Lincoln Concierge Care Coordination

Size: px
Start display at page:

Download "Lincoln Concierge Care Coordination"

Transcription

1 Lincoln Concierge Care Coordination Helping you find the right long-term care services LIFE SOLUTIONS The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York For use with existing policyowners only. Not for use with the general public

2 When you need help mak Lincoln Concierge Care Finding quality long-term care and support services, and filing claims can be overwhelming. That s why there s Lincoln Concierge Care Coordination. It s a specialized service that simplifies the process and can help you and your loved ones file a claim, or find and coordinate long-term care services. Lincoln Concierge Care Coordination is available for all policyowners of a Lincoln life/long-term care combination product.

3 ing the tough decisions, Coordination is here! Stay connected. Stay independent. We are offering Lincoln Concierge Care Coordination support and resources to help you and those you care for stay independent. Log in to the website to enjoy these advantages: A connection to local resources Explore services from lawn care and home maintenance to skilled nursing and living options, all in your local area. A needs assessment Take an online assessment to create a plan that considers your situation and needs. An online library with a wealth of information You ll find articles, videos and checklists on a multitude of issues regarding health, aging and eldercare. A smart way to communicate It s easy to keep loved ones and caregivers connected, informed, and communicating. Create a social network that centers around you or those in your care. Customized care recommendations Request a Provider Search & Match a customized list of three provider options in your area.

4 1 Ready to get started with Lincoln Concierge Care Coordination? Explore care options Visit Click Sign Up. Or call Have your policy information available to access resources to support you and your family members when coordinating care. If you believe you are eligible for benefits, please consult a claims specialist, or follow step two below before engaging a provider. 2 File your long-term care claim through Lincoln Call A dedicated claims specialist is here for you five days a week during normal business hours. You can also log on to LincolnFinancial.com. Click FORMS & CLAIMS in the top navigation bar. In the dropdown menu under Forms, choose Long-term care. At the bottom of the page, under Filing a long-term care claim? click See long-term care claims. Click FILE NOTIFICATION FORM. Lincoln will contact you within two days of submitting your online form.

5 Get help coordinating the care you want with Lincoln Concierge Care Coordination Reduce the challenges you and your loved ones would face in finding appropriate care. Determine the long-term care services needed to maintain your independence at home. Find appropriate long-term care providers in your community or residential care if necessary. Review your long term care insurance benefit eligibility and what s covered by your policy.

6 This material is for informational purposes only and is not an offer of coverage or medical advice. It contains only a partial general description of programs and services and does not constitute a contract. Lincoln Concierge Care Coordination includes claims support provided by Lincoln Financial and services provided by a third party vendor not affiliated with Lincoln Financial. Concierge care third party vendors do not provide direct care or home services. Participating providers are not agents or employees of Lincoln Financial Group or the third party vendor. Results and outcomes cannot be guaranteed. The availability of any particular provider cannot be guaranteed and is subject to change. Lincoln Financial does not monitor or participate in the review of programs or services referred or recommended by third party vendors. Long-term care coverage is provided through the applicable long-term care rider offered through your Lincoln policy. Issuers: The Lincoln National Life Insurance Company, Fort Wayne, IN Lincoln Life & Annuity Company of New York, Syracuse, NY The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. All guarantees and benefits of the insurance policy are subject to the claims-paying ability 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, riders and features are subject to state availability. The insurance policy and riders have limitations, exclusions, and/or reductions. Details about the benefits, costs, limitations and exclusions will be provided to you by a licensed insurance agent/insurance producer. Additionally, long-term care benefit riders may not cover all costs associated with long-term care costs incurred by the insured during the coverage period. For use with existing policyowners only. Not for use with the general public. Not a deposit Not FDIC-insured Not insured by any federal government agency Not guaranteed by any bank or savings association May go down in value 2015 Lincoln National Corporation LincolnFinancial.com 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. LCN POD 11/15 Z03 Order code: MGR-UNIV-BRC001

It s time for a Policy Review

It s time for a Policy Review When your priorities change... It s time for a Policy Review LIFE SOLUTIONS Client Overview Insurance products issued by: The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New

More information

Lincoln InvestmentSolutions

Lincoln InvestmentSolutions Lincoln InvestmentSolutions SM variable annuity With options for guaranteed growth and income LINCOLN ANNUITIES Not a deposit Not FDIC-insured May go down in value Not insured by any federal government

