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Support after the sale

Relationships matter — and your business depends on them. That’s why, at Lincoln Financial Network, we’re committed to helping your business operate efficiently.

We offer a simple and productive virtual experience with an integrated book of business to help you manage your accounts, leverage powerful visualizer tools, and access a vast distribution and sales support network. See the extensive resources specifically designed to support you and your clients.

Post-issue policy management tools

Life solutions

IUL support after the sale flier

Automated in-force illustrations, policy change reminders and enhanced IUL annual statements help you with your client reviews by making policy management easier.

Indexed universal life sales process flier

This step-by-step guide to success helps you offer clients a solution that can give them protection, growth potential & the flexibility to meet their evolving needs with access to cash value.

VUL support after the sale flier

Automated in-force illustrations, policy change reminders and a dedicated investment desk help you with your client reviews by making policy management easier.

MoneyGuard®

MoneyGuard Market Advantage support after the sale flier

Automated in-force illustrations, policy change reminders and a dedicated investment desk help you with your client reviews by making policy management easier.

GraphicLine

Practice management tools

This section includes items to manage life business, such as internal replacement rules and term conversion information.

Search for an account number of client last name across your book of business to access Confirms, Statements and Letters.

Check here for assistance with expectations for replacement sales, state licensing and training requirements and more.

Easily run life insurance, long-term care, or annuity product illustrations through our exclusive software platform. Access these illustrations, along with other marketing and financial planning tools.

Both you and your clients can monitor life insurance policy performance year over year with annual automatically generated statements available within 5 business days of the policy’s anniversary date.

You can access these illustrations in one of two ways:

  • To access your book of business, select the appropriate client and click Correspondence.
  • From the My Business tab on your home screen, click Correspondence & statements*.
GraphicLine

Client access

Through one secure login on LincolnFinancial.com, your clients can learn more about our insurance products, read up on special topics , manage their Lincoln policies and access their latest account details. Clients can perform a variety of account management tasks:

  • Access illustrations with either pre-designed or custom date ranges.
  • Verify contact details for the policy owner, individual(s) insured on the policy, and beneficiaries.
  • View billing schedules, amount due, and the next bill due date.
  • Check existing loan statuses, associated loan interest, and even access historical loan details.
  • Review historical account information, complete policy transaction and correspondence & statement history.
GraphicLine

Client materials

Your Lincoln IUL policy at-a-glance flier

This resource shows clients how the Lincoln IUL annual statement is designed to make it easy for them to view, manage and understand their policy.

How to file a Lincoln life insurance claim flier

This step-by-step guide walks clients through the steps of how to file a life insurance claim.

GraphicLine

Client claim resources

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Information to submit a claim for an employee insurance product.

*Accessible after logging in to LincolnSolutionsCenter.com

GraphicLine
 
 

Support after the sale

Relationships matter — and your business depends on them. That’s why, at Lincoln Financial Network, we’re committed to helping your business operate efficiently.

We offer a simple and productive virtual experience with an integrated book of business to help you manage your accounts, leverage powerful visualizer tools, and access a vast distribution and sales support network. See the extensive resources specifically designed to support you and your clients.

Post-issue policy management tools

Life solutions

IUL support after the sale flier

Automated in-force illustrations, policy change reminders and enhanced IUL annual statements help you with your client reviews by making policy management easier.

Indexed universal life sales process flier

This step-by-step guide to success helps you offer clients a solution that can give them protection, growth potential & the flexibility to meet their evolving needs with access to cash value.

VUL support after the sale flier

Automated in-force illustrations, policy change reminders and a dedicated investment desk help you with your client reviews by making policy management easier.

MoneyGuard®

MoneyGuard Market Advantage support after the sale flier

Automated in-force illustrations, policy change reminders and a dedicated investment desk help you with your client reviews by making policy management easier.

GraphicLine

Practice management tools

This section includes items to manage life business, such as internal replacement rules and term conversion information.

Search for an account number of client last name across your book of business to access Confirms, Statements and Letters.

Check here for assistance with expectations for replacement sales, state licensing and training requirements and more.

Easily run life insurance, long-term care, or annuity product illustrations through our exclusive software platform. Access these illustrations, along with other marketing and financial planning tools.

Both you and your clients can monitor life insurance policy performance year over year with annual automatically generated statements available within 5 business days of the policy’s anniversary date.

You can access these illustrations in one of two ways:

  • To access your book of business, select the appropriate client and click Correspondence.
  • From the My Business tab on your home screen, click Correspondence & statements*.
GraphicLine

Client access

Through one secure login on LincolnFinancial.com, your clients can learn more about our insurance products, read up on special topics , manage their Lincoln policies and access their latest account details. Clients can perform a variety of account management tasks:

  • Access illustrations with either pre-designed or custom date ranges.
  • Verify contact details for the policy owner, individual(s) insured on the policy, and beneficiaries.
  • View billing schedules, amount due, and the next bill due date.
  • Check existing loan statuses, associated loan interest, and even access historical
    loan details.
  • Review historical account information, complete policy transaction and correspondence & statement history.
GraphicLine

Client materials

Your Lincoln IUL policy at-a-glance flier

This resource shows clients how the Lincoln IUL annual statement is designed to make it easy for them to view, manage and understand their policy.

How to file a Lincoln life insurance claim flier

This step-by-step guide walks clients through the steps of how to file a life insurance claim.

GraphicLine

Client claim resources

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Information to submit a claim for an employee insurance product.

