MoneyGuard® Solutions Resource Library

Featured

right_arrow

MoneyGuard® Solutions Conversation Catalyst

> LincolnFinancial.com/MGTool

MoneyGuard® Solutions Conversation Catalyst

Annuity Funding MoneyGuard Case Study

MG-I4LMG-FLI002

Annuity Funding MoneyGuard® Case Study

MoneyGuard Market Advantage® Client Video

Watch the Video

MoneyGuard Market Advantage® Client Video

MoneyGuard Market Advantage® Client Guide

MG-MMA-BRC006

MoneyGuard Market Advantage® Client Guide

MoneyGuard Market Advantage® Interactive Client Guide

> LincolnFinancial.com/MMA

MoneyGuard Market Advantage® Interactive Client Guide

MoneyGuard Fixed Advantage Client Guide

MG-MFA-BRC001

MoneyGuard Fixed Advantage® Client Guide

MoneyGuard Fixed Advantage Benefit Transfer Rider Client Case Study

MG-BTR-FLI003

MoneyGuard Fixed Advantage® Benefit Transfer Rider Client Case Study

Benefit Transfer Rider One-pager

MG-BTR-FLI002

Benefit Transfer Rider One-pager

Flex Care Cash Flyer

MG-FCC-FLI002

Flex Care Cash Flyer

The Importance of LTC Planning, featuring Moshe Milevsky

> LincolnFinancial.com/Moshe

The Importance of LTC Planning, featuring Moshe Milevsky

That’s MoneyGuard solutions. That’s commitment. Video

Watch the Video

That’s MoneyGuard® solutions. That’s commitment.

MoneyGuard Market Advantage ® — Client Materials — Click here for CA material

right_arrow

MoneyGuard Market Advantage® Client Video

Watch the Video

MoneyGuard Market Advantage® Client Video

MoneyGuard Market Advantage® Interactive Client Guide

> LincolnFinancial.com/MMA

MoneyGuard Market Advantage® Interactive Client Guide

MoneyGuard Market Advantage® Client Guide

MG-MMA-BRC006

MoneyGuard Market Advantage® Client Guide

MoneyGuard Market Advantage® Investment Guide

MG-INVST-BRC001

MoneyGuard Market Advantage® Investment Guide

MoneyGuard Market Advantage® Client Seminar

MG-MGMA-PPT001

MoneyGuard Market Advantage® Client Seminar

MoneyGuard Market Advantage® Client Fact Sheet

MG-FACT-FST006

MoneyGuard Market Advantage® Client Fact Sheet

Monthly Performance Snapshot

MG-MGMA-FLI001

Monthly Performance Snapshot


MoneyGuard Market Advantage ® — Financial Professional Materials

right_arrow

MoneyGuard Market Advantage® Benefit Transfer Rider Case Study

MG-BTR-FLI004

MoneyGuard Market Advantage® Benefit Transfer Rider Case Study

Weighing your LTC goals - MMA vs. Mutual Funds Presentation

MG-MMA-PPT004

Weighing your LTC goals - MMA vs. Mutual Funds Presentation

MoneyGuard Market Advantage® Financial Professional Guide

MG-MMA-BLV003

MoneyGuard Market Advantage® Financial Professional Guide

MoneyGuard Market Advantage® Financial Professional Presentation

MG-MGMA-PPT002

MoneyGuard Market Advantage® Financial Professional Presentation

Flex Care Cash Flyer

MG-FCC-FLI001

Flex Care Cash Flyer

Why MoneyGuard Market Advantage®?

MG-MMA-FLI007

Why MoneyGuard Market Advantage®?