More information

Affordable. Guaranteed. Innovative. See how a rising 10-year Treasury yield can benefit you. Client Guide. Lincoln Treasury Indexed UL

Affordable. Guaranteed. Innovative. See how a rising 10-year Treasury yield can benefit you. Client Guide. Lincoln Treasury Indexed UL Lincoln Treasury Indexed UL Affordable. Guaranteed. Innovative. See how a rising 10-year Treasury yield can benefit you The Lincoln National Life Insurance Company Not a deposit Not FDIC-insured May go

More information

Life Insurance Policy Review

Life Insurance Policy Review Life Insurance Policy Review Add value to one of your clients biggest, neglected assets LIFE SOLUTIONS Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency Not

More information

Lincoln business life insurance solutions

Lincoln business life insurance solutions Lincoln business life insurance solutions A guide to help protect and grow your business Client Guide Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency Not

More information

Take care Two simple words can imply so much

Take care Two simple words can imply so much LIFE SOLUTIONS Lincoln Care Coverage SM Accelerated Benefits Rider for long-term care expenses Take care Two simple words can imply so much Not a deposit Not FDIC-insured Not insured by any federal government

More information

Plan for a healthier financial future

Plan for a healthier financial future The Lincoln National Life Insurance Company Plan for a healthier financial future See the value the right long-term care protection can bring LONG-TERM CARE PLANNING Not a deposit Not FDIC-insured May

More information

Lincoln MoneyGuard II SAMPLE. Insured. Laura Flock, Female, Issue age 56

Lincoln MoneyGuard II SAMPLE. Insured. Laura Flock, Female, Issue age 56 The Lincoln National Life Insurance Company One Granite Place P.O. Box 515 Concord, NH 03302-0515 Phone 800-487-1485 Fax 800-819-1987 Web LincolnFinancial.com Laura Flock 2401 Ontario Street Cleveland,

More information

Lincoln Treasury Indexed UL. Lead with. The innovative guarantee that gets better as 10-year Treasury yields rise

Lincoln Treasury Indexed UL. Lead with. The innovative guarantee that gets better as 10-year Treasury yields rise Lincoln Treasury Indexed UL Lead with Lincoln Treasury Indexed UL The innovative guarantee that gets better as 10-year Treasury yields rise The Lincoln National Life Insurance Company Not a deposit Not

More information

Retirement income recharged

Retirement income recharged FOR INCOME Lincoln New Directions Fixed Indexed Annuities Lincoln OptiChoice SM Fixed Indexed Annuities Retirement income recharged Lincoln Lifetime Income SM Edge helps generate more growth and wealth

More information

Lincoln InvestmentSolutions SM

Lincoln InvestmentSolutions SM Lincoln InvestmentSolutions SM RIA variable annuity With options for guaranteed growth and income LINCOLN ANNUITIES Not a deposit Not FDIC-insured May go down in value Not insured by any federal government

More information

The Lincoln MoneyGuard experience

The Lincoln MoneyGuard experience The Lincoln National Life Insurance Company The purpose of this communication is the solicitation of insurance. Contact will be made by an insurance agent or insurance company. Universal Life Insurance

More information

Lincoln InvestmentSolutions SM RIA variable annuity

Lincoln InvestmentSolutions SM RIA variable annuity LINCOLN VARIABLE ANNUITIES Lincoln InvestmentSolutions SM RIA variable annuity With options for guaranteed growth and income Lincoln InvestmentSolutions RIA Not a deposit Not FDIC-insured May go down in

More information

Attending to your needs through predictable growth

Attending to your needs through predictable growth Attending to your needs through predictable growth Lincoln MYGuarantee SM Plus fixed annuity LINCOLN ANNUITIES Client Guide Not a deposit Not FDIC-insured May go down in value Not insured by any federal

More information

Income calculator. Client Guide. i4life Indexed Advantage. Insurance products issued by: The Lincoln National Life Insurance Company

Income calculator. Client Guide. i4life Indexed Advantage. Insurance products issued by: The Lincoln National Life Insurance Company LINCOLN VARIABLE ANNUITIES Income calculator i4life Indexed Advantage Client Guide Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency Not guaranteed by any

More information

Plan for a healthier financial future

Plan for a healthier financial future The Lincoln National Life Insurance Company Plan for a healthier financial future See the value long-term care protection brings LONG-TERM CARE PLANNING Not a deposit Not FDIC-insured May go down in value