*Accessible after logging in to LincolnSolutionsCenter.com

GraphicLine

Support after the sale

Relationships matter — and your business depends on them. That’s why, at Lincoln Financial Network, we’re committed to helping your business operate efficiently.

We offer a simple and productive virtual experience with an integrated book of business to help you manage your accounts, leverage powerful visualizer tools, and access a vast distribution and sales support network. See the extensive resources specifically designed to support you and your clients.

Post-issue policy management tools

Life solutions

IUL support after the sale flier

Automated in-force illustrations, policy change reminders and enhanced IUL annual statements help you with your client reviews by making policy management easier.

Indexed universal life sales process flier

This step-by-step guide to success helps you offer clients a solution that can give them protection, growth potential & the flexibility to meet their evolving needs with access to cash value.

VUL support after the sale flier

Automated in-force illustrations, policy change reminders and a dedicated investment desk help you with your client reviews by making policy management easier.

MoneyGuard®

MoneyGuard Market Advantage support after the sale flier

Automated in-force illustrations, policy change reminders and a dedicated investment desk help you with your client reviews by making policy management easier.

GraphicLine

Practice management tools

This section includes items to manage life business, such as internal replacement rules and term conversion information.

Search for an account number of client last name across your book of business to access Confirms, Statements and Letters.

Check here for assistance with expectations for replacement sales, state licensing and training requirements and more.

Easily run life insurance, long-term care, or annuity product illustrations through our exclusive software platform. Access these illustrations, along with other marketing and financial planning tools.

Both you and your clients can monitor life insurance policy performance year over year with annual automatically generated statements available within 5 business days of the policy’s anniversary date.

You can access these illustrations in one of
two ways:

  • To access your book of business, select the appropriate client and click Correspondence.
  • From the My Business tab on your home screen, click Correspondence & statements*.
GraphicLine

Client access

Through one secure login on LincolnFinancial.com, your clients can learn more about our insurance products, read up on special topics , manage their Lincoln policies and access their latest account details. Clients can perform a variety of account management tasks:

  • Access illustrations with either pre-designed or custom date ranges.
  • Verify contact details for the policy owner, individual(s) insured on the policy, and beneficiaries.
  • View billing schedules, amount due, and the next bill due date.
  • Check existing loan statuses, associated loan interest, and even access historical loan details.
  • Review historical account information, complete policy transaction and correspondence & statement history.
GraphicLine

Client materials

Your Lincoln IUL policy at-a-glance flier

This resource shows clients how the Lincoln IUL annual statement is designed to make it easy for them to view, manage and understand their policy.

How to file a Lincoln life insurance claim flier

This step-by-step guide walks clients through the steps of how to file a life insurance claim.

GraphicLine

Client claim resources

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Information to submit a claim for an employee insurance product.

*Accessible after logging in to LincolnSolutionsCenter.com

GraphicLine

Support after the sale

Relationships matter — and your business depends on them. That’s why, at Lincoln Financial Network, we’re committed to helping your business operate efficiently.

We offer a simple and productive virtual experience with an integrated book of business to help you manage your accounts, leverage powerful visualizer tools, and access a vast distribution and sales support network. See the extensive resources specifically designed to support you and your clients.

Post-issue policy management tools

Life solutions

IUL support after the sale flier

Automated in-force illustrations, policy change reminders and enhanced IUL annual statements help you with your client reviews by making policy management easier.

Indexed universal life sales process flier

This step-by-step guide to success helps you offer clients a solution that can give them protection, growth potential & the flexibility to meet their evolving needs with access to cash value.

VUL support after the sale flier

Automated in-force illustrations, policy change reminders and a dedicated investment desk help you with your client reviews by making policy management easier.

MoneyGuard®

MoneyGuard Market Advantage support after the sale flier

Automated in-force illustrations, policy change reminders and a dedicated investment desk help you with your client reviews by making policy management easier.

GraphicLine

Practice management tools

This section includes items to manage life business, such as internal replacement rules and term conversion information.

Search for an account number of client last name across your book of business to access Confirms, Statements and Letters.

Check here for assistance with expectations for replacement sales, state licensing and training requirements and more.

Easily run life insurance, long-term care, or annuity product illustrations through our exclusive software platform. Access these illustrations, along with other marketing and financial planning tools.

Both you and your clients can monitor life insurance policy performance year over year with annual automatically generated statements available within 5 business days of the policy’s anniversary date.

You can access these illustrations in one of two ways:

  • To access your book of business, select the appropriate client and click Correspondence.
  • From the My Business tab on your home screen, click Correspondence & statements*.
GraphicLine

Client access

Through one secure login on LincolnFinancial.com, your clients can learn more about our insurance products, read up on special topics , manage their Lincoln policies and access their latest account details. Clients can perform a variety of account management tasks:

  • Access illustrations with either pre-designed or custom date ranges.
  • Verify contact details for the policy owner, individual(s) insured on the policy, and beneficiaries.
  • View billing schedules, amount due, and the next bill due date.
  • Check existing loan statuses, associated loan interest, and even access historical loan details.
  • Review historical account information, complete policy transaction and correspondence & statement history.
GraphicLine

Client materials

Your Lincoln IUL policy at-a-glance flier

This resource shows clients how the Lincoln IUL annual statement is designed to make it easy for them to view, manage and understand their policy.

How to file a Lincoln life insurance claim flier

This step-by-step guide walks clients through the steps of how to file a life insurance claim.

GraphicLine

Client claim resources

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Start a claim, find a form, FAQs and contact information.

Information to submit a claim for an employee insurance product.

*Accessible after logging in to LincolnSolutionsCenter.com

GraphicLine