Retail Fund Equivalent

LFD-MMARE-FLI001

Retail Fund Equivalent

MoneyGuard Market Advantage® Case Study - High Net Worth

MG-MMA-FLI003

MoneyGuard Market Advantage® Case Study — High Net Worth

MoneyGuard Market Advantage® Case Study - Mass Affluent

MG-MMA-FLI006

MoneyGuard Market Advantage® Case Study — Mass Affluent

MoneyGuard Market Advantage® Case Study - Young Professional

MG-MMA-FLI005

MoneyGuard Market Advantage® Case Study — Young Professional

MoneyGuard Market Advantage® Case Study - High Income Earners

MG-MMA-FLI004

MoneyGuard Market Advantage® Case Study — High Income Earners

MoneyGuard Market Advantage® Premium Flexibility Case Study

MG-LLP-FLI001

MoneyGuard Market Advantage® Premium Flexibility Case Study

MoneyGuard Market Advantage® Financial Professional Case Study

MG-MMA-FLI009

MoneyGuard Market Advantage® Financial Professional Case Study

MoneyGuard Market Advantage® Agency Toolkit

> LincolnFinancial.com/MMAToolkit

MoneyGuard Market Advantage® Agency Toolkit

MoneyGuard Market Advantage® Mini Financial Professional Presentation

MG-MMA-PPT002

MoneyGuard Market Advantage® Mini Financial Professional Presentation

MoneyGuard Market Advantage® Active/Hybrid Model Portfolio Flyer

MG-MMA-FLI008

MoneyGuard Market Advantage® Active/Hybrid Model Portfolio Flyer


MoneyGuard Fixed Advantage ® — Client Materials

For use in all states except CA & NY.

right_arrow

MoneyGuard Fixed Advantage Client Guide

MG-MFA-BRC001

MoneyGuard Fixed Advantage® Client Guide

MoneyGuard Fixed Advantage Fact Sheet

MG-MFA-FST001

MoneyGuard Fixed Advantage® Fact Sheet

MoneyGuard Fixed Advantage Benefit Transfer Rider Client Case Study

MG-BTR-FLI003

MoneyGuard Fixed Advantage® Benefit Transfer Rider Client Case Study

MoneyGuard Fixed Advantage ® — Financial Professional Materials

right_arrow

Benefit Transfer Rider One-pager

MG-BTR-FLI002

Benefit Transfer Rider One-pager

Benefit Transfer Rider Case Study

MG-BTR-FLI001

Benefit Transfer Rider Case Study

Flex Care Cash Flyer

MG-FCC-FLI002

Flex Care Cash Flyer

MoneyGuard Fixed Advantage Heat Map

MG-MFAHM-FLI001

MoneyGuard Fixed Advantage® Heat Map

CA Only Marketing Materials

MoneyGuard Market Advantage® (CA only)

right_arrow

MoneyGuard Market Advantage CA Client Guide

MG-MMACA-PDC001

MoneyGuard Market Advantage® CA Client Guide

MoneyGuard Market Advantage CA Fact Sheet

MG-MMACA-FST001

MoneyGuard Market Advantage® CA Fact Sheet

MoneyGuard Market Advantage CA Investment Guide

MG-MMACA-BRC002

MoneyGuard Market Advantage® CA Investment Guide

MoneyGuard Market Advantage CA Client Video

Watch the Video

MoneyGuard Market Advantage® CA Client Video

MoneyGuard Market Advantage (PHI) Preparation Guide

MG-PHI-FLI003

MoneyGuard Market Advantage® (PHI) Preparation Guide

MoneyGuard® II (CA only)

right_arrow

Client Guide

MG-MGCA-BRC001

MoneyGuard® II Client Guide

Flex-pay Case Study

MG-CA-FLI006

Flex-pay Case Study

Single Pay Case Study

MG-CA-FLI007

Single Pay Case Study

Client Seminar

MG-MGII-PPT001

Client Seminar

Prequalification and Process Tools (CA only)

right_arrow

MoneyGuard Market Advantage® Presubmission Tool

MG-QUAL-FLI001

MoneyGuard Market Advantage® Presubmission Tool

Presubmission Underwriting Tool - National

MG-QUA2-FLI001

Presubmission Underwriting Tool — National

Sales Tools

Why MoneyGuard?