More information

Guaranteed protection for life

Guaranteed protection for life Lincoln VUL ONE Suite Guaranteed protection for life A lifetime guaranteed death benefit with the freedom to pursue growth potential Insurance products issued by: The Lincoln National Life Insurance Company

More information

The Lincoln MoneyGuard experience

The Lincoln MoneyGuard experience The Lincoln National Life Insurance Company The purpose of this communication is the solicitation of insurance. Contact will be made by an insurance agent or insurance company. Universal Life Insurance

More information

Room to grow for your retirement

Room to grow for your retirement LINCOLN FIXED INDEXED ANNUITY Room to grow for your retirement Lincoln New Directions 8 fixed indexed annuity INCOME SOLUTIONS Not a deposit Not FDIC-insured May go down in value Not insured by any federal

More information

TAKE the NEXT STEP. Help protect your financial future from long-term care expenses with. Lincoln MoneyGuard II. Client Guide

TAKE the NEXT STEP. Help protect your financial future from long-term care expenses with. Lincoln MoneyGuard II. Client Guide The Lincoln National Life Insurance Company The purpose of this communication is the solicitation of insurance. Contact will be made by an insurance agent or insurance company. Lincoln MoneyGuard II TAKE

More information

You re in control of your destination

You re in control of your destination You re in control of your destination Life insurance offering broad investment options with cash value growth potential and protection LIFE SOLUTIONS Lincoln AssetEdge VUL* Not a deposit Not FDIC-insured

More information

Greater choices for your retirement savings

Greater choices for your retirement savings LINCOLN FIXED INDEXED ANNUITY Greater choices for your retirement savings Lincoln OptiChoiceSM fixed indexed annuity INCOME SOLUTIONS Not a deposit Not FDIC-insured May go down in value Not insured by

More information

Funding your future. Client Guide. Lincoln Covered Choice SM 5 fixed indexed annuity LINCOLN ANNUITIES. Lincoln Covered Choice SM 5

Funding your future. Client Guide. Lincoln Covered Choice SM 5 fixed indexed annuity LINCOLN ANNUITIES. Lincoln Covered Choice SM 5 Funding your future Lincoln Covered Choice SM 5 fixed indexed annuity LINCOLN ANNUITIES Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency Not guaranteed by

More information

Lincoln life insurance

Lincoln life insurance Lincoln life insurance Term, universal life and variable universal life product portfolio LIFE SOLUTIONS Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency

More information

Lincoln MoneyGuard II playbook Flexible funding options for LTC planning

Lincoln MoneyGuard II playbook Flexible funding options for LTC planning Lincoln MoneyGuard II playbook Flexible funding options for LTC planning 10897 Insurance products issued by: The Lincoln National Life Insurance Company For agent or broker use only. Not for use with the

More information

Finding retirement security

Finding retirement security Finding retirement security Protect your savings. Discover the growth and income potential of fixed indexed annuities. LINCOLN ANNUITIES Not a deposit Not FDIC-insured May go down in value Not insured

More information

The cost of long-term care

The cost of long-term care The Lincoln National Life Insurance Company The cost of long-term care The purpose of this communication is the solicitation of insurance. Contact will be made by an insurance agent or insurance company.

More information

RETIREMENT PLAN SERVICES. Traditional or Roth. Which retirement plan contribution may be right for you?

RETIREMENT PLAN SERVICES. Traditional or Roth. Which retirement plan contribution may be right for you? RETIREMENT PLAN SERVICES Traditional or Roth Which retirement plan contribution may be right for you? 1689500 Should you pay taxes now or later? If your retirement plan offers both traditional and Roth

More information

Plan to grow your retirement income

Plan to grow your retirement income Plan to grow your retirement income with a Prime Income Optimizer TM fixed indexed annuity LINCOLN ANNUITIES Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency

More information

An easy way to turn savings into lifetime income

An easy way to turn savings into lifetime income An easy way to turn savings into lifetime income An investment that can help protect your savings and guarantee lifetime income An overview for retirement plan participants The Lincoln National Life Insurance

More information

Let s Talk Taxes. Managing taxes to keep your money working efficiently. Wealth Protection Expertise SM. Client Guide

Let s Talk Taxes. Managing taxes to keep your money working efficiently. Wealth Protection Expertise SM. Client Guide Wealth Protection Expertise SM Let s Talk Taxes Managing taxes to keep your money working efficiently Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency Not

