Lincoln Financial Group Makes It Easier for Customers to Apply for Lincoln MoneyGuard II
August 21 2018 - 9:00AM
Business Wire
New application process simplifies forms, shortens interviews
and increases flexibility when adding a linked benefit solution to
a financial plan.
Lincoln Financial Group (NYSE: LNC) has announced a more
streamlined and customizable application process for its Lincoln
MoneyGuard® II policies. The enhancements make it simpler and
faster for customers to get the important protections of
MoneyGuard, a flexible universal life insurance solution offering
multiple benefits that can be utilized based on a client’s needs,
including a death benefit, reimbursement of long-term care (LTC)
expenses or return of premiums options.
The new application process improves the customer experience
with new forms for non-medical information that advisors can
complete on behalf of clients and with greater efficiency. The
enhanced process also now captures medical information earlier to
determine underwriting eligibility of the applicant sooner.
“As a leader in linked benefit solutions, we continue to invest
in this business to help ensure we’re delivering the best-possible
experience to our customers and meet their ever-changing needs,”
said Heather Milligan, Senior Vice President, Underwriting &
New Business, Lincoln Financial Group. “The redesigned application
package and process transforms the sale and purchase of the
product, making it smarter, faster and more customizable with forms
that are easier to complete, shorter interviews and greater
flexibility in how customers submit information.”
Providing Customers Choice and Control
Based on preference, customers can choose to complete the
medical portions of their application over the phone with a Lincoln
representative, or by completing the paper forms with their
advisor.
The new application process is the latest example of Lincoln’s
ongoing commitment to enhancing the customer experience. Additional
examples include Lincoln’s new online customer service chat
capabilities and digital claims experience.
For additional information about the product, visit
www.lincolnfinancial.com.
Issued by The Lincoln National Life Insurance Company, Fort
Wayne, IN, on Policy Form LN880/ICC13LN880 with the following
riders: form LR880 and state variations/ICC15LR880 Rev; form
LR881/ICC13LR881; form LR882/ICC13LR882.
All guarantees and benefits of the insurance policy are the
responsibility of the issuing insurance company. They are not
backed by the broker-dealer and/or insurance agency selling the
policy, or any affiliates of those entities other than the issuing
company affiliates, and none makes any representations or
guarantees regarding the claims-paying ability of the issuer.
Products and features, including benefits, terms, and
definitions, may vary by state.
Product not available in New York.
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help
empower people to take charge of their financial lives with
confidence and optimism. Today, more than 17 million customers
trust our retirement, insurance and wealth protection expertise to
help address their lifestyle, savings and income goals, as well as
to guard against long-term care expenses. Headquartered in Radnor,
Pennsylvania, Lincoln Financial Group is the marketing name for
Lincoln National Corporation (NYSE: LNC) and its affiliates. The
company had $256 billion in assets under management as of June 30,
2018. Lincoln Financial Group is a committed corporate citizen
and was named one of the Forbes Best Employers for 2018, is a
member of the Dow Jones Sustainability Index North America, and
received a perfect score of 100 percent on the 2018 Corporate
Equality Index. Learn more at: www.LincolnFinancial.com.
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Lincoln Financial GroupJay Russo860
466-1324jay.russo@lfg.com
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