Important Levinson Carrier News and Updates – 09/13/23
Lincoln National Life
MoneyGuard Product and Process
Enhanced Underwriting Program for Lincoln AssetEdge® VUL and Lincoln WealthAccumulate® 2 IUL — Available for a limited time only, starting September 11, Lincoln AssetEdge® VUL and Lincoln WealthAccumulate® 2 IUL cases, subject to full underwriting and received at Lincoln in-good-order by Dec. 29, 2023, will receive a one-class underwriting upgrade! Read more.
Lincoln MoneyGuard Fixed Advantage® Pricing Improvements — Effective Monday, September 11, Lincoln Financial will be implementing pricing decreases to Lincoln MoneyGuard Fixed Advantage.
- Pricing improvements range from 0 – 15%
- Average pricing decrease is 5%
- Issue ages 55 through 65 will see the most improvement
September is Life Insurance Awareness Month — Life insurance is for everyone! Access our resources to reach out to your clients to discuss how life insurance can help meet multiple needs, from tax advantages to supplemental income, and of course portfolio and family protection. Connect with Lincoln.
2023 Life Insurance Year-End Guidelines: Individual Life, Executive Benefits and Lincoln MoneyGuard® — Lincoln’s Underwriting & New Business department is committed to helping you meet your year-end goals and objectives. Our focus is to ensure the maximum amount of your business is placed before the close of business on December 29, 2023.
Access key dates and guidelines here.
