Underwriting & new business

Accurate, efficient and high-quality underwriting is critical to your success. Our underwriting philosophy is geared toward flexibility in decision-making based on case specifics. These documents and tools can help you through the underwriting process.

Underwriting guidelines

Latest Lincoln Financial Group News Thumbnail

New Business and Underwriting Departmental thumbnail

Underwriting Guidelines: Lincoln’s Individual & Survivorship Products Overview Brochure Thumbnail

Underwriting Guidelines: Lincoln’s TermAccel® Level Term Overview Brochure Thumbnail

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Lab Free Qualification Guidelines thumbnail

Foreign National Underwriting Guidelines Thumbnail

Application submission

Life Application Comparison Summary Submission Guide Thumbnail

Lincoln MoneyGuard® eApp Process Overview thumbnail

Pending case management

Digital policy delivery

Policy Delivery Option Summary thumbnail

New Business Training and Job Aids

Navigating Your Producer Website Series: Part 1 Thumbnail

Navigating Your Producer Website Series: Part 2 thumbnail

Navigating Your Producer Website Series: Part 3 thumbnail

Brainshark Library

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eNIGO Process/eNIGO- A Faster way? thumbnail

Online Interview LincXpress® Agent Training thumbnail

Online Interview TermAccel® Agent Training thumbnail

Docusign eDelivery Agent Training thumbnail

An Overview of DocFast – The Client Experience thumbnail

*Accessible after logging in to LincolnSolutionsCenter.com

Securely upload files for customer service or new business submissions

Up-to-date info
from Life Operations, including UW & NB
and customer service

Lincoln Financial Network is the marketing name for the retail and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Securities Corporation and Lincoln Financial Advisors, broker/dealers, registered investment advisors and members of FINRA and SIPC.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates. Affiliates are separately responsible for their own financial and contractual obligations. Variable products are sold by prospectuses, which contain the investment objectives, risks, and charges and expenses of the variable product and its underlying investment options. Read carefully before investing.

For agent or broker use only. Not for use with the public.

LFS-5602470-033123

8/23 Z20

Order code: PRO-ABEXP-IDE001

Underwriting & new business

Accurate, efficient and high-quality underwriting is critical to your success. Our underwriting philosophy is geared toward flexibility in decision-making based on case specifics. These documents and tools can help you through the underwriting process.

Underwriting guidelines

Application submission

Pending case management

Digital policy delivery

New Business Training and Job Aids

Brainshark Library

Securely upload files for customer service or new business submissions

Up-to-date info
from Life Operations, including UW & NB
and customer service

*Accessible after logging in to LincolnSolutionsCenter.com

Underwriting & new business

Accurate, efficient and high-quality underwriting is critical to your success. Our underwriting philosophy is geared toward flexibility in decision-making based on case specifics. These documents and tools can help you through the underwriting process.

Underwriting guidelines

Application submission

Pending case management

Digital policy delivery

New Business Training and Job Aids

Brainshark Library

Securely upload files for customer service or new business submissions

Up-to-date info from Life Operations, including UW & NB and customer service

*Accessible after logging in to LincolnSolutionsCenter.com

Underwriting & new business

Accurate, efficient and high-quality underwriting is critical to your success. Our underwriting philosophy is geared toward flexibility in decision-making based on case specifics. These documents and tools can help you through the underwriting process.

Underwriting guidelines

Application submission

Pending case management

Digital policy delivery

New Business Training and Job Aids

Brainshark Library

*Accessible after logging in to LincolnSolutionsCenter.com

Up-to-date info
from Life Operations, including UW & NB
and customer service

Securely upload files for customer service or new business submissions

Lincoln Financial Network is the marketing name for the retail and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Securities Corporation and Lincoln Financial Advisors, broker/dealers, registered investment advisors and members of FINRA and SIPC.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates. Affiliates are separately responsible for their own financial and contractual obligations. Variable products are sold by prospectuses, which contain the investment objectives, risks, and charges and expenses of the variable product and its underlying investment options. Read carefully before investing.

For agent or broker use only. Not for use with the public.

LFS-5602470-033123

8/23 Z20

Order code: PRO-ABEXP-IDE001