More information

Education program guidebook

Education program guidebook RETIREMENT PLAN SERVICES Education program guidebook Creating an Education Policy Statement and Education Strategy for your plan 1608367 For plan sponsor use only. Not for use with the public. Education

More information

A commitment to financial wellness

A commitment to financial wellness RETIREMENT PLAN SERVICES A commitment to financial wellness Helping to solve for retirement through broader goal setting Lincoln Retirement Power Participant Engagement Study Position paper 1875358 For

More information

Room to grow for your retirement

Room to grow for your retirement Room to grow for your retirement Lincoln New Directions fixed indexed annuity INCOME SOLUTIONS Client Guide Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency

More information

Plan to live your dream

Plan to live your dream Plan to live your dream Capturing America s opportunities LINCOLN ANNUITIES Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency Not guaranteed by any bank or

More information

Lincoln life insurance

Lincoln life insurance Lincoln life insurance Term, universal life and variable universal life product portfolio LIFE SOLUTIONS Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency

More information

Plan to live your dream

Plan to live your dream LINCOLN FIXED INDEXED ANNUITIES Plan to live your dream Capturing America s opportunities LINCOLN ANNUITIES Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency

More information

for INCOME How to optimize your retirement income Client Guide INCOME SOLUTIONS Prime Income Optimizer TM fixed indexed annuity

for INCOME How to optimize your retirement income Client Guide INCOME SOLUTIONS Prime Income Optimizer TM fixed indexed annuity Prime Income Optimizer TM fixed indexed annuity Preparing How to optimize your retirement income for INCOME Insurance products issued by: The Lincoln National Life Insurance Company Not a deposit Not FDIC-insured

More information

Wealth protection with added growth potential

Wealth protection with added growth potential FOR INCOME Fixed Indexed Annuity Wealth protection with added growth potential Lincoln OptiPoint fixed indexed annuity Client Guide The Lincoln National Life Insurance Company Not a deposit Not FDIC-insured

More information

Lincoln life insurance

Lincoln life insurance Lincoln life insurance Term, universal life and variable universal life product portfolio LIFE SOLUTIONS Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency

More information

Income planning with greater certainty

Income planning with greater certainty INCOME SOLUTIONS Income planning with greater certainty The value of protected lifetime income in retirement planning Client Guide Not a deposit Not FDIC-insured May go down in value Not insured by any

More information

WOMEN AND LONG-TERM CARE

WOMEN AND LONG-TERM CARE The Lincoln National Life Insurance Company and Lincoln Life & Annuity Company of New York STEPS TO A HEALTHY FINANCIAL FUTURE THIS PAPER DISCUSSES THE ISSUES WOMEN FACE IN CAREGIVING AND LONG-TERM CARE

More information

Lincoln Investor Advantage SM

Lincoln Investor Advantage SM WealthProtection Expertise Lincoln Investor Advantage SM Protecting wealth through tax-efficient investing Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency

More information

Bringing protection and growth into balance

Bringing protection and growth into balance LINCOLN VARIABLE ANNUITIES Bringing protection and growth into balance Lincoln Level Advantage SM indexed variable annuity Advisory Client Guide Not a deposit Not FDIC-insured May go down in value Not

More information

Greater choices for your retirement savings

Greater choices for your retirement savings Greater choices for your retirement savings Lincoln OptiChoice SM fixed indexed annuity INCOME SOLUTIONS Not a deposit Not FDIC-insured May go down in value Not insured by any federal government agency

More information

Lincoln MoneyGuard Reserve. Insured. Jolene Johnson, Female, Issue age 56 SAMPLE

Lincoln MoneyGuard Reserve. Insured. Jolene Johnson, Female, Issue age 56 SAMPLE Lincoln Life & Annuity Company of New York One Granite Place P.O. Box 515 Concord, NH 03302-0515 Phone 800-487-1485 Fax 800-819-1987 Web www.lincolnfinancial.com Josephine Ohn PO Box 123 Anywhere, NY 03123

More information

Service. Support. Recognition.