right_arrow

MoneyGuard Suite Client Presentation

MG-SUITE-PPT001

MoneyGuard® Suite Client Presentation

MoneyGuard Spectrum Flyer

MG-SPEC-FLI001

MoneyGuard® Spectrum Flyer

Combined MoneyGuard Solutions Financial Professional Presentation

MG-MMA-PPT003

Combined MoneyGuard® Solutions Financial Professional Presentation

0-Day Elimination Period

MG-ELIM-FLI001

0-Day Elimination Period

Welcome to MoneyGuard Flyer

MG-WEL-FLI001

Welcome to MoneyGuard® Flyer

MoneyGuard Market Advantage Support After the Sale

MG-POST-FLI001

MoneyGuard Market Advantage® Support After the Sale

Regulatory

right_arrow

LTC Insurance Task Force in California Flyer

MG-LTCTF-FLI001

LTC Insurance Task Force in California Flyer

WA Cares Fund Flyer

MG-LTCTA-FLI002

WA Cares Fund Flyer

LTC Reg Video

Link coming soon

LTC Reg Video

Sales Concepts and Advanced Sales

right_arrow

Disciplined Care-funding Approach with Flex-pay

MG-DCAFP-FLI001

Disciplined Care-funding Approach with Flex-pay

Sequence of Returns in LTC Planning

MG-SORMG-BLV001

Sequence of Returns in LTC Planning

Advanced Sales Ownership Guidelines

MGR-FAQ-FLI003

Advanced Sales Ownership Guidelines

MoneyGuard Trust Ownership Brochure

MG-TRUST-BRC001

MoneyGuard® Trust Ownership Brochure

MoneyGuard Business Ownership Brochure

MG-CORP-BRC001

MoneyGuard® Business Ownership Brochure

MoneyGuard Employer Funded LTC Plan Flyer

MG-ERLTC-FLI001

MoneyGuard® Employer Funded LTC Plan Flyer

MoneyGuard LTC and Irrevocable Trust Flyer Advanced Sales Flyer

MG-LTCIT-FLI001

MoneyGuard® LTC and Irrevocable Trust Flyer Advanced Sales Flyer

BTR Multi-Gen Case Study

MG-MULTI-FLI001

BTR Multi-Gen Case Study

Executive Bonus 162 flyer

MG-EB162-FLI001

Executive Bonus 162 flyer

Using MG for Executive Bonus 10-minute Sales Concept

MG-10MIN-PPT001

Using MG for Executive Bonus 10‑minute Sales Concept

Advanced Planning with Trusts

MG-TRUST-PPT001

Advanced Planning with Trusts

Monetize Good Health Flyer

MG-MON-FLI001

Monetize Good Health Flyer

Indemnity vs. Reimbursement Presentation

MG-REIMB-PPT001

Indemnity vs. Reimbursement Presentation

Indemnity vs. Reimbursement Flyer

MGR-IVR-FLI001

Indemnity vs. Reimbursement Flyer

That’s MoneyGuard® solutions. That’s Commitment.

right_arrow

MoneyGuard Value Prop Presentation

MG-VALUE-PPT002

MoneyGuard® Value Prop Presentation

That’s Commitment Video

Watch the Video

That’s Commitment Video

That’s MoneyGuard Solutions. That’s Commitment. Video

Watch the Video

That’s MoneyGuard® Solutions. That’s Commitment. Video

Moshe Milevsky Thought Leadership Series

The Importance of LTC Planning, featuring Moshe Milevsky

> LincolnFinancial.com/Moshe

The Importance of LTC Planning, featuring Moshe Milevsky

Budget vs. Insure

Watch the Video

Budget vs. Insure

Health as an Asset Class video

Watch the Video

Health as an Asset Class

Impact of LTC Event on Portfolio video

Watch the Video

Impact of LTC Event on Portfolio

LTC Planning and Tax Considerations video

Watch the Video

LTC Planning and Tax Considerations

Overcoming Self-insuring video

Watch the Video

Overcoming Self-insuring

Reimbursement vs. Indemnity video

Watch the Video

Reimbursement vs. Indemnity

Tax Efficiency

right_arrow

Tax Deferred Returns vs. Taxable Returns

MG-MMA-FLI011

Tax Deferred Returns vs. Taxable Returns

Tax-advantaged Worksheet

MG-MMATX-FLI001

Tax-advantaged Worksheet

Control What You Can - Tax Digital Flyer

VA-TAX-INF001

Control What You Can - Tax Digital Flyer

Planning for LTC

right_arrow

What Care Costs website

> Visit Our Cost of Care Website

Enter Sponsor code: Lincoln

Caregiving White Paper

MG-CARE-WPR001

Caregiving White Paper

2021 Cost of Care Infographic

MGR-COST-INF001

2021 Cost of Care Infographic

LTC Spectrum Flyer

MGR-SPEC-FLI001

LTC Spectrum Flyer

Client Profiles

MG-FIN-FLI001

Client Profiles

Asset Identifier

MGR-AA-FLI001

Asset Identifier

10 Reasons Why LTC Client Infographic

MGR-CONV-FLI006

10 Reasons Why LTC Client Infographic

10 Reasons Why You Should Talk About LTC - Financial Professional

MGR-CONV-FLI008

10 Reasons Why You Should Talk About LTC — Financial Professional

4 LTC Misconceptions Client Fact Sheet

MGR-CONV-FLI007

4 LTC Misconceptions Client Fact Sheet

LTC Client Conversation Workbook

MGR-CONV-FLI005

LTC Client Conversation Workbook

LTC Conversation - Client Digital White Paper (Non-ICC)

MGR-CONV-WPR002

LTC Conversation — Client Digital White Paper (Non-ICC)

Planning for LTC as a Family - White Paper (ICC)

MGR-PLAN-WPR001

Planning for LTC as a Family — White Paper (ICC)

LTC Digital Experience

> LTC Digital Experience

Not approved in CA.

