Mode on Term Business Approved...
View ArticleLincoln National AG49 Update – Frequently Asked Questions
You may have heard about upcoming changes to the way Indexed UL products are illustrated. This Frequently Asked Questions document will address the questions you may have around what the changes are,...
View ArticleThe Lincoln Leader – MoneyGuard II Update, AG49, 4506T-EZ
Great news! Effective August 31, 2015 Lincoln MoneyGuard® II is available for sale in California. Here’s what you need to know about Lincoln MoneyGuard® II: Continues to have an income tax-free death...
View ArticleLincoln Offers NY Clients Permanent to Permanent Internal Exchange Program
If we have learned one thing about NLG products, it is that they may not be the panacea they appeared to be. Lack of premium flexibility and policy management challenges have some producers and clients...
View ArticleClients Want to Protect Their Wealth. Here’s How You Can Help
Today, clients understand the importance of protecting wealth, and they know that life insurance can help. But what they may not realize is that life insurance offers more than a death benefit. It can...
View ArticleYour Client’s Biggest Asset Often Goes Neglected
Help protect what’s really important to your clients — today. As one of the largest assets in a client’s portfolio, life insurance presents an unparalleled business opportunity. An impartial Life...
View ArticleLincoln Treasury Indexed UL Product Withdrawn
Lincoln Treasury Indexed UL closed to New Sales Effective October 30, 2015 Lincoln strives to balance financial integrity for our company with value for its distribution partners and their clients....
View ArticleThe Lincoln Leader – 10/19/15
KEY HEADLINES 2015 Underwriting and New Business Year-End Commitment and Guidelines Update – Reinstatement or Change Application REMINDER – Types of Acceptable Payments Lincoln Treasury Indexed UL...
View ArticleMedicare Covers All LTC, Right?
Clients think Medicare and Medicaid are the end of the long-term care conversation. Show them it’s just the beginning, with Lincoln’s help. Until they encounter a serious health event, your clients...
View ArticleIntroducing a client guide for understanding your Lincoln IUL annual policy...
Introducing a client guide for understanding your Lincoln IUL annual policy summary As part of our ongoing commitment to post-issue policy management, Lincoln is proud to introduce an understanding...
View ArticleClients think wealth cushions them from LTC costs
Clients think their wealth protects them from long-term care risk You know it’s their wealth that needs protecting. Let Lincoln help you dispel the myths. It’s easy for clients to think that wealth...
View ArticleEnhanced Online Prospectus Capabilities New – IUL Annual Statement client...
Volume 13, Issue 18 KEY HEADLINES Enhanced Online Prospectus Capabilities New – IUL Annual Statement client guide 2015 Year-End Commitment and Guidelines The post Enhanced Online Prospectus...
View ArticleLincoln Eliminates EKGs – All face amounts, below age 50 and over age 70
Now we’re eliminating many EKG requirements To help streamline the process and give your clients a better experience, an EKG is no longer needed for many age and face amounts. No EKG requirements for...
View ArticleLincoln Investment Advisors Commentary – November 2015 in Review
U.S. equity markets rose with signs of stability and the Fed moving closer to a rate hike. International equity markets lost ground despite continued monetary stimulus per the European Central Bank as...
View ArticleThe Lincoln Leader – New GUL rates, multilife improvements, and more –...
KEY HEADLINES Coming Soon! Lincoln LifeGuarantee® UL (2013) – Rates as of 02/08/16 Commission Recall Guidelines – Updated February 8, 2016 for Term Products Individual Life Claimant Statement – New!...
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