Service. Support. Recognition. Retirement Plan Services Service. Support. Recognition. Lincoln s TPA-centric approach to retirement plans The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York 986597

More information

Vice President of Sales, Lincoln Financial Over 24 years experience in the insurance industry Covers the upper Midwest in the Brokerage Division

Vice President of Sales, Lincoln Financial Over 24 years experience in the insurance industry Covers the upper Midwest in the Brokerage Division Vice President of Sales, Lincoln Financial Over 24 years experience in the insurance industry Covers the upper Midwest in the Brokerage Division LIFE SOLUTIONS Retirement planning for tax efficiency Life

More information

What s New in the World of Foreign. Index

What s New in the World of Foreign. Index April 16, 2018 Vol. 16, Issue 05 LIFE INSURANCE What s New in the World of Foreign Nationals? NEW! Tools to help you submit Foreign National business with success Foreign National Pre submission Worksheet.

More information

Wealth protection with added growth potential

Wealth protection with added growth potential LINCOLN FIXED INDEXED ANNUITY Wealth protection with added growth potential Lincoln OptiPoint fixed indexed annuity INCOME SOLUTIONS Not a deposit Not FDIC-insured May go down in value Not insured by any

More information

Get real. Find out what retirement may cost and how to get ready RETIREMENT PLAN SERVICES. Charles Davenport CFP, ChFC Private Wealth Advisor

Get real. Find out what retirement may cost and how to get ready RETIREMENT PLAN SERVICES. Charles Davenport CFP, ChFC Private Wealth Advisor RETIREMENT PLAN SERVICES Get real Find out what retirement may cost and how to get ready Charles Davenport CFP, ChFC Private Wealth Advisor April 10 th & 11 th 2018 2017 Lincoln National Corporation PRIORITIZE

More information

Upcoming Life Product Updates. Index LIFE INSURANCE. January 17, 2017 Vol. 15, Issue 01

Upcoming Life Product Updates. Index LIFE INSURANCE. January 17, 2017 Vol. 15, Issue 01 January 17, 2017 Vol. 15, Issue 01 LIFE INSURANCE Upcoming Life Product Updates Our industry is operating in a challenging and changing environment. We continue to face nearly a decade of persistently

More information

The cost of long-term care

The cost of long-term care The cost of long-term care The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York LCN0811-2023447 She s looking forward to a long retirement... The purpose of this communication

More information

Planning ahead. Understanding your 403(b) plan. Plan Participant Guide RETIREMENT PLAN SERVICES

Planning ahead. Understanding your 403(b) plan. Plan Participant Guide RETIREMENT PLAN SERVICES Planning ahead Understanding your 403(b) plan The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York Plan Participant Guide RETIREMENT PLAN SERVICES 2073285 It all starts

More information

Make your life insurance do more Turn your survivorship universal life policy death benefit into a living benefit

Make your life insurance do more Turn your survivorship universal life policy death benefit into a living benefit Make your life insurance do more Turn your survivorship universal life policy death benefit into a living benefit LIFE INSURANCE Not a deposit Not FDIC-insured May go down in value Not insured by any federal

More information

FOR RETIREMENT. Planning ahead. Understanding retirement plan loans. Plan Participant Guide

FOR RETIREMENT. Planning ahead. Understanding retirement plan loans. Plan Participant Guide FOR RETIREMENT Planning ahead Understanding retirement plan loans Plan Participant Guide 2058723 What is a retirement plan loan? More than eight out of 10 Americans take advantage of the retirement plan

More information

The 1-Year Point-to-Point Indexed Account

The 1-Year Point-to-Point Indexed Account Lincoln LifeReserve Indexed Universal Life Accumulator The -Year Point-to-Point Indexed Account Protection and growth potential with guaranteed interest The Lincoln National Life Insurance Company Not

More information

Index. Lincoln s Term Conversion Product Options for New Business LIFE INSURANCE. September 12, 2016 Vol. 14, Issue 17

Index. Lincoln s Term Conversion Product Options for New Business LIFE INSURANCE. September 12, 2016 Vol. 14, Issue 17 September 12, 2016 Vol. 14, Issue 17 LIFE INSURANCE Lincoln s Term Conversion Product Options for New Business The recently announced Term Conversion changes support our ability to continue to offer a

More information

Managing market ups and downs. Three tips to help you invest with confidence RETIREMENT PLAN SERVICES

Managing market ups and downs. Three tips to help you invest with confidence RETIREMENT PLAN SERVICES RETIREMENT PLAN SERVICES Managing market ups and downs Three tips to help you invest with confidence Insurance products issued by: The Lincoln National Life Insurance Company Lincoln Life & Annuity Company

