Lincoln MoneyGuard eApp

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Lincoln MoneyGuard eApp

Lincoln has a long-standing commitment of helping protect client wealth from the risk of long-term care expenses, while improving the overall financial professional and client experiences. Our latest addition, eApp, ensures that your paperwork is submitted in good order, so you avoid the hassles of resubmissions. Join Carolyn Burges and MoneyGuard Underwriting Account Executive, Mike Valletta, on March 24th, 2020 at 10:30 am PST for a walkthrough of Lincoln’s suite of eOptions:

  • eApp offers electronic applications of the application Part I and solicitation forms to streamline the submission experience and reduce turn-around-times from submission to Personal History Interview (PHI). Not currently available for CA/NY or 1035 exchanges.
  • Online scheduling offers clients the option to schedule their PHI online vs. over the phone.
  • eDelivery offers an electronic way to collect signatures on delivery and ensures the Delivery Requirements are returned to Lincoln in good order. Not currently available in NY

Watch the Brainshark Below

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Helpful Documents

MoneyGuard eAppProcess

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