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Life insurance

Featured update

Conversations that close

Conversations That Close series
Our new sales concept strategy series brings you simple, authentic conversations which can be easily referenced for future client meetings. In each episode, we'll tackle a new challenge and connect it to a sales concept and the Lincoln life insurance product behind it.
 

View the series to see how these strategies can help close the conversation with confidence.

    

Highlights
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Create fine-tuned strategies using our new tool – for all products in the Lincoln Elite IndexedSM Universal Life (IUL) Portfolio
Our Indexed Account Analyzer Tool for our IUL Portfolio helps stress-test account selections for clients. With just a few clicks, you can explore custom and sample model allocations based on your clients’ risk tolerance. Backed by historical index data, this tool helps you make informed, data-driven decisions when building IUL strategies.

Try it today and see how it can elevate your client conversations!

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The Platinum Age of Estate Planning
In this on-demand webinar, estate attorney Patrick Conner shares real-world planning scenarios, how he addresses common client objections, and why life insurance can be a powerful tool for creating tax-efficient wealth transfers. Learn how these strategies help clients gain greater control over their assets and outcomes.

Watch the webinar on demand and strengthen your estate planning knowledge.

Product news
Elite Suite of IUL

Introducing the Lincoln Elite IndexedSM Universal Life Insurance Portfolio
Your clients count on you for the latest growth strategies. And now, there’s one destination designed to help keep you informed and empowered. Introducing our new digital experience, your go-to hub

Check out the Elite Portfolio!

AssetEdge Suite

Meet a VUL suite with an edge
Meet our new Lincoln AssetEdge® VUL suite. Lincoln AssetEdge VUL and Lincoln AssetEdge SVUL are performance-driven, cash value life insurance solutions that offer clients protection plus potential. We’ve designed this suite to help individuals, couples and business partners protect their lifestyle, legacy and businesses.

View the Lincoln AssetEdge VUL suite

Operational updates
Professional Advantage Program

Lab Free Pro+
Executives have busy schedules with limited time to spare. That’s why Lincoln offers Lab Free Pro+, a simplified life insurance offering that requires no exams or labs for your professional clients who have had a complete physical within the past 12 months. And, we’ve recently increased limits from $20M – $40M!

Learn more about this program and the benefits it provides.

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Real-Time Offer
Lincoln is excited to provide you and your clients with a Real-Time Offer for eligible life insurance cases. This feature will immediately communicate an underwriting approval decision to clients that have been approved lab-free by our automated underwriting process. The client, writing agent and case contact will be notified of the approval upon completion of the online or phone interview.

Read more about the offer

MoneyGuard GoDigital

Digital First
Lincoln is committed to helping you build your business by focusing on our people, products and processes. To stay ahead of evolving trends and to ensure you’re able to deliver solutions to your clients efficiently, we’ve updated our processes to be digitally enhanced. We’re confident this digital-first strategy is the best way for us to continue our successes.

This material is for informational or educational purposes only and is not intended as legal, tax, estate or investment advice. Individuals should consult an independent professional as to any legal, tax, accounting, estate or investment-related statements made herein.

For financial professional use only. Not for use with the public.