More information

Index LIFE INSURANCE. October 16, 2017 Vol. 15, Issue 18

Index LIFE INSURANCE. October 16, 2017 Vol. 15, Issue 18 October 16, 2017 Vol. 15, Issue 18 LIFE INSURANCE Now Available Lincoln LifeElements Level Term (2017) 10/16/17 Effective October 16, 2017, Lincoln is pleased to announce pricing improvements to Lincoln

More information

Integrity Counts. The historical events and ethical ideals that have shaped Lincoln Financial

Integrity Counts. The historical events and ethical ideals that have shaped Lincoln Financial Integrity Counts The historical events and ethical ideals that have shaped Lincoln Financial The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York 2084200 A foundation

More information

Lincoln MoneyGuard Reserve

Lincoln MoneyGuard Reserve FOR LIFE Universal Life Insurance Lincoln MoneyGuard Reserve Underwriting Guidelines The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York Not a deposit Not FDIC-insured

More information

Lincoln Long-Term Care SM Fixed Annuity

Lincoln Long-Term Care SM Fixed Annuity FOR INCOME Fixed Annuities The Lincoln National Life Insurance Company Lincoln Long-Term Care SM Fixed Annuity Flexibility and control for your future Client Guide The purpose of this communication is

More information

Risk assessment questionnaire

Risk assessment questionnaire FOR RETIREMENT Risk assessment Identify your profile The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York 2065318 Risk Assessment Questionnaire Find the investment mix

More information

Lincoln ChoicePlus Assurance SM variable annuity. Advantage seeks to help maximize your retirement income. i4life. Are we there yet?

Lincoln ChoicePlus Assurance SM variable annuity. Advantage seeks to help maximize your retirement income. i4life. Are we there yet? Lincoln ChoicePlus Assurance SM variable annuity Are we there yet? i4life Advantage seeks to help maximize your retirement income Are we there yet? Sometimes the only way to get the answer is to ask the

More information

Diversify your portfolio

Diversify your portfolio FOR INCOME Lincoln InvestmentSolutions SM variable annuity Diversify your portfolio Client Guide The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York Not a deposit Not

More information

404(a) annual participant fee disclosure Frequently asked questions

404(a) annual participant fee disclosure Frequently asked questions 404(a) annual participant fee disclosure Frequently asked questions Assisting plan sponsors Q1. What must the plan sponsor of an ERISAgoverned plan do to comply with the 404(a) participant fee disclosure

More information

17-VER-14B. PACIFIC PRIME SM TERM Level Term Life Insurance

17-VER-14B. PACIFIC PRIME SM TERM Level Term Life Insurance 17-VER-14B PACIFIC PRIME SM TERM Level Term Life Insurance PURSUE YOUR POTENTIAL. PROTECT YOUR PROMISE. You re in your prime. Don t let potential curveballs get in the way of your dreams. With Pacific

More information

Lincoln knows accumulation Client profiles for wealth accumulation planning with Lincoln life insurance

Lincoln knows accumulation Client profiles for wealth accumulation planning with Lincoln life insurance Lincoln knows accumulation Client profiles for wealth accumulation planning with Lincoln life insurance Lincoln s diverse portfolio has solutions that provide: Market-driven growth opportunities Upside

More information

Seminar Goals 11/16/2016. Introductions

Seminar Goals 11/16/2016. Introductions Introductions Prince William County Public Schools Deborah Sparks, Director of Benefits & Retirement Services Kristin Brittigan, Benefits Specialist Retirement Services Virginia Retirement System (VRS)

More information

Underwriting Guidelines

Underwriting Guidelines Underwriting Guidelines Lincoln TermAccel Level Term LIFE SOLUTIONS 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

More information

Coming Soon Lincoln Unified Application. Index. January 14, 2019 Vol. 17 Issue 01. Coming Soon Lincoln Unified (Life Insurance) Application

Coming Soon Lincoln Unified Application. Index. January 14, 2019 Vol. 17 Issue 01. Coming Soon Lincoln Unified (Life Insurance) Application LIFE SOLUTIONS INSURANCE January 14, 2019 Vol. 17 Issue 01 Coming Soon Lincoln Unified Application Effective February 11, 2019, Lincoln will launch a new application and new paper ticket for all life insurance

More information

ABGA. PREMIER PARTNERS Program For Agent or Broker-Dealer use only. Not for use with the public.