Client Caregiving Infographic - What’s Motivating Americans to Discuss Caregiving Plans with Their Families?

MGR-CARE-APH003

Client Caregiving Infographic — What’s Motivating Americans to Discuss Caregiving Plans with Their Families?

The Growing Need for LTC Presentation

MG-LTC-PPT001

The Growing Need for LTC Presentation

Women & LTC

right_arrow

Women & LTC Conversation Starters

MGR-WI-FLI002

Women & LTC Conversation Starters

It's Time to Talk: Women & Caregiving LTC Infographic

> LincolnFinancial.com/WLTC

It's Time to Talk: Women & Caregiving LTC Infographic

Women & LTC Advisor White Paper

MGR-WI-WPR003

Women & LTC Advisor White Paper

Women & LTC Client Seminar

MGR-WI-PPT003

Women & LTC Client Seminar

Women & LTC Financial Professional Presentation

MGR-WI-PPT001

Women & LTC Financial Professional Presentation

Women & LTC Client Seminar Invite

MGR-WI-INV001

Women & LTC Client Seminar Invite

PreQualification and Process Tools

E-Interview Resources

Client Materials

right_arrow

MoneyGuard Market Advantage PHI Client Preparation Guide – Phone

MG-PHI-FLI002

MoneyGuard Market Advantage® PHI Client Preparation Guide – Phone

MoneyGuard Market Advantage® Presubmission Tool

MG-QUAL-FLI001

MoneyGuard Market Advantage® Presubmission Tool

Presubmission Underwriting Tool - National

MG-QUA2-FLI001

Presubmission Underwriting Tool — National

CA Personal History Interview (PHI)

MGR-PHIC-FLI003

CA Personal History Interview (PHI)

Personal History Interview (PHI) Worksheet - All states except CA

MG-PHI2-FLI002

Personal History Interview (PHI) Worksheet — All states except CA

MoneyGuard iGO eApp Video

Watch the Video

MoneyGuard iGO eApp Video

Financial Professional Materials

right_arrow

eApp Data Collection Tool

MG-DATA-FLI001

eApp Data Collection Tool

Licensing Flyer

DC-MMABR-FLI001

Licensing Flyer

MoneyGuard iGO eApp Flyer

MG-IGO-FLI001

MoneyGuard iGO eApp Flyer

MoneyGuard iGO eApp Presentation

MG-EAPP-PPT001

MoneyGuard iGO eApp Presentation

Underwriting at a Glance

MG-ADV2-BRC001

Underwriting at a Glance

Best Practices for In-Good-Order Submissions

MGR-UWNB-FLI001

Best Practices for In-Good-Order Submissions

Lincoln Concierge Care Coordination and Claims

Facts and Resources

right_arrow

Financial Professional Guide

LFD-LCCC-BRC001

Financial Professional Guide

Policyholder Guide

LFD-LCCC-BRC002

Policyholder Guide

Claims Process Overview

MG-CLAIM-FLI005

Claims Process Overview

MoneyGuard Claims Fact Sheet

MG-FACT-FLI001

MoneyGuard Claims Fact Sheet

How to File a MoneyGuard Claim

MGR-LTC-FLI002

How to File a MoneyGuard Claim

PolicyHub Overview

MG-ILLUM-PPT001

PolicyHub Overview

CONTACT YOUR REPRESENTATIVE FOR MORE INFORMATION AND RESOURCES.

Not a deposit
Not FDIC-insured
May go down in value
Not insured by any federal government agency
Not guaranteed by any bank or savings association

LincolnFinancial.com

LCN-4986450-100722
Order code: MGR-PAD-IDE001

Privacy | Legal | ©2023 Lincoln National Corporation

Lincoln MoneyGuard® solutions are universal life insurance policies with riders that reimburse for qualified long-term care expenses, issued by The Lincoln National Life Insurance Company, Fort Wayne, IN; and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY; distributed by Lincoln Financial Distributors, Inc.

Products, riders and features are subject to state availability. The insurance policy and riders have limitations, exclusions, and reductions. Check state availability. Long-term care benefit riders may not cover all costs associated with long-term care costs incurred by the insured during the coverage period. Accelerated death benefits may be taxable and may affect public assistance eligibility.

Lincoln variable universal life insurance is sold by prospectus. Only registered representatives can sell variable products.

Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

Affiliates are separately responsible for their own financial and contractual obligations.

1Pending approval in DE, IN, and HI.

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

Product availability may vary.