ABGA. PREMIER PARTNERS Program For Agent or Broker-Dealer use only. Not for use with the public. ABGA PREMIER PARTNERS Program 2013 2063400 For Agent or Broker-Dealer use only. Not for use with the public. ABGA PREMIER PARTNERS Program The PREMIER PARTNERS program recognizes the best of our best our

More information

Underwriting Guidelines

Underwriting Guidelines LIFE SOLUTIONS Underwriting Guidelines Lincoln TermAccel Level Term 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

More information

Diversification with purpose

Diversification with purpose For long-term retirement income Diversification with purpose A thoughtful approach to asset allocation American Legacy is a suite of variable annuities with investment options from and Lincoln Variable

More information

Retirement Planning SALES KIT. In this kit: Conversation guides Sales ideas Consumer brochures

Retirement Planning SALES KIT. In this kit: Conversation guides Sales ideas Consumer brochures Retirement Planning SALES KIT In this kit: Conversation guides Sales ideas Consumer brochures PINNEYINSURANCE.COM 800-823-4852 2266 LAVA RIDGE COURT ROSEVILLE, CA 95661 Preparing clients for the challenges

More information

TIAA Brokerage Services overview and account setup. Your quick guide to the enhanced brokerage program

TIAA Brokerage Services overview and account setup. Your quick guide to the enhanced brokerage program TIAA Brokerage Services overview and account setup Your quick guide to the enhanced brokerage program For investors with specialized investing needs, more choice can mean more opportunity to direct retirement

More information

NAIC Annuity Training Requirements. Learn what they are, your deadline for completion and how to fulfill them.

NAIC Annuity Training Requirements. Learn what they are, your deadline for completion and how to fulfill them. NAIC Annuity Training Requirements Learn what they are, your deadline for completion and how to fulfill them. The NAIC Annuity training requires all annuity producers licensed in a state that has adopted

More information

Your story is unique. Your Financial Advisor can work with Wells Fargo Private Bank to build a team designed around you

Your story is unique. Your Financial Advisor can work with Wells Fargo Private Bank to build a team designed around you Your story is unique Your Financial Advisor can work with Wells Fargo Private Bank to build a team designed around you Investment and Insurance Products: NOT FDIC Insured u NO Bank Guarantee u MAY Lose

More information

TIAA Brokerage overview and account setup. Your quick guide to the enhanced brokerage program

TIAA Brokerage overview and account setup. Your quick guide to the enhanced brokerage program TIAA Brokerage overview and account setup Your quick guide to the enhanced brokerage program For investors with specialized investing needs, more choice can mean more opportunity to direct retirement investments

More information

Claim Preparation and Filing Overview for U.S.

Claim Preparation and Filing Overview for U.S. Claim Preparation and Filing Overview for U.S. During the course of a patient visit, invoices will be created by various staff within the office. It is recommended that when an insurance invoice is created

More information

Random returns: What investors should know about an unpredictable retirement risk

Random returns: What investors should know about an unpredictable retirement risk Wealth Protection Expertise SM Random returns: What investors should know about an unpredictable retirement risk Not a deposit Not FDIC-insured May go down in value Not insured by any federal government

More information

FOR RETIREMENT. Planning ahead. Understanding the Roth feature of your 401(k) retirement plan. Plan Participant Guide

FOR RETIREMENT. Planning ahead. Understanding the Roth feature of your 401(k) retirement plan. Plan Participant Guide FOR RETIREMENT Planning ahead Understanding the Roth feature of your 401(k) retirement plan Plan Participant Guide 2057664 What is a Roth 401(k)? A Roth 401(k) allows you to make after-tax contributions

More information

Instructions for Registering for and Completing the NWL Product Specific Training

Instructions for Registering for and Completing the NWL Product Specific Training Instructions for Registering for and Completing the NWL Product Specific Training Training Platform Provided by Quest CE CLICK HERE or go to https://learn.questce.com/naicsuitability to register for the

More information

Lincoln MoneyGuard Reserve Plus

Lincoln MoneyGuard Reserve Plus FOR LIFE Universal Life Insurance Lincoln MoneyGuard Reserve Plus Underwriting Guidelines The Lincoln National Life Insurance Company The Lincoln National Life Insurance Company Not a deposit Not FDIC-insured

More information

Lincoln life insurance portfolio at-a-glance

Lincoln life insurance portfolio at-a-glance FOR LIFE Lincoln life insurance portfolio at-a-glance Product Menu The Lincoln National Life Insurance Company Not a deposit Not FDIC-insured May go down in value Not insured by any federal government

More information

Lincoln OptiBlend SM 10

Lincoln OptiBlend SM 10 Lincoln OptiBlend SM 10 Fixed indexed annuity illustration with Lincoln Income SM Edge & Market Adjustment Client's name: d Client Preparer: Carl Ostenson, Illinois Firm name: Date prepared: 01/19/2017

More information

MyOEBB Benefits New Hire Enrollment Guide

MyOEBB Benefits New Hire Enrollment Guide MyOEBB Benefits New Hire Enrollment Guide Once you enroll, no plan changes can be made until the next Open Enrollment period unless you experience a Qualified Status Change (QSC)*. *Please see your educational

More information

Guide to online loans

Guide to online loans Less paperwork. Faster service. You can request a loan online through your account on TIAA.org. 1 No paper application is needed, which saves time and helps you receive the funds quickly. This guide includes

More information

2016 LONG-TERM CARE AWARENESS SURVEY

2016 LONG-TERM CARE AWARENESS SURVEY 2016 LONG-TERM CARE AWARENESS SURVEY CONDUCTED BY LINCOLN FINANCIAL GROUP AND ZELDIS RESEARCH, JULY 2016. LCN 1626620-102416 2016 Lincoln National Corporation 2016 LINCOLN LTC AWARENESS STUDY The 2016

More information

2014 MGA PREMIER PARTNERS Program

2014 MGA PREMIER PARTNERS Program 2014 MGA PREMIER PARTNERS Program For agent or broker use only. Not for use with the public. 877152 MGA Premier Partners Program The PREMIER PARTNERS Program recognizes the best of our best our top producers

More information

Lincoln MoneyGuard Solutions Changes, Incentives and Opportunities. What are the Incentives? What are the Opportunities?

Lincoln MoneyGuard Solutions Changes, Incentives and Opportunities. What are the Incentives? What are the Opportunities? C S G Special Report 07/03/13 Competitive Services Group What are the Changes? Product: Issue age for single premium MoneyGuard Reserve Plus and MoneyGuard Reserve policies is now age 69, however, MoneyGuard

More information

How to add your bank account to your TIAA Brokerage Account

How to add your bank account to your TIAA Brokerage Account How to add your bank account to your TIAA Brokerage Account Once you ve taken these steps, you can easily transfer money between your bank account(s) and your TIAA Brokerage Account(s) online. STEP 1 Enter

More information

LincXpress Tele-App Program

LincXpress Tele-App Program LincXpress Tele-App Program LIFE SOLUTIONS FREQUENTLY ASKED QUESTIONS Revised Effective February 11, 2019 Lincoln is committed to delivering a superior customer experience by making it easy for you and

More information

on INCOME Lincoln Lifetime Income SM Advantage 2.0 and i4life Advantage GIB Client Guide INCOME SOLUTIONS

on INCOME Lincoln Lifetime Income SM Advantage 2.0 and i4life Advantage GIB Client Guide INCOME SOLUTIONS Lincoln ChoicePlus Assurance SM variable annuity Lincoln Lifetime Income SM Advantage 2.0 and i4life Advantage GIB on INCOME Scan me to learn more about variable annuities or visit LincolnFinancial.com/MeetJerry

More information

INCOME. Lincoln Lifetime Income SM Advantage 2.0 Protected Funds and i4life Advantage GIB Protected Funds. Client Guide INCOME SOLUTIONS

INCOME. Lincoln Lifetime Income SM Advantage 2.0 Protected Funds and i4life Advantage GIB Protected Funds. Client Guide INCOME SOLUTIONS Lincoln ChoicePlus Assurance SM variable annuity on Lincoln Lifetime Income SM Advantage 2.0 Protected Funds and i4life Advantage GIB Protected Funds INCOME Insurance products issued by: The Lincoln National

More information

Suppliers and Expenses Part I

Suppliers and Expenses Part I QuickBooks Online Student Guide Chapter 4 Suppliers and Expenses Part I Chapter 2 Chapter 4 In this chapter, you ll learn the steps necessary to set up suppliers, enter expenses, and track bills in QuickBooks

More information

Lincoln TermAccel SM

Lincoln TermAccel SM Build your business with Lincoln TermAccel SM From competitive pricing to an efficient online eticket process and streamlined turnaround times it s easy to see how Lincoln TermAccel SM Level Term is built

More information